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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCFM
2226
Clear Creek Financial Management
Washington
$407K +$62K +232 +18%
DIM
2227
DC Investments Management
Virginia
$407K – – –
WF
2228
Womack Financial
Texas
$405K +$5.61K +21 +1%
DIM
2229
DLK Investment Management
California
$405K +$105K +393 +36%
BMC
2230
Beaton Management Company
Massachusetts
$405K +$26.7K +100 +7%
ACA
2231
American Capital Advisory
Idaho
$405K +$294K +1,100 +286%
KFGK
2232
Keystone Financial Group (Kentucky)
Kentucky
$405K -$3.74K -14 -0.9%
HCM
2233
Hengehold Capital Management
Ohio
$404K -$183K -684 -32%
OWM
2234
Opes Wealth Management
California
$404K -$4.01K -15 -1%
CCA
2235
Cobblestone Capital Advisors
New York
$401K -$19.5K -73 -5%
ML
2236
McAdam LLC
Pennsylvania
$400K +$192K +718 +96%
CWMGO
2237
Capstone Wealth Management Group (Oregon)
Oregon
$398K +$16.6K +62 +4%
FPW
2238
Fairvoy Private Wealth
Alabama
$397K -$12K -45 -3%
MWA
2239
Muirfield Wealth Advisors
North Carolina
$396K -$6.42K -24 -2%
BOS
2240
Bank of Stockton
California
$395K +$6.95K +26 +2%
UAG
2241
United Advisor Group
Ohio
$395K +$95.2K +356 +33%
CAM
2242
CenterStar Asset Management
Illinois
$395K +$387K +1,447 New
PAG
2243
Paladin Advisory Group
Iowa
$394K – – –
FF
2244
Farrell Financial
New York
$394K +$267 +1 +0.1%
GI
2245
GLOBALT Investments
Georgia
$393K +$32.9K +123 +9%
AGC
2246
Aspen Grove Capital
Colorado
$393K +$113K +423 +42%
CPCM
2247
Cardinal Point Capital Management
Ontario, Canada
$393K +$385K +1,440 New
HAM
2248
Hickory Asset Management
Ohio
$391K +$7.49K +28 +2%
SCA
2249
Sandy Cove Advisors
Massachusetts
$391K -$27.8K -104 -7%
TWP
2250
Tempus Wealth Planning
California
$391K +$34.8K +130 +10%
88 89
90
91 92