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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RL
2076
Rogco LP
Oklahoma
$212K – – –
CWA
2077
Cura Wealth Advisors
Illinois
$212K -$17.6K -100 -7%
BBL
2078
Beck Bode LLC
Massachusetts
$212K +$238K +1,351 New
PWPS
2079
Pinnacle Wealth Planning Services
Ohio
$211K -$113K -645 -32%
SSCA
2080
South Shore Capital Advisors
Massachusetts
$211K +$33.2K +189 +16%
SW
2081
SkyOak Wealth
Michigan
$211K +$17.6K +100 +8%
BFS
2082
BridgePort Financial Solutions
Iowa
$211K -$354K -2,013 -60%
SCA
2083
Sandy Cove Advisors
Massachusetts
$210K -$19.5K -111 -8%
BWL
2084
Bogart Wealth LLC
Virginia
$209K +$42K +239 +22%
TWM
2085
TRB Wealth Management
Texas
$209K -$196K -1,114 -46%
FFG
2086
Frisch Financial Group
New York
$208K +$233K +1,325 New
WBCM
2087
Wilson & Boucher Capital Management
California
$208K – – –
BTIM
2088
BancFirst Trust & Investment Management
Oklahoma
$207K +$231K +1,311 New
EM
2089
Excalibur Management
Massachusetts
$207K +$22.2K +126 +11%
WF
2090
Wayfinding Financial
Washington
$207K -$37.5K -213 -14%
CCM
2091
Consolidated Capital Management
California
$207K – – –
CAC
2092
Core Alternative Capital
Georgia
$206K +$35.7K +203 +18%
CA
2093
COFG Advisors
Illinois
$206K -$32.9K -187 -12%
SWM
2094
Scissortail Wealth Management
Oklahoma
$206K +$12.1K +69 +6%
DJYG
2095
David J. Yvars Group
Florida
$205K -$7.03K -40 -3%
CA
2096
Cornerstone Advisory
Maryland
$205K -$61.4K -349 -21%
BRIA
2097
Balanced Rock Investment Advisors
Massachusetts
$205K -$32.9K -187 -13%
OPWM
2098
Oregon Pacific Wealth Management
Oregon
$205K -$3.69K -21 -2%
LWM
2099
LightSquare Wealth Management
Michigan
$205K +$26.7K +152 +13%
WETS
2100
Wealth Enhancement Trust Services
South Dakota
$204K -$36.2K -206 -14%
82 83
84
85 86