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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAGAS
2126
Capital Advisory Group Advisory Services
Minnesota
$303K -$3.85K -17 -1%
HWA
2127
Heritage Wealth Advisors
Virginia
$303K – – –
KA
2128
Kure Advisory
Minnesota
$302K -$9.96K -44 -4%
VF
2129
Vawter Financial
Ohio
$301K +$2.49K +11 +1%
TCBWMS
2130
Texas Capital Bank Wealth Management Services
Texas
$301K +$20.4K +90 +9%
OFG
2131
Oxford Financial Group
Indiana
$301K +$17.2K +76 +7%
WAM
2132
Werlinich Asset Management
Connecticut
$300K -$19.9K -88 -7%
PCA
2133
Peddock Capital Advisors
Massachusetts
$299K – – –
SFG
2134
SevenBridge Financial Group
Pennsylvania
$299K – – –
CWP
2135
Curated Wealth Partners
California
$298K +$2.49K +11 +1%
FMC
2136
First Merchants Corp
Indiana
$298K -$13.1K -58 -5%
IP
2137
Ignite Planners
California
$296K -$33K -146 -11%
FAM
2138
Forte Asset Management
New York
$296K – – –
HCM
2139
Highview Capital Management
Illinois
$296K +$4.53K +20 +2%
LFG
2140
Larson Financial Group
Missouri
$295K -$17.2K -76 -6%
CCMW
2141
Cypress Capital Management (Wyoming)
Wyoming
$295K – – –
EA
2142
Everpar Advisors
Oklahoma
$295K +$253K +1,120 New
GC
2143
Gratus Capital
Georgia
$295K +$25.8K +114 +11%
CA
2144
Cornerstone Advisory
Maryland
$294K +$12.4K +55 +5%
WA
2145
Wealthstar Advisors
Texas
$294K +$253K +1,118 New
KFC
2146
Klingenstein Fields & Co
New York
$293K – – –
RI
2147
Ridgewood Investments
New Jersey
$292K -$43K -190 -15%
AIM
2148
Arcadia Investment Management
Michigan
$291K -$113K -500 -31%
PWAM
2149
Pinnacle West Asset Management
Wyoming
$291K +$18.1K +80 +8%
CSA
2150
Cottage Street Advisors
Massachusetts
$290K – – –
84 85
86
87 88