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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2051
Fortune Financial Advisors
Kansas
$347K +$23.5K +88 +7%
EAM
2052
Evanson Asset Management
California
$346K -$48.2K -180 -12%
IP
2053
Ignite Planners
California
$345K +$44.7K +167 +15%
WKSWA
2054
White Knight Strategic Wealth Advisors
New Jersey
$345K +$32.6K +122 +10%
BFC
2055
Bedel Financial Consulting
Indiana
$345K +$30.2K +113 +9%
ATC
2056
Adirondack Trust Company
New York
$345K -$2.41K -9 -0.7%
SOS
2057
Silver Oak Securities
Tennessee
$345K -$27K -101 -7%
VCG
2058
Vantage Consulting Group
Virginia
$344K +$80.5K +301 +29%
RWPA
2059
Richard W. Paul & Associates
Michigan
$343K -$2.41K -9 -0.7%
DWS
2060
Dynamic Wealth Strategies
California
$342K +$3.21K +12 +0.9%
WBCM
2061
Wilson & Boucher Capital Management
California
$341K – – –
FNBSF
2062
First National Bank Sioux Falls
South Dakota
$340K – – –
SSWM
2063
Sheets Smith Wealth Management
North Carolina
$340K -$543K -2,030 -61%
HAM
2064
Harmony Asset Management
Arizona
$339K +$353K +1,320 New
LDB
2065
Lee, Danner & Bass
Tennessee
$338K +$352K +1,315 New
BBNA
2066
Bremer Bank National Association
Minnesota
$338K +$37.7K +141 +12%
BCP
2067
Berkeley Capital Partners
Georgia
$337K -$24.9K -93 -7%
NWWA
2068
New Wave Wealth Advisors
Arkansas
$336K +$350K +1,308 New
CCM
2069
Consolidated Capital Management
California
$335K -$8.03K -30 -2%
DA
2070
DSC Advisors
Illinois
$335K +$10.4K +39 +3%
KWM
2071
Kolinsky Wealth Management
New Jersey
$335K -$49.8K -186 -13%
SFC
2072
SYM Financial Corp
Indiana
$334K +$348K +1,301 New
AT
2073
Arvest Trust
Oklahoma
$334K -$41.2K -154 -11%
RFA
2074
Resurgent Financial Advisors
Georgia
$333K +$19.8K +74 +6%
CGA
2075
Crescent Grove Advisors
Illinois
$332K +$346K +1,292 New
81 82
83
84 85