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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
2301
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$222K +$49.8K +220 +35%
GC
2302
Grimes & Company
Massachusetts
$221K +$190K +839 New
AWA
2303
Archvest Wealth Advisors
California
$220K +$189K +836 New
MWM
2304
Mosley Wealth Management
California
$219K +$189K +834 New
P8IP
2305
Pier 88 Investment Partners
California
$218K -$106K -470 -36%
MAWA
2306
Moss Adams Wealth Advisors
Washington
$218K +$188K +829 New
SPWG
2307
Sage Private Wealth Group
Illinois
$218K -$42.3K -187 -18%
EFG
2308
Ethos Financial Group
Pennsylvania
$218K +$187K +827 New
C
2309
Covestor
United Kingdom
$216K +$92.6K +409 +100%
GA
2310
GFS Advisors
Texas
$216K +$186K +820 New
HFP
2311
Holistic Financial Partners
Indiana
$216K +$185K +819 New
VCM
2312
Vivaldi Capital Management
Illinois
$215K +$173K +765 New
4WM
2313
49 Wealth Management
Texas
$214K +$184K +815 New
WDC
2314
Woodward Diversified Capital
California
$214K +$184K +815 New
WIA
2315
World Investment Advisors
California
$214K +$184K +815 New
MPCL
2316
My Personal CFO LLC
Washington
$214K -$57.9K -256 -24%
MAM
2317
Milestone Asset Management
Pennsylvania
$214K +$184K +814 New
PFA
2318
Pure Financial Advisors
California
$214K +$184K +813 New
FNWM
2319
Financial Network Wealth Management
Utah
$214K +$185K +816 New
ACA
2320
Affinity Capital Advisors
California
$214K +$184K +812 New
FMP
2321
Financial Management Professionals
Texas
$213K +$3.4K +15 +2%
CCG
2322
Catalina Capital Group
California
$213K +$183K +808 New
GWM
2323
Gray Wealth Management
Maine
$213K +$183K +808 New
HKIMG
2324
Hutchens & Kramer Investment Management Group
Indiana
$213K +$183K +808 New
JCM
2325
Jag Capital Management
Missouri
$212K -$5.07M -22,403 -97%
91 92
93
94 95