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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2051
Herold Advisors
New York
$496K +$18.6K +75 +4%
BFPW
2052
BOK Financial Private Wealth
Colorado
$495K -$1.74K -7 -0.4%
CCWM
2053
Cassaday & Co Wealth Management
Virginia
$492K +$118K +476 +35%
WHCI
2054
W.H. Cornerstone Investments
Massachusetts
$491K -$20.1K -81 -4%
FPWM
2055
FSB Premier Wealth Management
Iowa
$491K +$10.2K +41 +2%
GF
2056
Gabelli Funds
New York
$490K -$28.6K -115 -6%
SFO
2057
Stokes Family Office
Louisiana
$490K +$42.5K +171 +10%
RFW
2058
Rainier Family Wealth
Washington
$490K +$183K +737 +66%
DOA
2059
D'Orazio & Associates
Virginia
$487K -$5.47K -22 -1%
B
2060
Bellecapital
Switzerland
$487K – – –
AA
2061
Armis Advisers
Georgia
$487K +$167K +674 +37%
CA
2062
CoreCap Advisors
Michigan
$486K -$94.9K -382 -17%
FA
2063
FF Advisors
California
$485K -$5.47K -22 -1%
MUMSS
2064
Mitsubishi UFJ Morgan Stanley Securities
Japan
$485K +$455K +1,832 New
CWA
2065
Clarity Wealth Advisors
California
$485K -$18.1K -73 -4%
RC
2066
Rexford Capital
Texas
$485K -$58.6K -236 -11%
AI
2067
AdvisorShares Investments
Maryland
$485K +$455K +1,830 New
MP
2068
Moment Partners
California
$485K – – –
ACA
2069
Affinity Capital Advisors
California
$483K +$62.6K +252 +16%
TW
2070
Traveka Wealth
California
$483K -$24.4K -98 -5%
HIC
2071
Hartline Investment Corp
Illinois
$483K -$3.88M -15,628 -90%
EWA
2072
Encompass Wealth Advisors
Oregon
$481K +$25.8K +104 +6%
WC
2073
Waterloo Capital
Texas
$479K +$58.4K +235 +15%
BMC
2074
Benin Management Corp
Connecticut
$479K +$4.97K +20 +1%
CRWM
2075
Castle Rock Wealth Management
California
$477K -$49.2K -198 -7%
81 82
83
84 85