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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2076
Scissortail Wealth Management
Oklahoma
$206K +$12.1K +69 +6%
DJYG
2077
David J. Yvars Group
Florida
$205K -$7.03K -40 -3%
CA
2078
Cornerstone Advisory
Maryland
$205K -$61.4K -349 -21%
BRIA
2079
Balanced Rock Investment Advisors
Massachusetts
$205K -$32.9K -187 -13%
OPWM
2080
Oregon Pacific Wealth Management
Oregon
$205K -$3.69K -21 -2%
LWM
2081
LightSquare Wealth Management
Michigan
$205K +$26.7K +152 +13%
WETS
2082
Wealth Enhancement Trust Services
South Dakota
$204K -$36.2K -206 -14%
VF
2083
Vawter Financial
Ohio
$204K – – –
KV
2084
Kickstand Ventures
New York
$204K +$27.1K +154 +13%
IP
2085
Isthmus Partners
Wisconsin
$204K +$3.34K +19 +1%
IWA
2086
Inspirion Wealth Advisors
Illinois
$204K +$12.3K +70 +6%
IFPG
2087
Intrepid Financial Planning Group
Indiana
$202K +$7.91K +45 +4%
ESC
2088
Eurizon SLJ Capital
$202K – – –
VFO
2089
Virtus Family Office
Texas
$202K +$226K +1,287 New
SW
2090
SlateStone Wealth
Florida
$200K -$10.9K -62 -5%
CA
2091
Crewe Advisors
Utah
$200K +$2.64K +15 +1%
GTAM
2092
Global Trust Asset Management
Florida
$196K +$70.5K +401 +47%
WWM
2093
Wolff Wiese Magana
California
$195K -$11.6K -66 -5%
AT
2094
Avalon Trust
New Mexico
$195K -$141K -800 -39%
RF
2095
Rossby Financial
Florida
$192K -$102K -580 -32%
ATC
2096
Adirondack Trust Company
New York
$189K -$10.6K -60 -5%
NAMP
2097
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$188K +$202K +1,150 New
ANBT
2098
American National Bank & Trust
Texas
$186K -$2.99K -17 -1%
IAAG
2099
Innovative Asset Advisors Group
Connecticut
$184K +$110K +627 +115%
AIM
2100
Acropolis Investment Management
Missouri
$183K -$21.8K -124 -10%
82 83
84
85 86