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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2301
Brown Financial Advisors
Ohio
$448K -$127K -398 -23%
BB
2302
Busey Bank
Illinois
$448K -$76K -238 -15%
MFA
2303
Morling Financial Advisors
California
$448K +$4.15K +13 +1%
DWA
2304
Delap Wealth Advisory
Oregon
$447K +$11.2K +35 +3%
SSWM
2305
Sheets Smith Wealth Management
North Carolina
$446K +$16K +50 +4%
DO
2306
denkapparat Operations
Germany
$445K +$425K +1,332 New
EAM
2307
Evanson Asset Management
California
$444K – – –
PMSA
2308
Patrick M. Sweeney & Associates
Illinois
$442K -$3.19K -10 -0.8%
FA
2309
Fedenia Advisers
Wisconsin
$442K +$422K +1,322 New
TM
2310
TigerOak Management
New Mexico
$441K +$421K +1,320 New
GI
2311
GLOBALT Investments
Georgia
$441K – – –
BWA
2312
Bestgate Wealth Advisors
Maryland
$441K +$421K +1,319 New
WG
2313
Wealth Group
North Carolina
$439K +$3.19K +10 +0.8%
B
2314
Bellecapital
Switzerland
$439K -$14.7K -46 -3%
SWA
2315
SOA Wealth Advisors
New York
$436K -$9.57K -30 -2%
TWP
2316
Tempus Wealth Planning
California
$436K +$319 +1 +0.1%
CPWA
2317
Cerro Pacific Wealth Advisors
California
$435K +$5.75K +18 +1%
WTG
2318
West Tower Group
Virginia
$435K +$415K +1,300 New
JCM
2319
Janney Capital Management
Pennsylvania
$432K -$1.92K -6 -0.5%
RFA
2320
Resurgent Financial Advisors
Georgia
$431K -$2.55K -8 -0.6%
MCM
2321
Manchester Capital Management
Vermont
$431K +$47.9K +150 +13%
FCG
2322
Fielder Capital Group
Tennessee
$431K +$12.1K +38 +3%
FAM
2323
Fairtree Asset Management
South Africa
$431K +$411K +1,288 New
CIS
2324
Custom Index Systems
New York
$429K +$410K +1,284 New
FC
2325
Fulcrum Capital
Washington
$429K -$49.5K -155 -11%
91 92
93
94 95