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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1901
Oxford Financial Group
Indiana
$221K +$187K +1,106 New
HCM
1902
Highview Capital Management
Illinois
$221K -$144K -851 -44%
MSA
1903
McAlister Sweet & Associates
Texas
$220K +$186K +1,101 New
MTIM
1904
Marathon Trading Investment Management
Pennsylvania
$220K -$1.5M -8,866 -89%
DL
1905
DOHJ LLC
Washington
$220K +$186K +1,099 New
BM
1906
Belfer Management
New York
$219K +$185K +1,096 New
BWP
1907
Balboa Wealth Partners
Arizona
$219K +$185K +1,095 New
HIC
1908
Holderness Investments Company
North Carolina
$218K +$184K +1,092 New
WWM
1909
Windsor Wealth Management
Indiana
$218K +$192K +1,138 New
EP
1910
EPIQ Partners
Minnesota
$218K +$184K +1,091 New
JSL
1911
JT Stratford LLC
Georgia
$218K -$553K -3,275 -75%
AM
1912
Account Management
Massachusetts
$218K +$184K +1,090 New
ZCM
1913
Ziegler Capital Management
Illinois
$217K -$6.78M -40,158 -97%
WCM
1914
WealthBridge Capital Management
Ohio
$216K +$183K +1,081 New
MPW
1915
MGO Private Wealth
California
$216K +$182K +1,079 New
FFA
1916
Founders Financial Alliance
North Carolina
$214K +$182K +1,079 New
NSIM
1917
North Star Investment Management
Illinois
$214K – – –
GLA
1918
Good Life Advisors
Pennsylvania
$213K +$180K +1,068 New
GCP
1919
Gill Capital Partners
Colorado
$213K +$180K +1,064 New
NIM
1920
Northeast Investment Management
Massachusetts
$212K +$180K +1,063 New
TCPWM
1921
Traverso Chambers Private Wealth Management
California
$212K +$180K +1,063 New
GC
1922
Gratus Capital
Georgia
$211K +$179K +1,058 New
NRI
1923
NFP Retirement Inc
California
$211K +$179K +1,058 New
TBWA
1924
Three Bridge Wealth Advisors
California
$211K +$178K +1,056 New
DA
1925
DSC Advisors
Illinois
$211K +$178K +1,054 New
75 76
77
78 79