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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NAG
2326
Northstar Advisory Group
New Jersey
$279K -$606K -2,401 -67%
FCT
2327
First Community Trust
Iowa
$278K – – –
WE
2328
Wealth Effects
Massachusetts
$278K +$16.4K +65 +6%
GS
2329
GWN Securities
Florida
$277K -$329K -1,303 -53%
CSF
2330
Capital Squared Financial
Maryland
$277K -$27K -107 -8%
PAG
2331
Powers Advisory Group
Illinois
$277K -$11.3K -45 -4%
DF
2332
Dunhill Financial
United Kingdom
$277K -$285K -1,130 -49%
LW
2333
Libra Wealth
California
$277K -$10.3K -41 -3%
KFC
2334
Klingenstein Fields & Co
New York
$277K +$17.7K +70 +6%
EHC
2335
Everett Harris & Co
California
$276K +$2.52K +10 +0.9%
WA
2336
Westfuller Advisors
New York
$276K +$65.3K +259 +29%
GSWM
2337
Golden State Wealth Management
California
$275K -$163K -648 -36%
PCA
2338
Peddock Capital Advisors
Massachusetts
$275K -$1.26K -5 -0.4%
OWCM
2339
One Wealth Capital Management
Arizona
$275K +$45.6K +181 +18%
MCI
2340
MRP Capital Investments
Georgia
$274K – – –
FMC
2341
First Merchants Corp
Indiana
$273K -$660K -2,615 -69%
WDG
2342
Wealth Dimensions Group
Ohio
$272K -$9.58K -38 -3%
SEA
2343
Stegent Equity Advisors
Texas
$271K -$105K -417 -27%
MAWCM
2344
Mine & Arao Wealth Creation & Management
California
$271K +$12.6K +50 +5%
MHC
2345
May Hill Capital
Massachusetts
$271K -$2.52K -10 -0.9%
GHA
2346
Granite Harbor Advisors
Texas
$271K -$2.27K -9 -0.8%
MFA
2347
Morling Financial Advisors
California
$271K -$54K -214 -16%
LOAMU
2348
Lombard Odier Asset Management (USA)
New York
$271K +$288K +1,142 New
TA
2349
TruWealth Advisors
Louisiana
$270K +$94.6K +375 +49%
BC
2350
Brio Consultants
California
$269K +$20.9K +83 +8%
92 93
94
95 96