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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1976
CIM Investment Management
Pennsylvania
$615K -$622 -2 -0.1%
AWE
1977
Avidian Wealth Enterprises
Texas
$614K -$75.9K -244 -10%
BPW
1978
Bingham Private Wealth
California
$613K +$21.5K +69 +3%
AF
1979
Apollon Financial
South Carolina
$612K +$18.7K +60 +3%
PWM
1980
Prosperity Wealth Management
California
$611K +$90.2K +290 +15%
1CP
1981
17 Capital Partners
Arizona
$611K +$7.78K +25 +1%
BFG
1982
Berger Financial Group
Minnesota
$610K +$8.71K +28 +1%
NFA
1983
Northwest Financial Advisors
Virginia
$609K +$87.7K +282 +14%
3IP
1984
3Chopt Investment Partners
Virginia
$609K +$706K +2,270 New
IA
1985
IFG Advisory
Georgia
$608K -$1.24K -4 -0.2%
CSA
1986
Cornerstone Select Advisors
Missouri
$607K +$168K +541 +31%
BW
1987
BXM Wealth
Colorado
$606K +$356K +1,143 +102%
NC
1988
Napatree Capital
Rhode Island
$605K +$229K +735 +48%
VIM
1989
Vista Investment Management
Pennsylvania
$604K -$93K -299 -12%
MG
1990
McHugh Group
Ohio
$604K +$62.2K +200 +10%
CWM
1991
Centurion Wealth Management
Virginia
$599K – – –
FSA
1992
Fort Sheridan Advisors
Illinois
$598K +$187K +601 +37%
CA
1993
Crumly & Associates
Illinois
$598K +$15.9K +51 +2%
BWM
1994
BankPlus Wealth Management
Mississippi
$596K +$8.71K +28 +1%
RIP
1995
RAM Investment Partners
Washington
$595K -$25.8K -83 -4%
VCA
1996
Verdence Capital Advisors
Maryland
$595K +$25.8K +83 +4%
JSL
1997
JT Stratford LLC
Georgia
$594K -$93.3K -300 -12%
FA
1998
Fedenia Advisers
Wisconsin
$592K +$275K +885 +67%
WCFA
1999
Walkner Condon Financial Advisors
Wisconsin
$590K +$20.8K +67 +3%
FA
2000
Fermata Advisors
California
$590K +$319K +1,025 +87%
78 79
80
81 82