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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1926
Private Advisory Group
Washington
$279K -$285K -1,622 -48%
ACM
1927
Arcataur Capital Management
Wisconsin
$279K +$22K +125 +8%
MG
1928
McHugh Group
Ohio
$278K -$52.8K -300 -14%
AWAU
1929
Alliance Wealth Advisors (Utah)
Utah
$277K -$153K -871 -33%
CFSG
1930
Clark Financial Services Group
Missouri
$277K +$1.76K +10 +0.6%
BWA
1931
Basecamp Wealth Advisors
Washington
$276K -$89.5K -509 -22%
LSIA
1932
LaSalle St. Investment Advisors
Illinois
$276K -$12.1K -69 -4%
MBT
1933
Montecito Bank & Trust
California
$275K -$283K -1,611 -48%
RMDI
1934
R.M. Davis Inc
Maine
$275K -$77K -438 -20%
PCG
1935
PFC Capital Group
California
$273K -$59.8K -340 -16%
CWA
1936
Clarity Wealth Advisors
California
$273K -$9.5K -54 -3%
EWA
1937
Evolution Wealth Advisors
Florida
$271K +$14.6K +83 +5%
TC
1938
Trilogy Capital
California
$269K -$170K -968 -36%
WCFA
1939
Walkner Condon Financial Advisors
Wisconsin
$269K -$42.7K -243 -12%
AP
1940
Anchyra Partners
Georgia
$269K -$84.8K -482 -22%
DMBA
1941
Deseret Mutual Benefit Administrators
Utah
$269K +$29.7K +169 +11%
KJWM
1942
Kiley Juergens Wealth Management
Washington
$268K -$46.1K -262 -13%
EWA
1943
Encompass Wealth Advisors
Oregon
$268K -$528 -3 -0.2%
BIA
1944
Bigelow Investment Advisors
Maine
$267K +$2.29K +13 +0.8%
DIM
1945
DLK Investment Management
California
$267K -$87.4K -497 -32%
AIA
1946
AssuredPartners Investment Advisors
Florida
$266K +$55.9K +318 +23%
CA
1947
CV Advisors
Florida
$266K +$299K +1,700 New
PCM
1948
Park Capital Management
Wisconsin
$266K +$299K +1,700 New
RF
1949
RHS Financial
California
$266K +$299K +1,700 New
RIS
1950
Retirement Income Solutions
Michigan
$266K – – –
76 77
78
79 80