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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KW
2151
KWB Wealth
California
$414K – – –
BOH
2152
Bank of Hawaii
Hawaii
$413K -$127K -511 -25%
AU
2153
AlphaGrep UK
$413K +$387K +1,558 New
FMC
2154
First Merchants Corp
Indiana
$412K +$99.4K +400 +35%
CFO
2155
CVA Family Office
Colorado
$411K -$36K -145 -9%
DWA
2156
Dougherty Wealth Advisers
Minnesota
$410K – – –
GWSG
2157
GPS Wealth Strategies Group
Colorado
$410K -$769K -3,093 -67%
CM
2158
Capula Management
Cayman Islands
$410K -$200K -805 -34%
CPWM
2159
Cypress Point Wealth Management
Texas
$409K – – –
OPWM
2160
Oregon Pacific Wealth Management
Oregon
$409K +$36.5K +147 +11%
SI
2161
Seeds Investor
New York
$407K +$24.4K +98 +7%
CCP
2162
Cane Capital Partners
Louisiana
$407K +$382K +1,536 New
HNW
2163
High Note Wealth
Minnesota
$407K +$16.2K +65 +4%
WC
2164
Westerkirk Capital
$407K -$443K -1,783 -54%
PWMG
2165
Pioneer Wealth Management Group
Texas
$407K -$9.69K -39 -2%
BCP
2166
Berkeley Capital Partners
Georgia
$407K +$25.8K +104 +7%
GAM
2167
Griffin Asset Management
New York
$406K – – –
VAG
2168
VisionPoint Advisory Group
Texas
$406K +$31.6K +127 +9%
FFB
2169
First Financial Bankshares
Texas
$406K -$1.93M -7,768 -84%
CCMT
2170
CMT Capital Markets Trading
Germany
$406K -$984K -3,960 -72%
TCM
2171
Telos Capital Management
California
$405K -$6.21K -25 -2%
DE
2172
DV Equities
Illinois
$405K +$380K +1,529 New
AA
2173
Auxano Advisors
Washington
$404K +$29.6K +119 +8%
HP
2174
Holistic Planning
Texas
$403K +$5.22K +21 +1%
DIM
2175
DLK Investment Management
California
$403K +$13.7K +55 +4%
85 86
87
88 89