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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
2226
Chiron Capital Management
Florida
$327K +$158K +628 +83%
CCWM
2227
Cassaday & Co Wealth Management
Virginia
$327K +$7.06K +28 +2%
SCA
2228
Sandy Cove Advisors
Massachusetts
$326K -$14.4K -57 -4%
IA
2229
IFC Advisors
California
$326K -$4.04K -16 -1%
FSA
2230
Fort Sheridan Advisors
Illinois
$326K -$216K -856 -38%
FMWA
2231
Forvis Mazars Wealth Advisors
Missouri
$326K -$54.5K -216 -14%
BCMLT
2232
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K +$11.6K +46 +3%
BFG
2233
Beacon Financial Group
Texas
$325K +$1.26K +5 +0.4%
FSC
2234
Full Sail Capital
Oklahoma
$325K +$9.84K +39 +3%
CA
2235
Cornerstone Advisory
Maryland
$324K +$67.1K +266 +24%
FPCP
2236
Fort Point Capital Partners
California
$324K -$2.9M -11,498 -89%
YWM
2237
Yoder Wealth Management
California
$323K +$13.6K +54 +4%
AWM
2238
Activest Wealth Management
Florida
$321K +$245K +972 +254%
BFC
2239
Bedel Financial Consulting
Indiana
$321K – – –
GTAM
2240
Global Trust Asset Management
Florida
$321K -$104K -413 -23%
EFA
2241
Evernest Financial Advisors
Indiana
$320K +$757 +3 +0.2%
TC
2242
Truvestments Capital
Florida
$320K +$4.54K +18 +1%
SIAG
2243
Safeguard Investment Advisory Group
California
$320K +$7.57K +30 +2%
CAGAS
2244
Capital Advisory Group Advisory Services
Minnesota
$319K +$47.9K +190 +16%
ZAM
2245
Zevin Asset Management
Massachusetts
$319K +$339K +1,345 New
JCIA
2246
Jackson Creek Investment Advisors
Colorado
$318K -$1.01K -4 -0.3%
FFC
2247
First Financial Corp
Indiana
$317K -$13.1K -52 -4%
NAS
2248
NWF Advisory Services
California
$317K -$303K -1,203 -47%
BOS
2249
Bank of Stockton
California
$317K -$28.2K -112 -8%
WIA
2250
Wetzel Investment Advisors
Indiana
$316K +$21.7K +86 +7%
88 89
90
91 92