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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MSA
1951
Marino Stram & Associates
Massachusetts
$257K -$528 -3 -0.2%
FM
1952
Family Management
New York
$256K +$287K +1,632 New
EAM
1953
Empirical Asset Management
Massachusetts
$256K -$344K -1,956 -55%
TWP
1954
Tyche Wealth Partners
Texas
$255K -$16K -91 -5%
HPM
1955
Hudson Portfolio Management
New York
$255K +$286K +1,625 New
WC
1956
Wynn Capital
Georgia
$254K +$95.3K +542 +50%
MMG
1957
Monetary Management Group
Missouri
$254K -$132K -750 -32%
CI
1958
Corient IA
Florida
$254K – – –
BFG
1959
Berger Financial Group
Minnesota
$254K -$21.1K -120 -7%
HHCP
1960
Hilton Head Capital Partners
South Carolina
$252K -$436K -2,481 -61%
EP
1961
Elkhorn Partners
Nebraska
$251K +$52.8K +300 +23%
LA
1962
LexAurum Advisors
Kansas
$250K +$3.17K +18 +1%
BOS
1963
Bank of Stockton
California
$250K -$352 -2 -0.1%
SCG
1964
Sonata Capital Group
Washington
$250K +$52.8K +300 +23%
SFP
1965
Shepherd Financial Partners
Massachusetts
$249K -$828K -4,707 -75%
AP
1966
Arlington Partners
Alabama
$249K +$55.4K +315 +25%
CT
1967
Colonial Trust
South Carolina
$249K -$2.29K -13 -0.8%
OFO
1968
OneAscent Family Office
Alabama
$248K +$41.9K +238 +18%
TCM
1969
Traub Capital Management
Massachusetts
$248K +$278K +1,583 New
FWM
1970
Forza Wealth Management
Florida
$248K +$87.9K +500 +46%
QC
1971
Quent Capital
New York
$247K -$75.6K -430 -21%
LOWM
1972
Laurel Oak Wealth Management
New Jersey
$247K -$67.5K -384 -20%
WAM
1973
Wakefield Asset Management
Colorado
$247K – – –
WE
1974
Wealth Effects
Massachusetts
$247K +$69.5K +395 +33%
OBWG
1975
Onyx Bridge Wealth Group
New York
$247K -$55.9K -318 -17%
77 78
79
80 81