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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1926
Founders Financial Alliance
North Carolina
$608K -$4.72K -19 -0.8%
AHL
1927
Abel Hall LLC
Louisiana
$608K +$340K +1,367 +147%
SCI
1928
Silver Coast Investments
United States
$606K +$10.2K +41 +2%
VCA
1929
Verdence Capital Advisors
Maryland
$606K -$39.8K -160 -7%
CWM
1930
Connecticut Wealth Management
Connecticut
$605K -$358K -1,442 -39%
S
1931
Sunpointe
Missouri
$605K +$65.9K +265 +13%
ST
1932
Smithfield Trust
Pennsylvania
$604K -$38K -153 -6%
IWA
1933
IVC Wealth Advisors
Pennsylvania
$602K +$30.3K +122 +6%
FA
1934
Fiduciary Alliance
South Carolina
$601K -$162K -650 -22%
VGDSS
1935
VUB Generali dochodkova spravcovska spolocnost
$599K +$562K +2,262 New
WAG
1936
Wilkerson Advisory Group
Missouri
$599K +$562K +2,261 New
CIM
1937
CIM Investment Management
Pennsylvania
$599K – – –
ST
1938
Somerset Trust
Pennsylvania
$598K +$15.9K +64 +3%
DI
1939
Diligent Investors
California
$596K -$12.4K -50 -2%
DIP
1940
Davis Investment Partners
North Carolina
$596K +$584K +2,350 New
AWM
1941
Accurate Wealth Management
Florida
$595K +$28.3K +114 +5%
BFA
1942
Beacon Financial Advisory
Ohio
$595K +$79.8K +321 +17%
BWA
1943
Basecamp Wealth Advisors
Washington
$594K +$557K +2,242 New
VFG
1944
Victory Financial Group
Texas
$593K -$12.2K -49 -2%
BPMC
1945
Buckland Partners Management Co
New York
$592K +$555K +2,232 New
MFG
1946
Magnus Financial Group
New York
$589K -$25.6K -103 -4%
IA
1947
IFG Advisors
Missouri
$587K – – –
RZH
1948
Relyea Zuckerberg Hanson
Connecticut
$582K -$16.4K -66 -3%
CWMGO
1949
Capstone Wealth Management Group (Oregon)
Oregon
$582K +$50.4K +203 +10%
CA
1950
Calton & Associates
Florida
$580K +$170K +683 +45%
76 77
78
79 80