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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
2326
Intellectus Partners
California
$429K – – –
SCA
2327
Sulzberger Capital Advisors
Florida
$426K +$407K +1,275 New
WEG
2328
World Equity Group
Illinois
$426K +$407K +1,274 New
WDG
2329
Wealth Dimensions Group
Ohio
$426K +$16.6K +52 +4%
OWM
2330
Opes Wealth Management
California
$425K -$14.7K -46 -3%
LBC
2331
Leigh Baldwin & Co
New York
$425K +$405K +1,270 New
SCM
2332
Sitrin Capital Management
California
$424K – – –
TFM
2333
TFC Financial Management
Massachusetts
$422K +$16K +50 +4%
PAG
2334
Powers Advisory Group
Illinois
$422K -$3.19K -10 -0.8%
MWM
2335
Mindset Wealth Management
Indiana
$422K +$3.83K +12 +1%
FOA
2336
Five Oceans Advisors
California
$421K +$4.47K +14 +1%
RWPA
2337
Richard W. Paul & Associates
Michigan
$421K -$17.9K -56 -4%
LI
2338
LRI Investments
Florida
$420K -$156K -488 -2%
A
2339
Argentarii
Ohio
$419K +$400K +1,254 New
GA
2340
GSG Advisors
New Jersey
$419K +$16.9K +53 +4%
T
2341
TOBAM
France
$418K -$120K -376 -23%
GCA
2342
Gradient Capital Advisors
California
$418K – – –
EAM
2343
Exane Asset Management
France
$417K +$385K +1,205 New
ASBI
2344
American State Bank (Iowa)
Iowa
$416K – – –
AWA
2345
Adapt Wealth Advisors
Georgia
$416K -$6.38K -20 -2%
PFG
2346
Prosperity Financial Group
California
$415K +$69.6K +218 +21%
IJWM
2347
Inman Jager Wealth Management
Mississippi
$415K +$396K +1,240 New
YWM
2348
Yoder Wealth Management
California
$414K +$8.94K +28 +2%
LMC
2349
Lightspeed Management Company
California
$414K +$395K +1,237 New
DWM
2350
Destination Wealth Management
California
$414K +$112K +351 +40%
92 93
94
95 96