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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2076
Waddell & Associates
Tennessee
$476K -$50.7K -204 -10%
VIM
2077
Vista Investment Management
Pennsylvania
$474K -$34K -137 -7%
AIMA
2078
Ables Iannone Moore & Associates
Georgia
$471K -$134K -539 -23%
WCM
2079
Wedge Capital Management
North Carolina
$471K +$27.3K +110 +7%
BPFA
2080
Barnes Pettey Financial Advisors
Mississippi
$469K +$18.6K +75 +4%
WG
2081
Welch Group
Alabama
$467K +$23.6K +95 +6%
PSP
2082
Pacific Sage Partners
Washington
$467K -$10.2K -41 -2%
FSA
2083
Franklin Street Advisors
North Carolina
$466K -$41K -165 -9%
APW
2084
Austin Private Wealth
Texas
$466K -$326K -1,311 -43%
PWM
2085
Pines Wealth Management
North Carolina
$464K +$6.46K +26 +2%
SWGC
2086
Summit Wealth Group (Colorado)
Colorado
$463K -$2.94M -11,825 -87%
APWM
2087
Argonautica Private Wealth Management
Massachusetts
$463K -$11.2K -45 -3%
GCA
2088
Gallagher Capital Advisors
Texas
$463K -$431K -1,733 -50%
TFM
2089
TFC Financial Management
Massachusetts
$462K +$85K +342 +24%
ML
2090
McAdam LLC
Pennsylvania
$462K +$33.3K +134 +8%
KLCM
2091
KG&L Capital Management
Louisiana
$461K -$47.2K -190 -10%
FEG
2092
Financial Enhancement Group
Indiana
$458K -$81K -326 -14%
JCM
2093
Jacobsen Capital Management
Utah
$458K -$47.2K -190 -10%
DWS
2094
Dynamic Wealth Strategies
California
$458K +$35K +141 +9%
SCM
2095
Schnieders Capital Management
California
$457K – – –
TWP
2096
Tyche Wealth Partners
Texas
$456K -$7.95K -32 -2%
FLP
2097
Financial Life Planners
Arizona
$455K -$28.6K -115 -6%
WPC
2098
Waters Parkerson & Co
Louisiana
$454K – – –
TC
2099
TFR Capital
Texas
$454K +$2.48K +10 +0.6%
KCP
2100
Kera Capital Partners
California
$453K +$313K +1,259 +144%
82 83
84
85 86