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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
2201
JB Capital
Connecticut
$424K -$535 -2 -0.1%
BWM
2202
BlackDiamond Wealth Management
New York
$423K +$65.2K +244 +19%
DWA
2203
Dougherty Wealth Advisers
Minnesota
$422K – – –
BRIA
2204
Balanced Rock Investment Advisors
Massachusetts
$421K -$34.2K -128 -8%
CPWM
2205
Cypress Point Wealth Management
Texas
$421K – – –
CL
2206
CVFG LLC
Indiana
$421K +$2.67K +10 +0.7%
PMSA
2207
Patrick M. Sweeney & Associates
Illinois
$421K +$46.3K +173 +13%
BCP
2208
Berkeley Capital Partners
Georgia
$420K -$13.6K -51 -3%
SIA
2209
Strategic Investment Advisors
Michigan
$419K -$639K -2,392 -61%
GD
2210
Grandfield & Dodd
New York
$419K +$45.4K +170 +12%
KW
2211
KWB Wealth
California
$419K – – –
BFA
2212
Brown Financial Advisors
Ohio
$419K -$3.21K -12 -0.8%
PWMG
2213
Pioneer Wealth Management Group
Texas
$419K – – –
BSHC
2214
Breed's Hill Capital
Massachusetts
$418K -$53.7K -201 -12%
MPCA
2215
Madison Park Capital Advisors
Washington
$417K – – –
SPAS
2216
Spectrum Planning & Advisory Services
California
$417K +$409K +1,530 New
HNW
2217
High Note Wealth
Minnesota
$416K -$327K -1,222 -44%
RFO
2218
RiverGlades Family Offices
Florida
$416K – – –
SFG
2219
SevenBridge Financial Group
Pennsylvania
$414K -$36.9K -138 -7%
RI
2220
Ridgewood Investments
New Jersey
$413K +$69.2K +259 +21%
4A
2221
4Wealth Advisors
Illinois
$411K -$2.14K -8 -0.5%
AAP
2222
Aristotle Atlantic Partners
Florida
$409K – – –
HA
2223
Harbor Advisors
Florida
$409K – – –
HFS
2224
Howard Financial Services
Texas
$409K -$11.2K -42 -3%
RLH
2225
RD Lewis Holdings
Florida
$407K – – –
87 88
89
90 91