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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2101
Gallagher Fiduciary Advisors
Illinois
$319K +$274K +1,212 New
CCFM
2102
Clear Creek Financial Management
Washington
$318K +$22.4K +99 +9%
OAM
2103
Oxford Asset Management
United Kingdom
$318K +$273K +1,207 New
JF
2104
JSF Financial
California
$317K +$1.36K +6 +0.5%
TCM
2105
Traynor Capital Management
Pennsylvania
$316K -$22.4K -99 -8%
YWM
2106
Yoder Wealth Management
California
$316K -$8.37K -37 -3%
CPA
2107
Capital Planning Advisors
California
$315K -$905 -4 -0.3%
PCM
2108
Princeton Capital Management
New Jersey
$315K – – –
FNFDCM
2109
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$315K +$37.3K +165 +16%
JWM
2110
Janiczek Wealth Management
Colorado
$315K -$14.5K -64 -5%
SG
2111
Somerset Group
Minnesota
$315K – – –
FOA
2112
Five Oceans Advisors
California
$314K +$226 +1 +0.1%
WP
2113
Westmount Partners
California
$314K +$22K +97 +9%
GCA
2114
Gradient Capital Advisors
California
$313K -$453 -2 -0.2%
WP
2115
WMS Partners
Maryland
$312K -$4.75K -21 -2%
CSB
2116
City State Bank
Iowa
$311K – – –
ETCM
2117
Evolutionary Tree Capital Management
Virginia
$311K – – –
HWA
2118
HCR Wealth Advisors
California
$310K +$267K +1,179 New
LF
2119
Lantz Financial
Illinois
$309K +$5.66K +25 +2%
FWCM
2120
Ferguson Wellman Capital Management
Oregon
$309K -$4.3K -19 -2%
FPAS
2121
Focus Partners Advisor Solutions
Missouri
$307K -$86.2K -381 -25%
RP
2122
Riverwater Partners
Wisconsin
$305K +$263K +1,160 New
MAWCM
2123
Mine & Arao Wealth Creation & Management
California
$305K +$86.2K +381 +49%
EW
2124
Element Wealth
Mississippi
$305K -$12.9K -57 -5%
GA
2125
GSG Advisors
New Jersey
$304K +$273K +1,206 New
83 84
85
86 87