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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFC
2026
Phocas Financial Corp
California
$210K +$203K +995 New
VP
2027
Verum Partners
North Carolina
$210K +$203K +995 New
WRM
2028
Weybosset Research & Management
Rhode Island
$210K -$127K -620 -38%
GCA
2029
Gradient Capital Advisors
California
$210K +$203K +994 New
RA
2030
Rockingstone Advisors
Massachusetts
$210K +$203K +992 New
CA
2031
Cornerstone Advisory
Maryland
$207K -$36.5K -179 -15%
AT
2032
American Trust
Kentucky
$207K +$200K +980 New
WPC
2033
White Pine Capital
Minnesota
$207K +$200K +980 New
MP
2034
McDonald Partners
Ohio
$207K -$75.7K -371 -27%
CWM
2035
Centric Wealth Management
Illinois
$206K -$52.5K -257 -21%
WFA
2036
Wellspring Financial Advisors
Ohio
$206K +$199K +974 New
OHWA
2037
Oak Hill Wealth Advisors
Virginia
$205K +$198K +972 New
TA
2038
Townsend & Associates
Colorado
$205K +$185K +908 New
PP
2039
Pegasus Partners
Wisconsin
$205K +$198K +970 New
GLA
2040
Good Life Advisors
Pennsylvania
$205K -$20.2K -99 -9%
SWG
2041
Summit Wealth Group
Vermont
$204K -$39.2M -191,823 -99%
FNFDCM
2042
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$203K +$196K +962 New
EW
2043
Enzi Wealth
Texas
$202K +$179K +878 New
CG
2044
Clifford Group
Massachusetts
$202K +$195K +957 New
FWM
2045
Forza Wealth Management
Florida
$202K +$195K +957 New
AA
2046
Apriem Advisors
California
$202K -$40.8K -200 -17%
SFP
2047
Sweet Financial Partners
Minnesota
$201K +$195K +953 New
SAF
2048
Smith Anglin Financial
Texas
$200K -$33.1K -162 -15%
IFPG
2049
Intrepid Financial Planning Group
Indiana
$200K +$194K +948 New
SIMG
2050
Stephens Investment Management Group
Texas
$199K – – –
80 81
82
83 84