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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1926
Front Row Advisors
California
$299K – – –
1WM
1927
1900 Wealth Management
Texas
$298K +$58.7K +209 +22%
WFA
1928
WMG Financial Advisors
Tennessee
$297K +$328K +1,169 New
SWM
1929
SFG Wealth Management
Maryland
$294K +$325K +1,155 New
WE
1930
Wealth Effects
Massachusetts
$294K +$325K +1,155 New
UAS
1931
United Asset Strategies
New York
$293K -$5.34K -19 -2%
CWA
1932
Clarity Wealth Advisors
California
$293K +$7.87K +28 +2%
CBA
1933
Coastal Bridge Advisors
Connecticut
$293K +$335K +1,194 New
TCM
1934
Tufton Capital Management
Maryland
$292K -$28.1K -100 -8%
DHGWA
1935
Dixon Hughes Goodman Wealth Advisors
North Carolina
$291K +$321K +1,144 New
TF
1936
Tompkins Financial
New York
$290K -$28.9K -103 -8%
MAG
1937
MRA Advisory Group
New Jersey
$290K -$18K -64 -5%
SNBOSD
1938
Security National Bank of So Dak
Iowa
$289K -$23.3K -83 -7%
WIC
1939
Woodmont Investment Counsel
Tennessee
$289K +$9.83K +35 +3%
SMC
1940
Smith, Moore & Co
Missouri
$289K +$42.1K +150 +15%
FAN
1941
Financial Advisors Network
California
$287K +$4.21K +15 +1%
RCG
1942
Rock Creek Group
District of Columbia
$287K +$43.8K +156 +16%
FFA
1943
Founders Financial Alliance
North Carolina
$287K +$317K +1,128 New
WDG
1944
Wealth Dimensions Group
Ohio
$287K +$317K +1,128 New
ANBT
1945
American National Bank & Trust
Texas
$286K +$22.5K +80 +8%
CHP
1946
Cable Hill Partners
Oregon
$285K +$64.1K +228 +26%
JF
1947
JSF Financial
California
$284K -$225K -799 -42%
GWANC
1948
Guardian Wealth Advisors (North Carolina)
North Carolina
$284K +$314K +1,117 New
RM
1949
Resource Management
Louisiana
$283K -$119K -422 -28%
WA
1950
Waverly Advisors
Alabama
$282K -$26.7K -95 -7%
76 77
78
79 80