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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1976
Pursue Wealth Partners
California
$347K -$475K -2,292 -55%
MP
1977
Moment Partners
California
$344K +$3.73K +18 +1%
ST
1978
Smithfield Trust
Pennsylvania
$344K -$93.2K -450 -20%
OFA
1979
Orographic Financial Advisors
Colorado
$344K +$382K +1,845 New
ACA
1980
Affinity Capital Advisors
California
$343K +$3.11K +15 +0.8%
AA
1981
Addison Advisors
Vermont
$342K -$60.3K -291 -14%
LSIA
1982
LaSalle St. Investment Advisors
Illinois
$342K +$37.3K +180 +11%
GMFG
1983
Greater Midwest Financial Group
Minnesota
$342K -$2.87M -13,862 -88%
SFG
1984
Southern Financial Group
Alabama
$340K +$89.3K +431 +31%
ACIM
1985
Azimuth Capital Investment Management
Michigan
$339K -$7.45M -35,965 -95%
APWM
1986
Argonautica Private Wealth Management
Massachusetts
$337K +$12.4K +60 +3%
PSP
1987
Pacific Sage Partners
Washington
$336K +$8.08K +39 +2%
RF
1988
Rossby Financial
Florida
$336K +$73.8K +356 +25%
FSBI
1989
Fearless Solutions (Best Invest)
Texas
$336K -$61.1K -295 -14%
GC
1990
GFG Capital
Florida
$335K +$372K +1,797 New
CWA
1991
Clarity Wealth Advisors
California
$335K -$7.25K -35 -2%
EWS
1992
Evergreen Wealth Solutions
Pennsylvania
$335K +$372K +1,795 New
EP
1993
Edgestream Partners
New Jersey
$335K -$185K -892 -33%
VIS
1994
Vega Investment Solutions
France
$334K -$624K -3,010 -63%
ML
1995
McAdam LLC
Pennsylvania
$330K +$4.97K +24 +1%
FFA
1996
Fi3 Financial Advisors
Indiana
$329K -$22.6K -109 -6%
CCP
1997
Cane Capital Partners
Louisiana
$328K +$46.2K +223 +15%
EPIMS
1998
Evelyn Partners Investment Management Services
$328K -$55.1K -266 -13%
AWA
1999
Adapt Wealth Advisors
Georgia
$328K +$90.1K +435 +33%
CFSG
2000
Clark Financial Services Group
Missouri
$328K +$88.7K +428 +32%
78 79
80
81 82