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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1976
Brookwood Investment Group
Arizona
$558K -$550K -2,213 -51%
FSBI
1977
Fearless Solutions (Best Invest)
Texas
$555K -$351K -1,412 -40%
AG
1978
AmeriFlex Group
Nevada
$553K -$67.1K -270 -11%
OBWG
1979
Onyx Bridge Wealth Group
New York
$552K -$1.99K -8 -0.4%
4A
1980
4Wealth Advisors
Illinois
$552K +$46.7K +188 +10%
SP
1981
Stonebrook Private
Michigan
$551K -$684K -2,752 -57%
CWM
1982
Centurion Wealth Management
Virginia
$550K +$8.45K +34 +2%
MWM
1983
Mosley Wealth Management
California
$548K +$567K +2,280 New
HWA
1984
HCR Wealth Advisors
California
$548K +$130K +522 +34%
LWM
1985
Latko Wealth Management
Illinois
$547K +$746 +3 +0.1%
LOWM
1986
Laurel Oak Wealth Management
New Jersey
$547K +$513K +2,065 New
SIA
1987
SGL Investment Advisors
Montana
$546K +$63.4K +255 +10%
PCMH
1988
Polymer Capital Management (HK)
Hong Kong
$545K +$512K +2,059 New
1CP
1989
17 Capital Partners
Arizona
$544K -$57.9K -233 -10%
MG
1990
McHugh Group
Ohio
$543K – – –
PWP
1991
Phillips Wealth Planners
Mississippi
$543K -$91.2K -367 -13%
RIP
1992
RAM Investment Partners
Washington
$541K -$62.6K -252 -11%
AP
1993
Appleton Partners
Massachusetts
$539K -$21.6K -87 -4%
JWM
1994
Jeppson Wealth Management
California
$537K – – –
SWM
1995
Sandro Wealth Management
New Jersey
$537K +$503K +2,026 New
EPIMS
1996
Evelyn Partners Investment Management Services
$536K -$332K -1,336 -40%
HNB
1997
Hilltop National Bank
Wyoming
$536K -$140K -565 -22%
WAG
1998
Wallace Advisory Group
California
$535K +$260K +1,046 +107%
LA
1999
LVW Advisors
New York
$535K +$43K +173 +9%
SFG
2000
Synergy Financial Group
California
$533K -$5.72K -23 -1%
78 79
80
81 82