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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2076
Waddell & Associates
Tennessee
$445K +$7.21K +25 +2%
OWA
2077
Outlook Wealth Advisors
Texas
$444K +$75.6K +262 +22%
GD
2078
Grandfield & Dodd
New York
$443K +$2.02K +7 +0.5%
CCA
2079
Cobblestone Capital Advisors
New York
$443K – – –
PAG
2080
Paladin Advisory Group
Iowa
$443K – – –
SFI
2081
SPC Financial Inc
Maryland
$442K +$18.2K +63 +4%
PCMC
2082
Private Capital Management (Colorado)
Colorado
$439K -$11.8K -41 -3%
NSIM
2083
North Star Investment Management
Illinois
$438K +$39.2K +136 +10%
AT
2084
Arvest Trust
Oklahoma
$438K +$8.66K +30 +2%
VI
2085
VanderPol Investments
Michigan
$437K -$114K -394 -21%
SPWG
2086
Sage Private Wealth Group
Illinois
$437K +$179K +622 +75%
FFA
2087
Fi3 Financial Advisors
Indiana
$435K -$11K -38 -2%
FRA
2088
Frank Rimerman Advisors
California
$435K – – –
SOS
2089
Silver Oak Securities
Tennessee
$434K -$43.3K -150 -9%
DIM
2090
DC Investments Management
Virginia
$434K – – –
SCM
2091
Schnieders Capital Management
California
$433K +$58.6K +203 +16%
GLA
2092
Good Life Advisors
Pennsylvania
$429K -$50.5K -175 -11%
CFO
2093
CVA Family Office
Colorado
$429K +$1.44K +5 +0.4%
WDL
2094
Well Done LLC
Michigan
$429K +$29.1K +101 +8%
LPAM
2095
Lodestar Private Asset Management
California
$429K – – –
CFD
2096
Creative Financial Designs
Indiana
$426K +$866 +3 +0.2%
DTL
2097
Dynamic Technology Lab
Singapore
$425K -$106K -369 -21%
IGWM
2098
ICA Group Wealth Management
Colorado
$425K +$115K +397 +39%
SMA
2099
Seven Mile Advisory
New Jersey
$425K +$12.7K +44 +3%
WIA
2100
Wetzel Investment Advisors
Indiana
$424K -$21.9K -76 -5%
82 83
84
85 86