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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VDI
2251
Vaughan David Investments
Illinois
$324K +$310K +1,076 New
SC
2252
Summa Corp
Texas
$324K +$289 +1 +0.1%
OW
2253
Olistico Wealth
Oklahoma
$322K -$644K -2,231 -68%
BSHC
2254
Breed's Hill Capital
Massachusetts
$321K – – –
BCPWM
2255
Bradley & Co Private Wealth Management
Florida
$320K -$7.62M -26,398 -96%
PFG
2256
Prosperity Financial Group
California
$320K +$28.9K +100 +10%
PWP
2257
Phillips Wealth Planners
Mississippi
$320K +$48.2K +167 +17%
LA
2258
LexAurum Advisors
Kansas
$320K – – –
SFG
2259
SevenBridge Financial Group
Pennsylvania
$319K +$9.23K +32 +3%
NRI
2260
NFP Retirement Inc
California
$319K +$6.06K +21 +2%
TBWA
2261
Three Bridge Wealth Advisors
California
$318K – – –
WFC
2262
Western Financial Corp
California
$317K +$25.7K +89 +9%
RI
2263
Ridgewood Investments
New Jersey
$317K -$16.7K -58 -5%
SWM
2264
SFG Wealth Management
Maryland
$316K +$6.92K +24 +2%
CAM
2265
CenterStar Asset Management
Illinois
$316K +$303K +1,049 New
EFA
2266
Evernest Financial Advisors
Indiana
$315K +$47.9K +166 +17%
RWI
2267
Red Wave Investments
Pennsylvania
$314K -$11K -38 -4%
MFWP
2268
Mosaic Family Wealth Partners
Missouri
$314K +$19.3K +67 +7%
NIM
2269
Northeast Investment Management
Massachusetts
$314K -$6.35K -22 -2%
VCG
2270
Vantage Consulting Group
Virginia
$313K -$58.9K -204 -16%
CCWM
2271
Correct Capital Wealth Management
Missouri
$312K -$3.46K -12 -1%
OCM
2272
Objective Capital Management
Ohio
$312K +$28.9K +100 +11%
DL
2273
DOHJ LLC
Washington
$311K – – –
MWA
2274
Muirfield Wealth Advisors
North Carolina
$311K – – –
BFS
2275
Burkett Financial Services
South Carolina
$309K -$14.4K -50 -5%
89 90
91
92 93