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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2126
Modern Wealth Management
Kansas
$305K +$78.7K +294 +33%
MFA
2127
Morling Financial Advisors
California
$304K +$316K +1,182 New
YWM
2128
Yoder Wealth Management
California
$304K +$1.07K +4 +0.3%
MSA
2129
McAlister Sweet & Associates
Texas
$303K -$42K -157 -12%
ETCM
2130
Evolutionary Tree Capital Management
Virginia
$303K – – –
JDR
2131
Jay D. Rosenbaum
$303K -$1.34K -5 -0.4%
EFA
2132
Evernest Financial Advisors
Indiana
$300K +$268 +1 +0.1%
ST
2133
Sabal Trust
Florida
$298K -$20.1K -75 -6%
VCM
2134
Versant Capital Management
Arizona
$297K +$104K +389 +51%
CAM
2135
Claret Asset Management
Quebec, Canada
$296K +$54.3K +203 +21%
HWA
2136
Heritage Wealth Advisors
Virginia
$296K – – –
SCA
2137
Sandy Cove Advisors
Massachusetts
$296K +$14.4K +54 +5%
TCM
2138
Triumph Capital Management
Colorado
$296K +$308K +1,150 New
WAM
2139
Werlinich Asset Management
Connecticut
$295K +$12K +45 +4%
VF
2140
Vawter Financial
Ohio
$294K – – –
JAG
2141
Journey Advisory Group
Kentucky
$293K -$128K -478 -30%
KCPG
2142
Kavar Capital Partners Group
Kansas
$293K -$10.2K -38 -3%
EFSCE
2143
Enterprise Financial Services Corp (EFSC)
Missouri
$292K -$32.9K -123 -10%
EW
2144
Element Wealth
Mississippi
$292K +$1.34K +5 +0.4%
MAWCM
2145
Mine & Arao Wealth Creation & Management
California
$292K – – –
PCA
2146
Peddock Capital Advisors
Massachusetts
$292K -$803 -3 -0.3%
SIC
2147
Sigma Investment Counselors
Michigan
$291K +$6.69K +25 +2%
PMSA
2148
Patrick M. Sweeney & Associates
Illinois
$290K +$40.7K +152 +15%
EHC
2149
Everett Harris & Co
California
$290K +$73.6K +275 +32%
BIA
2150
Benchmark Investment Advisors
Illinois
$289K – – –
84 85
86
87 88