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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
1951
Silver Oak Securities
Tennessee
$419K +$210K +929 +140%
PA
1952
Prossimo Advisors
California
$417K +$359K +1,585 New
NHC
1953
Nicholas Hoffman & Company
Georgia
$417K – – –
CC
1954
Callan Capital
California
$416K +$47.3K +209 +15%
AA
1955
Addison Advisors
Vermont
$415K +$9.28K +41 +3%
AC
1956
Avory & Company
Florida
$414K -$91K -402 -20%
WAM
1957
WNY Asset Management
New York
$414K +$3.4K +15 +1%
SFPG
1958
Stonebridge Financial Planning Group
Florida
$413K -$17K -75 -5%
SPWM
1959
Spartan Planning & Wealth Management
North Carolina
$412K +$141K +625 +66%
KLCM
1960
KG&L Capital Management
Louisiana
$412K -$439K -1,941 -55%
SCG
1961
Sonata Capital Group
Washington
$412K +$22.6K +100 +7%
WCM
1962
Windsor Capital Management
Arizona
$411K +$19.9K +88 +6%
FWM
1963
FFT Wealth Management
Pennsylvania
$411K +$11.1K +49 +3%
IWA
1964
IBEX Wealth Advisors
New Jersey
$408K -$1.08M -4,793 -71%
UW
1965
Unique Wealth
Florida
$408K +$351K +1,549 New
FHC
1966
First Heartland Consultants
Missouri
$407K +$9.28K +41 +3%
MPCA
1967
Madison Park Capital Advisors
Washington
$406K +$349K +1,544 New
CWA
1968
Clarity Wealth Advisors
California
$405K – – –
AWM
1969
Accurate Wealth Management
Florida
$405K -$24.4K -108 -7%
KOC
1970
Koss-Olinger Consulting
Florida
$404K -$7.47K -33 -2%
HTHT
1971
Hemenway Trust Hemenway Trust
New Hampshire
$404K -$4.53K -20 -1%
JCM
1972
Jacobsen Capital Management
Utah
$404K +$6.11K +27 +2%
PA
1973
PFG Advisors
Arizona
$403K +$11.8K +52 +4%
PFA
1974
Pathway Financial Advisors
Vermont
$403K – – –
OWM
1975
OneAscent Wealth Management
Alabama
$403K -$43.9K -194 -11%
77 78
79
80 81