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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1976
Smithfield Trust
Pennsylvania
$246K -$47.1K -268 -15%
OWMIAS
1977
One Wealth Management Investment & Advisory Services
Florida
$246K -$19K -108 -6%
PGAM
1978
Princeton Global Asset Management
New Jersey
$244K +$183K +1,040 +201%
S
1979
Sunpointe
Missouri
$244K -$120K -685 -31%
CFO
1980
CVA Family Office
Colorado
$243K -$69.3K -394 -20%
EHWM
1981
Eads & Heald Wealth Management
Georgia
$242K -$30.8K -175 -10%
AWM
1982
Accurate Wealth Management
Florida
$242K -$248K -1,413 -49%
PWMG
1983
Pioneer Wealth Management Group
Texas
$242K +$703 +4 +0.3%
LOIM
1984
Liberty One Investment Management
Illinois
$241K -$426K -2,423 -61%
RZH
1985
Relyea Zuckerberg Hanson
Connecticut
$241K -$290K -1,648 -52%
UWP
1986
Uniting Wealth Partners
Kansas
$241K +$32.7K +186 +14%
5NPW
1987
55 North Private Wealth
Florida
$241K +$270K +1,538 New
WC
1988
Westerkirk Capital
$240K – – –
PA
1989
Planning Alternatives
Michigan
$240K +$176 +1 +0.1%
WA
1990
Waddell & Associates
Tennessee
$239K -$810K -4,607 -75%
ITIM
1991
Indiana Trust & Investment Management
Indiana
$239K +$91.4K +520 +52%
RFA
1992
Rollins Financial Advisors
New York
$239K -$335K -1,905 -56%
APC
1993
Aspire Private Capital
North Carolina
$238K +$267K +1,520 New
AWA
1994
Adapt Wealth Advisors
Georgia
$238K -$41.9K -238 -14%
TW
1995
Traveka Wealth
California
$238K -$24.6K -140 -8%
GAM
1996
Griffin Asset Management
New York
$237K +$266K +1,511 New
VC
1997
Veery Capital
Delaware
$237K +$2.64K +15 +1%
EWM
1998
Elevatus Welath Management
New York
$237K +$76.7K +436 +41%
SI
1999
Seeds Investor
New York
$236K -$51.9K -295 -16%
FFG
2000
Forum Finance Group
$236K -$114K -651 -26%
78 79
80
81 82