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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
2126
MPWM Advisory Solutions
Georgia
$137K +$90.6K +515 +142%
RWM
2127
Rialto Wealth Management
New York
$137K -$6.33K -36 -4%
APFP
2128
Action Point Financial Planning
Michigan
$135K +$127K +724 New
SMBT
2129
Southern Michigan Bank & Trust
Michigan
$134K – – –
UCB
2130
United Community Bank
South Carolina
$132K -$205K -1,165 -58%
TFM
2131
TFC Financial Management
Massachusetts
$131K -$135K -768 -48%
DIP
2132
DT Investment Partners
Pennsylvania
$131K -$7.91K -45 -5%
SWM
2133
SHP Wealth Management
Massachusetts
$129K +$43.6K +248 +43%
TFA
2134
Transamerica Financial Advisors
Florida
$128K +$11.6K +66 +9%
GA
2135
GoalVest Advisory
New York
$127K – – –
AIM
2136
Axiom Investment Management
New York
$127K -$38.7K -220 -21%
BFS
2137
Burkett Financial Services
South Carolina
$126K +$352 +2 +0.2%
WPA
2138
West Paces Advisors
Georgia
$125K +$141K +800 New
HWA
2139
Heritage Wealth Advisors
Virginia
$125K -$19.7K -112 -12%
OM
2140
OV Management
Minnesota
$125K -$1.05K -6 -0.7%
MCM
2141
Manchester Capital Management
Vermont
$125K -$5.8K -33 -4%
TC
2142
Truvestments Capital
Florida
$124K -$55.4K -315 -28%
VC
2143
Vestor Capital
Illinois
$123K +$128K +726 +139%
BH
2144
Burk Holdings
Oklahoma
$123K – – –
FAM
2145
Fulcrum Asset Management
United Kingdom
$122K -$1.21M -6,859 -90%
CCMW
2146
Cypress Capital Management (Wyoming)
Wyoming
$116K – – –
HWP
2147
Highline Wealth Partners
California
$116K +$10.9K +62 +9%
FNWA
2148
Financial Network Wealth Advisors
Utah
$116K +$16.4K +93 +14%
CSC
2149
Caldwell Sutter Capital
California
$111K +$14.2K +81 +13%
MSWM
2150
Mowery & Schoenfeld Wealth Management
Illinois
$109K – – –
84 85
86
87 88