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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1926
Smithbridge Asset Management
Pennsylvania
$259K +$262K +1,219 New
CCP
1927
Carmel Capital Partners
California
$258K – – –
LCM
1928
Leisure Capital Management
California
$258K – – –
HIP
1929
HUB Investment Partners
Texas
$257K -$99K -460 -28%
DHGWA
1930
Dixon Hughes Goodman Wealth Advisors
North Carolina
$256K +$13.1K +61 +5%
BBL
1931
Beck Bode LLC
Massachusetts
$256K +$259K +1,205 New
KA
1932
Klingman & Associates
New York
$255K -$86.5K -402 -25%
QTM
1933
qPULA Trading Management
New York
$255K +$258K +1,200 New
WA
1934
WBH Advisory
Maryland
$253K – – –
SFG
1935
Sather Financial Group
Texas
$253K +$57.5K +267 +29%
ICA
1936
Infrastructure Capital Advisors
New York
$253K +$256K +1,191 New
PA
1937
PFG Advisors
Arizona
$251K -$76K -353 -23%
LA
1938
LexAurum Advisors
Kansas
$251K -$18.3K -85 -7%
ETCM
1939
Evolutionary Tree Capital Management
Virginia
$251K – – –
SWM
1940
SFG Wealth Management
Maryland
$251K +$5.38K +25 +2%
FRA
1941
Front Row Advisors
California
$250K – – –
1WM
1942
1900 Wealth Management
Texas
$249K – – –
CWM
1943
Curi Wealth Management
North Carolina
$249K +$197K +916 +355%
CT
1944
Coastline Trust
Rhode Island
$248K -$96.8K -450 -28%
WE
1945
Wealth Effects
Massachusetts
$248K +$3.23K +15 +1%
MAG
1946
MRA Advisory Group
New Jersey
$248K +$5.81K +27 +2%
HWA
1947
HCR Wealth Advisors
California
$248K +$14.6K +68 +6%
DAM
1948
Diamant Asset Management
Connecticut
$248K +$53.8K +250 +27%
WA
1949
Waverly Advisors
Alabama
$247K -$42.8K -199 -15%
CFN
1950
Cordasco Financial Network
Florida
$247K +$21.5K +100 +9%
76 77
78
79 80