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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2301
Sage Advisors
Colorado
$359K +$416K +1,336 New
FFA
2302
First Foundation Advisors
California
$358K -$36.7K -118 -8%
SWM
2303
Scissortail Wealth Management
Oklahoma
$357K +$31.1K +100 +8%
TFA
2304
Toth Financial Advisory
Virginia
$357K +$414K +1,331 New
MCM
2305
Manchester Capital Management
Vermont
$357K +$12.4K +40 +3%
WIA
2306
Wetzel Investment Advisors
Indiana
$356K -$31.1K -100 -7%
PBK
2307
Peoples Bank (Kansas)
Kansas
$355K +$30.8K +99 +8%
BWA
2308
Bestgate Wealth Advisors
Maryland
$354K – – –
GI
2309
GLOBALT Investments
Georgia
$354K – – –
WP
2310
Westmount Partners
California
$353K +$81.5K +262 +25%
CWMS
2311
Cannon Wealth Management Services
North Carolina
$353K -$31.4K -101 -7%
FIA
2312
FNY Investment Advisers
New York
$352K +$408K +1,312 New
WDL
2313
Well Done LLC
Michigan
$351K +$6.84K +22 +2%
CCM
2314
Consolidated Capital Management
California
$351K -$64.1K -206 -14%
FH
2315
FWG Holdings
Florida
$350K +$407K +1,309 New
PA
2316
Planning Alternatives
Michigan
$350K +$406K +1,304 New
TWP
2317
Tempus Wealth Planning
California
$350K – – –
CWP
2318
Curated Wealth Partners
California
$349K +$111K +358 +38%
CIP
2319
Convergence Investment Partners
Florida
$347K -$99.2K -319 -20%
JWM
2320
JGP Wealth Management
Oregon
$346K +$53.5K +172 +15%
DWA
2321
Delap Wealth Advisory
Oregon
$345K -$15.9K -51 -4%
GCA
2322
Gradient Capital Advisors
California
$344K +$9.95K +32 +3%
IP
2323
Intellectus Partners
California
$344K – – –
APG
2324
Abacus Planning Group
South Carolina
$342K +$70.3K +226 +22%
LBC
2325
Leigh Baldwin & Co
New York
$341K – – –
91 92
93
94 95