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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
1901
Patron Partners
Texas
$462K -$18.1K -80 -4%
PCM
1902
Pointe Capital Management
Michigan
$462K +$3.62K +16 +0.9%
PW
1903
Peninsula Wealth
California
$461K +$52.3K +231 +15%
PSP
1904
Pacific Sage Partners
Washington
$460K – – –
AGA
1905
Arkos Global Advisors
Texas
$459K +$55.9K +247 +16%
S
1906
Sunpointe
Missouri
$458K +$394K +1,741 New
WF
1907
Wayfinding Financial
Washington
$457K +$50.9K +225 +15%
CRI
1908
Colonial River Investments
Virginia
$456K +$3.85K +17 +1%
WCM
1909
Wedge Capital Management
North Carolina
$455K -$9.73K -43 -2%
WFAG
1910
Worth Financial Advisory Group
North Carolina
$454K -$3.4K -15 -0.9%
TI
1911
Truepoint Inc
Ohio
$454K +$102K +451 +35%
CWM
1912
Cedar Wealth Management
California
$453K +$2.26K +10 +0.6%
BC
1913
Bridgefront Capital
Texas
$452K -$804K -3,553 -67%
VCP
1914
Verus Capital Partners
Arizona
$452K +$389K +1,718 New
AF
1915
Apexium Financial
Texas
$452K +$14K +62 +4%
TGAM
1916
TBH Global Asset Management
Tennessee
$451K +$93K +411 +32%
JSL
1917
JT Stratford LLC
Georgia
$449K +$50.7K +224 +15%
GWANC
1918
Guardian Wealth Advisors (North Carolina)
North Carolina
$448K -$26.5K -117 -6%
AIM
1919
Aigen Investment Management
New York
$448K +$385K +1,701 New
GA
1920
Geller Advisors
New York
$444K +$15.4K +68 +4%
PPP
1921
Private Portfolio Partners
New Jersey
$443K – – –
WPC
1922
White Pine Capital
Minnesota
$442K +$50.2K +222 +15%
ASBI
1923
American State Bank (Iowa)
Iowa
$441K +$4.53K +20 +1%
OFS
1924
Orrstown Financial Services
Pennsylvania
$439K +$378K +1,670 New
LA
1925
LVW Advisors
New York
$439K +$71.7K +317 +23%
75 76
77
78 79