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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SN
1901
Sittner & Nelson
Oregon
$49K +$53.5K +220 New
VCM
1902
Vigilant Capital Management
Maine
$47K +$51.1K +210 New
CDIA
1903
Capital Directions Investment Advisors
Georgia
$46K – – –
APC
1904
Aspire Private Capital
North Carolina
$45K – – –
DAM
1905
Delta Asset Management
Tennessee
$45K – – –
BAMG
1906
Brand Asset Management Group
Missouri
$43K – – –
TCWA
1907
Ten Capital Wealth Advisors
Washington
$42K +$45.5K +187 New
AS
1908
Altshuler Shaham
Israel
$39K +$3.65K +15 +9%
CH
1909
Canton Hathaway
Rhode Island
$39K +$42.8K +176 New
TC
1910
Trust Company
Kansas
$38K -$13.6K -56 -25%
COCM
1911
Charter Oak Capital Management
New Hampshire
$37K +$40.1K +165 New
CWM
1912
Curi Wealth Management
North Carolina
$36K +$39.6K +163 New
MLFP
1913
MPS Loria Financial Planners
Illinois
$34K +$37.5K +154 New
FPW
1914
Flagship Private Wealth
Massachusetts
$33.5K +$36.2K +149 New
CCA
1915
Column Capital Advisors
Indiana
$33K -$3.65K -15 -9%
HFS
1916
HBC Financial Services
Washington
$33K – – –
PO
1917
Private Ocean
California
$33K +$3.16K +13 +10%
LFG
1918
Larson Financial Group
Missouri
$33K +$17.3K +71 +93%
PCFFS
1919
Pacific Center for Financial Services
California
$32K +$32.6K +134 +1,340%
FPFS
1920
First Personal Financial Services
North Carolina
$32K +$35.5K +146 New
BAM
1921
Bellevue Asset Management
Washington
$30K – – –
HFA
1922
HC Financial Advisors
California
$29K – – –
JWBC
1923
John W. Brooker & Co
California
$29K – – –
LGA
1924
Lebenthal Global Advisors
New York
$28K +$31.6K +130 New
CHA
1925
Carmichael Hill & Associates
Maryland
$24K – – –
75 76
77
78 79