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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
2101
Glassy Mountain Advisors
Maryland
$320K +$5.35K +20 +2%
MG
2102
Meritage Group
California
$320K -$23M -86,094 -99%
CAGAS
2103
Capital Advisory Group Advisory Services
Minnesota
$319K – – –
HB
2104
HTLF Bank
Colorado
$319K +$8.29K +31 +3%
HWA
2105
HCR Wealth Advisors
California
$318K +$15.8K +59 +5%
SWA
2106
Strata Wealth Advisors
Texas
$318K -$104K -390 -24%
WG
2107
Wealth Group
North Carolina
$318K +$2.68K +10 +0.8%
WJA
2108
Willis Johnson & Associates
Texas
$318K +$80K +299 +32%
APW
2109
Aurora Private Wealth
New Jersey
$316K +$329K +1,230 New
PBK
2110
Peoples Bank (Kansas)
Kansas
$315K +$277K +1,035 +545%
IA
2111
Insight Advisors
Pennsylvania
$314K -$263K -982 -45%
CIS
2112
Custom Index Systems
New York
$314K -$319K -1,194 -49%
OWA
2113
Opal Wealth Advisors
New York
$312K +$52.7K +197 +19%
GCAC
2114
Guardian Capital Advisors (Canada)
Ontario, Canada
$311K -$482K -1,800 -59%
PGWM
2115
Parisi Gray Wealth Management
New Jersey
$310K +$34.3K +128 +12%
JF
2116
JSF Financial
California
$310K – – –
GCA
2117
Gradient Capital Advisors
California
$309K +$1.61K +6 +0.5%
WA
2118
Wealth Architects
California
$308K -$6.96K -26 -2%
WAM
2119
WNY Asset Management
New York
$308K -$78.4K -293 -20%
KIG
2120
Kennedy Investment Group
New Jersey
$307K -$21.4K -80 -6%
FCG
2121
Fielder Capital Group
Tennessee
$307K +$31K +116 +11%
FFA
2122
Fi3 Financial Advisors
Indiana
$307K -$106K -396 -25%
FA
2123
Fiduciary Alliance
South Carolina
$307K +$321K +1,198 New
PAG
2124
Private Advisory Group
Washington
$306K -$129K -483 -29%
SG
2125
Somerset Group
Minnesota
$305K -$4.82K -18 -1%
83 84
85
86 87