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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1876
Brandywine Oak Private Wealth
Pennsylvania
$482K – – –
CPWM
1877
Cypress Point Wealth Management
Texas
$482K -$32.1K -120 -6%
AA
1878
Addison Advisors
Vermont
$482K +$9.1K +34 +2%
AFPL
1879
Advus Financial Partners, LLC
Florida
$482K +$76.8K +287 +18%
PA
1880
PSI Advisors
Florida
$482K +$212K +792 +73%
BBI
1881
Baxter Bros Inc
Connecticut
$481K -$27.8K -104 -5%
EA
1882
Everpar Advisors
Oklahoma
$481K +$101K +377 +25%
CC
1883
Copperleaf Capital
North Carolina
$480K -$4.01K -15 -0.8%
ACM
1884
Arcataur Capital Management
Wisconsin
$478K +$12K +45 +2%
BRIA
1885
Balanced Rock Investment Advisors
Massachusetts
$476K -$9.37K -35 -2%
BWG
1886
Berry Wealth Group
Texas
$475K +$48.2K +180 +11%
SC
1887
Saiph Capital
New Jersey
$475K +$19K +71 +4%
CIM
1888
Contravisory Investment Management
Massachusetts
$475K +$19.5K +73 +4%
AA
1889
Advisory Alpha
Michigan
$474K +$120K +448 +32%
LIM
1890
Leavell Investment Management
Alabama
$473K +$249K +930 +102%
TVAMP
1891
Tennessee Valley Asset Management Partners
Tennessee
$471K +$2.41K +9 +0.5%
LA
1892
LVW Advisors
New York
$469K -$1.87K -7 -0.4%
MTC
1893
McDaniel Terry & Co
Texas
$469K +$21.4K +80 +5%
SWP
1894
Semus Wealth Partners
Florida
$469K +$72.2K +270 +17%
AC
1895
ASB Consultores
Florida
$469K -$392K -1,464 -45%
TNA
1896
True North Advisors
Texas
$468K -$17.9K -67 -4%
BPFA
1897
Barnes Pettey Financial Advisors
Mississippi
$468K – – –
ACH
1898
ArrowMark Colorado Holdings
Colorado
$467K – – –
PA
1899
Perennial Advisors
New York
$467K – – –
BFG
1900
Beacon Financial Group
Texas
$466K +$40.9K +153 +9%
74 75
76
77 78