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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFS
1951
Richardson Financial Services
Massachusetts
$579K +$67.1K +270 +14%
WCM
1952
Windsor Capital Management
Arizona
$579K -$17.9K -72 -3%
PWS
1953
Peterson Wealth Services
Utah
$578K -$317K -1,275 -37%
PWMAG
1954
Pinnacle Wealth Management Advisory Group
New Jersey
$578K +$4.97K +20 +0.9%
TVAMP
1955
Tennessee Valley Asset Management Partners
Tennessee
$575K +$11.9K +48 +2%
CASB
1956
Cape Ann Savings Bank
Massachusetts
$575K +$58.4K +235 +12%
PA
1957
Perennial Advisors
New York
$574K +$6.46K +26 +1%
RPWA
1958
Regent Peak Wealth Advisors
Georgia
$573K +$22.1K +89 +4%
WA
1959
WBH Advisory
Maryland
$572K -$47.7K -192 -8%
HAM
1960
Harmony Asset Management
Arizona
$570K +$1.24K +5 +0.2%
ACA
1961
American Capital Advisory
Idaho
$570K +$168K +678 +46%
JSAM
1962
J. Safra Asset Management
New York
$570K +$278K +1,117 +108%
WCFA
1963
Walkner Condon Financial Advisors
Wisconsin
$569K +$8.95K +36 +2%
WAG
1964
Winthrop Advisory Group
Massachusetts
$569K -$40.5K -163 -7%
CA
1965
Cresta Advisors
Texas
$568K +$533K +2,146 New
SWP
1966
Semus Wealth Partners
Florida
$567K -$9.44K -38 -2%
CWA
1967
Consilio Wealth Advisors
Washington
$564K +$5.72K +23 +1%
LTI
1968
Laffer Tengler Investments
Tennessee
$564K +$320K +1,286 +152%
VCM
1969
Voleon Capital Management
California
$564K -$13.7M -54,991 -96%
AA
1970
Addison Advisors
Vermont
$562K +$33.8K +136 +7%
I
1971
InceptionR
California
$562K -$201K -808 -28%
SEP
1972
Signature Equity Partners
Ohio
$561K +$526K +2,118 New
APM
1973
a16z Perennial Management
California
$561K -$1.99K -8 -0.4%
CA
1974
Capital Advantage
California
$561K +$34K +137 +7%
BPW
1975
Bingham Private Wealth
California
$559K +$525K +2,111 New
77 78
79
80 81