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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
1926
Granite FO LLC
New Hampshire
$14.3K +$13K +89 New
TVWM
1927
Tower View Wealth Management
Wisconsin
$14K – – –
FFL
1928
Financial Freedom LLC
Ohio
$13.9K +$15.3K +105 New
LFA
1929
Legend Financial Advisors
Pennsylvania
$13.7K – – –
BBPWM
1930
Blue Bell Private Wealth Management
Pennsylvania
$13.4K -$146 -1 -1%
OCM
1931
Osterweis Capital Management
California
$13.3K -$18.1K -124 -55%
TC
1932
Tacita Capital
Ontario, Canada
$13K -$10.8K -74 -43%
DAC
1933
Dividend Assets Capital
South Carolina
$13K – – –
OA
1934
Operose Advisors
Wisconsin
$12.7K -$62.2K -426 -82%
CTA
1935
Colonial Trust Advisors
South Carolina
$12.2K +$13.4K +92 New
SC
1936
Steph & Co
Wisconsin
$12K – – –
MA
1937
MCF Advisors
Kentucky
$11.1K -$5.69K -39 -32%
LF
1938
Lee Financial
Texas
$11.1K +$3.94K +27 +47%
JMF
1939
Johnson Midwest Financial
Iowa
$11K +$8.76K +60 +300%
TCWA
1940
Ten Capital Wealth Advisors
Washington
$10.5K -$24.8K -170 -68%
KFS
1941
Kelly Financial Services
Massachusetts
$10.5K – – –
CWC
1942
Carolinas Wealth Consulting
North Carolina
$10.3K -$56K -384 -83%
VCM
1943
Vigilant Capital Management
Maine
$10K -$140K -957 -93%
DMKJ
1944
David M. Knott Jr
$10K – – –
VF
1945
VitalStone Financial
Texas
$10K +$10.9K +75 New
SFG
1946
Steward Financial Group
Texas
$10K +$11.1K +76 New
FP
1947
Financial Perspectives
Minnesota
$9.94K – – –
PFG
1948
Piershale Financial Group
Illinois
$9.94K +$10.9K +75 New
MSCM
1949
McElhenny Sheffield Capital Management
Texas
$9.53K +$12.5K +86 New
CAM
1950
Costello Asset Management
Pennsylvania
$9.15K -$10.8K -74 -52%
76 77
78
79 80