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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PUI
2126
Purpose Unlimited Inc
$168K – – –
JSAM
2127
J. Safra Asset Management
New York
$168K -$197K -1,121 -51%
VIS
2128
Vega Investment Solutions
France
$166K -$128K -727 -41%
KFA
2129
Kelleher Financial Advisors
New York
$165K +$48.9K +278 +36%
CAL
2130
Capital Advisors Ltd
Ohio
$165K +$58.9K +335 +47%
GCS
2131
Gordian Capital (Singapore)
Singapore
$163K – – –
NL
2132
NVWM LLC
Pennsylvania
$162K -$515K -2,926 -80%
WPWM
2133
Western Pacific Wealth Management
Illinois
$160K -$331K -1,880 -65%
KA
2134
Kozak & Associates
Colorado
$158K +$528 +3 +0.3%
ECM
2135
Elgethun Capital Management
South Dakota
$158K +$24.4K +139 +16%
GSWM
2136
Golden State Wealth Management
California
$157K +$9.67K +55 +6%
ORAM
2137
One River Asset Management
Connecticut
$149K -$37.6K -214 -18%
RDFA
2138
Ritter Daniher Financial Advisory
Ohio
$144K -$68.1K -387 -30%
CW
2139
CrossGen Wealth
North Carolina
$143K -$177K -1,004 -52%
OC
2140
Oakworth Capital
Alabama
$141K +$27.3K +155 +21%
FCAS
2141
First Command Advisory Services
Texas
$140K +$10.7K +61 +7%
HFS
2142
Hughes Financial Services
Virginia
$138K -$1.76K -10 -1%
GCP
2143
Gill Capital Partners
Colorado
$138K – – –
MAS
2144
MPWM Advisory Solutions
Georgia
$137K +$90.6K +515 +142%
RWM
2145
Rialto Wealth Management
New York
$137K -$6.33K -36 -4%
APFP
2146
Action Point Financial Planning
Michigan
$135K +$127K +724 New
SMBT
2147
Southern Michigan Bank & Trust
Michigan
$134K – – –
UCB
2148
United Community Bank
South Carolina
$132K -$205K -1,165 -58%
TFM
2149
TFC Financial Management
Massachusetts
$131K -$135K -768 -48%
DIP
2150
DT Investment Partners
Pennsylvania
$131K -$7.91K -45 -5%
84 85
86
87 88