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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2101
Schnieders Capital Management
California
$506K +$269K +1,007 +119%
AA
2102
Auxano Advisors
Washington
$505K +$275K +1,030 +125%
ANBT
2103
American National Bank & Trust
Texas
$504K +$9.89K +37 +2%
WJWM
2104
Williams Jones Wealth Management
New York
$503K -$187K -698 -27%
JSC
2105
Jackson Square Capital
California
$502K +$291K +1,088 +144%
ICP
2106
Impact Capital Partners
Colorado
$496K +$23.5K +88 +5%
SAF
2107
Smith Anglin Financial
Texas
$495K +$39.3K +147 +9%
GSWM
2108
Golden State Wealth Management
California
$493K -$32.6K -122 -6%
PSP
2109
Pacific Sage Partners
Washington
$492K +$8.29K +31 +2%
AF
2110
Apexium Financial
Texas
$491K +$2.41K +9 +0.5%
ASBI
2111
American State Bank (Iowa)
Iowa
$490K +$64.4K +241 +15%
HHRDM
2112
H&H Retirement Design & Management
Nevada
$490K +$7.22K +27 +1%
FPWM
2113
FSB Premier Wealth Management
Iowa
$489K +$50K +187 +12%
IP
2114
Ignite Planners
California
$489K +$3.48K +13 +0.7%
EA
2115
Everpar Advisors
Oklahoma
$489K -$52.7K -197 -10%
APWM
2116
Argonautica Private Wealth Management
Massachusetts
$488K -$267 -1 -0.1%
PWM
2117
Pines Wealth Management
North Carolina
$488K -$100K -374 -17%
MWM
2118
Maridea Wealth Management
New York
$487K +$273K +1,020 +133%
FFA
2119
Fi3 Financial Advisors
Indiana
$487K -$50K -187 -9%
RBWA
2120
RFG - Bristol Wealth Advisors
Massachusetts
$486K -$82.1K -307 -15%
OWM
2121
OneAscent Wealth Management
Alabama
$486K +$45.4K +170 +11%
FZCM
2122
Flynn Zito Capital Management
New York
$486K -$147K -549 -24%
SC
2123
Summa Corp
Texas
$485K +$476K +1,780 New
RIG
2124
Ramiah Investment Group
Wisconsin
$485K +$27K +101 +6%
QFW
2125
QTR Family Wealth
Florida
$484K +$217K +812 +84%
83 84
85
86 87