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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWM
2201
Opes Wealth Management
California
$236K -$25.9K -125 -9%
GCA
2202
Gradient Capital Advisors
California
$236K -$3.11K -15 -1%
MCA
2203
MSH Capital Advisors
Arizona
$236K -$89.5K -432 -25%
WAM
2204
Weiss Asset Management
Massachusetts
$235K +$261K +1,260 New
CA
2205
Crewe Advisors
Utah
$235K +$7.87K +38 +3%
IJWM
2206
Inman Jager Wealth Management
Mississippi
$235K +$3.52K +17 +1%
B
2207
Bellecapital
Switzerland
$234K -$121K -584 -32%
IWS
2208
Intentional Wealth Strategies
Colorado
$234K +$260K +1,253 New
WG
2209
Welch Group
Alabama
$234K -$106K -513 -29%
BFC
2210
Bedel Financial Consulting
Indiana
$233K -$2.49K -12 -1%
IFPG
2211
Intrepid Financial Planning Group
Indiana
$232K +$80.8K +390 +46%
SW
2212
SkyOak Wealth
Michigan
$232K +$258K +1,245 New
SWM
2213
Scissortail Wealth Management
Oklahoma
$232K – – –
ACG
2214
Allen Capital Group
Nebraska
$232K +$95.1K +459 +59%
GHA
2215
Granite Harbor Advisors
Texas
$231K +$30.2K +146 +13%
TWP
2216
Tempus Wealth Planning
California
$231K +$65.7K +317 +34%
MMC
2217
Mizuho Markets Cayman
Cayman Islands
$231K +$256K +1,236 New
CCA
2218
Cravens & Co Advisors
Tennessee
$231K +$256K +1,235 New
VHAM
2219
Van Hulzen Asset Management
California
$230K +$256K +1,235 New
VFG
2220
Valley Financial Group
Pennsylvania
$230K +$256K +1,234 New
MWA
2221
Muirfield Wealth Advisors
North Carolina
$230K +$14.5K +70 +6%
AC
2222
Avory & Company
Florida
$229K -$283K -1,367 -53%
WA
2223
Wealth Architects
California
$229K -$21.1K -102 -8%
PIA
2224
Pinion Investment Advisors
Kansas
$229K -$70.9K -342 -22%
FNBSF
2225
First National Bank Sioux Falls
South Dakota
$229K +$3.94K +19 +2%
87 88
89
90 91