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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2151
SHP Wealth Management
Massachusetts
$129K +$43.6K +248 +43%
TFA
2152
Transamerica Financial Advisors
Florida
$128K +$11.6K +66 +9%
GA
2153
GoalVest Advisory
New York
$127K – – –
AIM
2154
Axiom Investment Management
New York
$127K -$38.7K -220 -21%
BFS
2155
Burkett Financial Services
South Carolina
$126K +$352 +2 +0.2%
WPA
2156
West Paces Advisors
Georgia
$125K +$141K +800 New
HWA
2157
Heritage Wealth Advisors
Virginia
$125K -$19.7K -112 -12%
OM
2158
OV Management
Minnesota
$125K -$1.05K -6 -0.7%
MCM
2159
Manchester Capital Management
Vermont
$125K -$5.8K -33 -4%
TC
2160
Truvestments Capital
Florida
$124K -$55.4K -315 -28%
VC
2161
Vestor Capital
Illinois
$123K +$128K +726 +139%
BH
2162
Burk Holdings
Oklahoma
$123K – – –
FAM
2163
Fulcrum Asset Management
United Kingdom
$122K -$1.21M -6,859 -90%
CCMW
2164
Cypress Capital Management (Wyoming)
Wyoming
$116K – – –
HWP
2165
Highline Wealth Partners
California
$116K +$10.9K +62 +9%
FNWA
2166
Financial Network Wealth Advisors
Utah
$116K +$16.4K +93 +14%
CSC
2167
Caldwell Sutter Capital
California
$111K +$14.2K +81 +13%
MSWM
2168
Mowery & Schoenfeld Wealth Management
Illinois
$109K – – –
SIA
2169
Strategic Investment Advisors
Michigan
$108K +$16.9K +96 +16%
BCM
2170
Blume Capital Management
California
$108K +$1.76K +10 +1%
APW
2171
Allied Private Wealth
Florida
$107K +$113K +645 New
OCWP
2172
Owl Creek Wealth Partners
Colorado
$107K -$7.91K -45 -6%
MAM
2173
Meeder Asset Management
Ohio
$106K +$37.3K +212 +46%
CHC
2174
City Holding Co
West Virginia
$105K +$8.44K +48 +8%
TCM
2175
Timbuktu Capital Management
Massachusetts
$105K +$118K +672 New
85 86
87
88 89