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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2301
Pure Financial Advisors
California
$226K +$10.7K +40 +5%
RAS
2302
RPS Advisory Solutions
Kentucky
$226K +$235K +880 New
RMCM
2303
Reynders McVeigh Capital Management
Massachusetts
$226K -$6.69K -25 -3%
WG
2304
Welch Group
Alabama
$226K -$803 -3 -0.3%
TFM
2305
TFC Financial Management
Massachusetts
$226K -$535 -2 -0.2%
UAG
2306
United Advisor Group
Ohio
$225K +$235K +877 New
BCM
2307
BluePointe Capital Management
California
$225K -$299K -1,118 -56%
SNBOSD
2308
Security National Bank of So Dak
Iowa
$224K -$1.61K -6 -0.7%
FWM
2309
Foguth Wealth Management
Michigan
$224K -$807K -3,015 -78%
CWM
2310
Campbell Wealth Management
Virginia
$224K +$53.5K +200 +30%
HB
2311
Horizon Bancorp
Indiana
$222K +$15.8K +59 +7%
SAF
2312
Smith Anglin Financial
Texas
$222K -$26K -97 -10%
WSWA
2313
Warren Street Wealth Advisors
California
$221K +$5.35K +20 +2%
MWA
2314
Motive Wealth Advisors
Michigan
$220K -$16.6K -62 -7%
GWM
2315
Gray Wealth Management
Maine
$220K +$12.3K +46 +6%
BWM
2316
Blossom Wealth Management
California
$219K -$5.35K -20 -2%
FC
2317
FORA Capital
Florida
$218K +$227K +849 New
HP
2318
Holistic Planning
Texas
$218K – – –
TA
2319
TruWealth Advisors
Louisiana
$218K +$15K +56 +7%
WFA
2320
Wellspring Financial Advisors
Ohio
$218K -$65.3K -244 -22%
GCP
2321
Gill Capital Partners
Colorado
$217K +$18.2K +68 +9%
VCP
2322
Verus Capital Partners
Arizona
$216K -$254K -949 -53%
QFA
2323
Quantum Financial Advisors
California
$216K – – –
AF
2324
Affiance Financial
Minnesota
$216K +$43.6K +163 +24%
VIM
2325
Vista Investment Management
Pennsylvania
$215K +$224K +837 New
91 92
93
94 95