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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
2201
Berkeley Capital Partners
Georgia
$427K +$20.8K +67 +4%
SFPG
2202
Stonebridge Financial Planning Group
Florida
$426K +$24.9K +80 +5%
CH
2203
Canton Hathaway
Rhode Island
$426K – – –
LI
2204
LRI Investments
Florida
$425K +$96.7K +311 +1%
CIAM
2205
Caitong International Asset Management
Hong Kong
$425K +$262K +843 +114%
OWMIAS
2206
One Wealth Management Investment & Advisory Services
Florida
$423K -$3.73K -12 -0.8%
JF
2207
JSF Financial
California
$423K +$1.55K +5 +0.3%
WAM
2208
Wakefield Asset Management
Colorado
$423K +$490K +1,575 New
ACM
2209
Andina Capital Management
Utah
$422K +$490K +1,574 New
BBL
2210
Beck Bode LLC
Massachusetts
$421K -$103K -331 -17%
RIP
2211
Reliant Investment Partners
North Carolina
$420K -$7.78K -25 -2%
GCS
2212
Gordian Capital (Singapore)
Singapore
$420K +$140K +450 +40%
DA
2213
Drake & Associates
Wisconsin
$418K +$30.5K +98 +7%
TCM
2214
Traynor Capital Management
Pennsylvania
$418K +$48.8K +157 +11%
ASBI
2215
American State Bank (Iowa)
Iowa
$418K +$97K +312 +25%
KIG
2216
Kennedy Investment Group
New Jersey
$418K +$191K +615 +65%
JC
2217
JB Capital
Connecticut
$417K +$4.04K +13 +0.8%
STA
2218
Smith Thornton Advisors
Alabama
$417K +$28.9K +93 +6%
TCM
2219
Telos Capital Management
California
$417K -$73.1K -235 -13%
HA
2220
Herold Advisors
New York
$416K +$482K +1,550 New
DWA
2221
Dougherty Wealth Advisers
Minnesota
$416K – – –
BFA
2222
Brown Financial Advisors
Ohio
$415K +$64.1K +206 +15%
CCA
2223
Cobblestone Capital Advisors
New York
$414K +$28.9K +93 +6%
KWM
2224
Kingsman Wealth Management
Florida
$414K +$480K +1,543 New
CPWM
2225
Cypress Point Wealth Management
Texas
$414K – – –
87 88
89
90 91