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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WQ
2101
Wealth Quarterback
New Jersey
$45K +$4.83K +19 +13%
CHA
2102
Carmichael Hill & Associates
Maryland
$45K +$14.2K +56 +51%
MG
2103
MilWealth Group
Wisconsin
$44.8K – – –
DSC
2104
Duncker Streett & Co
Missouri
$44K – – –
WLPWM
2105
Walled Lake Planning & Wealth Management
Illinois
$44K +$254 +1 +0.6%
LFG
2106
Larson Financial Group
Missouri
$42K +$4.32K +17 +12%
CAM
2107
Costello Asset Management
Pennsylvania
$42K +$17.8K +70 +83%
GLLW
2108
Graves Light Lenhart Wealth
Virginia
$41K +$1.52K +6 +4%
RWM
2109
Raffa Wealth Management
District of Columbia
$40.4K +$1.02K +4 +3%
MA
2110
MCF Advisors
Kentucky
$39K +$36.3K +143 New
FPFS
2111
First Personal Financial Services
North Carolina
$36K +$15.2K +60 +83%
FBT
2112
First Bank & Trust
South Dakota
$35K – – –
FPB
2113
First PREMIER Bank
South Dakota
$35K – – –
JWBC
2114
John W. Brooker & Co
California
$35K – – –
MHR
2115
Matthew Hamilton Rosenberg
$34K +$31.7K +125 New
PO
2116
Private Ocean
California
$33K -$3.81K -15 -11%
MWC
2117
MBM Wealth Consultants
Missouri
$32K – – –
ONST
2118
Old North State Trust
North Carolina
$31K – – –
BAM
2119
Bellevue Asset Management
Washington
$30K -$5.59K -22 -17%
APWA
2120
Atlas Private Wealth Advisors
New Jersey
$30K -$4.32K -17 -13%
CMA
2121
Cedar Mountain Advisors
Oregon
$30K – – –
RG
2122
Retirement Group
California
$30K +$3.05K +12 +12%
JPLA
2123
Joseph P. Lucia & Associates
New York
$30K +$25.1K +99 +762%
TLCM
2124
Twin Lakes Capital Management
California
$29K – – –
ECM
2125
Estabrook Capital Management
New York
$27.1K – – –
83 84
85
86 87