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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
2126
Hodges Capital Management
Texas
$403K -$33.2K -115 -8%
MSA
2127
McAlister Sweet & Associates
Texas
$403K – – –
PP
2128
Pegasus Partners
Wisconsin
$402K +$94.3K +327 +32%
CCM
2129
Consolidated Capital Management
California
$401K – – –
GCS
2130
Gordian Capital (Singapore)
Singapore
$401K -$14.4K -50 -4%
UCB
2131
United Community Bank
South Carolina
$401K +$90.9K +315 +31%
SGI
2132
Summit Global Investments
Utah
$400K -$43.3K -150 -10%
AIM
2133
Arcadia Investment Management
Michigan
$400K +$63.8K +221 +20%
WBCM
2134
Wilson & Boucher Capital Management
California
$399K – – –
AWM
2135
AllSquare Wealth Management
New York
$399K – – –
FNBSF
2136
First National Bank Sioux Falls
South Dakota
$399K – – –
GC
2137
Gratus Capital
Georgia
$397K +$57.7K +200 +18%
WP
2138
WMS Partners
Maryland
$397K +$38.1K +132 +11%
DWS
2139
Dynamic Wealth Strategies
California
$397K -$11K -38 -3%
AWE
2140
Avidian Wealth Enterprises
Texas
$396K +$380K +1,316 New
BFA
2141
Beacon Financial Advisory
Ohio
$395K +$1.15K +4 +0.3%
WMWM
2142
Whitaker-Myers Wealth Managers
Ohio
$395K +$379K +1,312 New
FWCM
2143
Ferguson Wellman Capital Management
Oregon
$395K +$39.8K +138 +12%
OWM
2144
Opes Wealth Management
California
$393K +$2.88K +10 +0.8%
DA
2145
DCM Advisors
New York
$393K +$100K +348 +36%
PAG
2146
Powers Advisory Group
Illinois
$392K -$6.35K -22 -2%
BIM
2147
Bridges Investment Management
Nebraska
$390K -$503K -1,742 -57%
WP
2148
Westmount Partners
California
$390K +$29.4K +102 +9%
TCM
2149
Traynor Capital Management
Pennsylvania
$390K +$27.1K +94 +8%
NCM
2150
Next Capital Management
New York
$389K +$373K +1,292 New
84 85
86
87 88