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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
2151
Delos Wealth Advisors
Texas
$12K +$1.27K +5 +13%
ARMC
2152
American Research & Management Company
Massachusetts
$11K – – –
FQ
2153
First Quadrant
California
$11K +$10.7K +42 New
CWM
2154
Cranbrook Wealth Management
Michigan
$10K +$9.14K +36 New
SL
2155
Savior LLC
Massachusetts
$9K -$81.3K -320 -90%
MWA
2156
Moser Wealth Advisors
Washington
$9K – – –
RBC
2157
Roble Belko & Company
Pennsylvania
$9K – – –
AP
2158
Atwood & Palmer
Missouri
$9K +$8.38K +33 New
GPA
2159
Guidance Point Advisors
Massachusetts
$9K +$9.65K +38 New
BCM
2160
Bourgeon Capital Management
Connecticut
$8K – – –
RIM
2161
Ranger Investment Management
Texas
$8K – – –
SSC
2162
Syverson Strege & Co
Iowa
$8K – – –
BA
2163
Bellwether Advisors
Nebraska
$8K +$8.13K +32 New
CWA
2164
Carolina Wealth Advisors
South Carolina
$7K -$8.13K -32 -55%
MFT
2165
Moisand Fitzgerald Tamayo
Florida
$7K +$2.29K +9 +60%
YAL
2166
Your Advocates Ltd
Texas
$7K +$6.09K +24 New
GFPC
2167
Global Financial Private Client
Florida
$6.33K – – –
IWP
2168
IAG Wealth Partners
Wisconsin
$6K – – –
TF
2169
TimeScale Financial
Massachusetts
$6K – – –
PCA
2170
Providence Capital Advisors
North Carolina
$6K +$5.08K +20 +2,000%
ST
2171
Sageworth Trust
Pennsylvania
$5K -$12.7K -50 -71%
FEG
2172
Financial Enhancement Group
Indiana
$5K – – –
JIR
2173
James Investment Research
Ohio
$5K – – –
LPWM
2174
Lake Point Wealth Management
Texas
$5K +$1.27K +5 +33%
LWA
2175
Lowe Wealth Advisors
Maryland
$5K +$2.54K +10 +125%
85 86
87
88 89