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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZF
1901
Zhang Financial
Michigan
$312K +$9.83K +35 +3%
RFA
1902
Reilly Financial Advisors
California
$312K +$47.2K +168 +16%
WBCM
1903
Wilson & Boucher Capital Management
California
$312K +$345K +1,227 New
JSW
1904
Journey Strategic Wealth
New Jersey
$312K +$345K +1,229 New
FH
1905
FWG Holdings
Florida
$311K +$10.1K +36 +3%
GMA
1906
Glassy Mountain Advisors
Maryland
$311K +$344K +1,224 New
NGA
1907
Naples Global Advisors
Florida
$310K – – –
LSA
1908
Lion Street Advisors
Texas
$309K +$5.9K +21 +2%
MA
1909
MONECO Advisors
Connecticut
$308K +$29.5K +105 +8%
CCP
1910
Carmel Capital Partners
California
$308K +$341K +1,213 New
LCM
1911
Leisure Capital Management
California
$308K +$341K +1,213 New
GAG
1912
GM Advisory Group
New York
$307K +$39.6K +141 +13%
PCM
1913
Princeton Capital Management
New Jersey
$306K – – –
TCBWMS
1914
Texas Capital Bank Wealth Management Services
Texas
$306K +$13.2K +47 +4%
PHS
1915
Pekin Hardy Strauss
Illinois
$305K -$108K -385 -24%
FC
1916
Forte Capital
New York
$305K -$2.53K -9 -0.7%
LFM
1917
LGT Fund Management
Liechtenstein
$305K +$337K +1,200 New
HKIMG
1918
Hutchens & Kramer Investment Management Group
Indiana
$305K +$393K +1,398 New
HHGA
1919
Halbert Hargrove Global Advisors
California
$304K -$87.9K -313 -21%
PFA
1920
Professional Financial Advisors
Nebraska
$304K -$5.62K -20 -2%
EVC
1921
Eidelman Virant Capital
Missouri
$303K +$4.21K +15 +1%
FMC
1922
First Merchants Corp
Indiana
$301K – – –
BCP
1923
Berkeley Capital Partners
Georgia
$301K +$49.7K +177 +18%
ETCM
1924
Evolutionary Tree Capital Management
Virginia
$300K – – –
SWM
1925
Shelton Wealth Management
Texas
$300K +$332K +1,181 New
75 76
77
78 79