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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1976
Berger Financial Group
Minnesota
$254K -$21.1K -120 -7%
HHCP
1977
Hilton Head Capital Partners
South Carolina
$252K -$436K -2,481 -61%
EP
1978
Elkhorn Partners
Nebraska
$251K +$52.8K +300 +23%
LA
1979
LexAurum Advisors
Kansas
$250K +$3.17K +18 +1%
BOS
1980
Bank of Stockton
California
$250K -$352 -2 -0.1%
SCG
1981
Sonata Capital Group
Washington
$250K +$52.8K +300 +23%
SFP
1982
Shepherd Financial Partners
Massachusetts
$249K -$828K -4,707 -75%
AP
1983
Arlington Partners
Alabama
$249K +$55.4K +315 +25%
CT
1984
Colonial Trust
South Carolina
$249K -$2.29K -13 -0.8%
OFO
1985
OneAscent Family Office
Alabama
$248K +$41.9K +238 +18%
TCM
1986
Traub Capital Management
Massachusetts
$248K +$278K +1,583 New
FWM
1987
Forza Wealth Management
Florida
$248K +$87.9K +500 +46%
QC
1988
Quent Capital
New York
$247K -$75.6K -430 -21%
LOWM
1989
Laurel Oak Wealth Management
New Jersey
$247K -$67.5K -384 -20%
WAM
1990
Wakefield Asset Management
Colorado
$247K – – –
WE
1991
Wealth Effects
Massachusetts
$247K +$69.5K +395 +33%
OBWG
1992
Onyx Bridge Wealth Group
New York
$247K -$55.9K -318 -17%
ST
1993
Smithfield Trust
Pennsylvania
$246K -$47.1K -268 -15%
OWMIAS
1994
One Wealth Management Investment & Advisory Services
Florida
$246K -$19K -108 -6%
PGAM
1995
Princeton Global Asset Management
New Jersey
$244K +$183K +1,040 +201%
S
1996
Sunpointe
Missouri
$244K -$120K -685 -31%
CFO
1997
CVA Family Office
Colorado
$243K -$69.3K -394 -20%
EHWM
1998
Eads & Heald Wealth Management
Georgia
$242K -$30.8K -175 -10%
AWM
1999
Accurate Wealth Management
Florida
$242K -$248K -1,413 -49%
PWMG
2000
Pioneer Wealth Management Group
Texas
$242K +$703 +4 +0.3%
78 79
80
81 82