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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LAS
2226
Lloyd Advisory Services
Georgia
$252K -$2.86M -12,618 -93%
OC
2227
Oarsman Capital
Wisconsin
$251K +$216K +955 New
PAG
2228
Private Advisory Group
Washington
$251K -$187K -828 -46%
IFPG
2229
Intrepid Financial Planning Group
Indiana
$249K +$215K +948 New
FHWM
2230
Fox Hill Wealth Management
Massachusetts
$249K +$214K +947 New
SIMG
2231
Stephens Investment Management Group
Texas
$248K – – –
AGWCA
2232
Annis Gardner Whiting Capital Advisors
Florida
$248K +$20.8K +92 +11%
TA
2233
Townsend & Associates
Colorado
$248K +$202K +894 New
MFA
2234
Morling Financial Advisors
California
$247K +$213K +939 New
MAM
2235
MMA Asset Management
Pennsylvania
$246K +$212K +935 New
OCM
2236
Objective Capital Management
Ohio
$246K +$212K +935 New
HC
2237
Hamilton Capital
Ohio
$246K -$53.6K -237 -20%
MTC
2238
McDaniel Terry & Co
Texas
$245K -$36.9K -163 -15%
JWM
2239
JGP Wealth Management
Oregon
$245K +$211K +931 New
MW
2240
MBL Wealth
North Carolina
$244K +$210K +928 New
MIA
2241
MainStreet Investment Advisors
Illinois
$244K +$210K +927 New
MAG
2242
MRA Advisory Group
New Jersey
$244K +$210K +926 New
FWM
2243
Forza Wealth Management
Florida
$243K +$209K +925 New
ACG
2244
Allen Capital Group
Nebraska
$243K +$209K +923 New
EP
2245
Eudaimonia Partners
Tennessee
$242K -$104K -458 -33%
PWMG
2246
Pioneer Wealth Management Group
Texas
$242K +$208K +919 New
SCM
2247
SOL Capital Management
Maryland
$241K +$207K +914 New
TCWA
2248
Turtle Creek Wealth Advisors
Texas
$241K +$207K +915 New
SAG
2249
Spotlight Asset Group
Illinois
$240K – – –
PCMC
2250
Planning Capital Management Corporation
Pennsylvania
$239K +$206K +909 New
88 89
90
91 92