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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
2351
West Oak Capital
California
$330K -$82.4K -265 -18%
YWM
2352
Yoder Wealth Management
California
$330K -$2.8K -9 -0.7%
NERM
2353
New England Research & Management
Illinois
$330K +$383K +1,230 New
OPWM
2354
Oregon Pacific Wealth Management
Oregon
$329K +$33K +106 +9%
GMA
2355
Glassy Mountain Advisors
Maryland
$328K – – –
LW
2356
Libra Wealth
California
$328K +$380K +1,223 New
RC
2357
Rovin Capital
Arizona
$328K -$127K -408 -25%
JCFM
2358
JBR Co Financial Management
Oklahoma
$328K – – –
RCP
2359
Rothschild Capital Partners
New York
$327K – – –
SEA
2360
Stegent Equity Advisors
Texas
$327K -$311 -1 -0.1%
WA
2361
Wealth Architects
California
$325K +$105K +339 +39%
WAG
2362
Wallace Advisory Group
California
$324K – – –
UOTTAIMCU
2363
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$324K +$182K +586 +94%
AI
2364
Accredited Investors
Minnesota
$323K -$7.78K -25 -2%
FNBSF
2365
First National Bank Sioux Falls
South Dakota
$322K – – –
AIM
2366
Advyzon Investment Management
Illinois
$321K +$79.6K +256 +27%
DWM
2367
Destination Wealth Management
California
$321K -$12.4K -40 -3%
BWS
2368
Broadway Wealth Solutions
Texas
$321K -$6.84K -22 -2%
KCM
2369
Kathmere Capital Management
Pennsylvania
$320K +$40.1K +129 +12%
I
2370
InceptionR
California
$320K +$371K +1,192 New
PI
2371
Pettee Investors
Connecticut
$319K – – –
EFSCE
2372
Enterprise Financial Services Corp (EFSC)
Missouri
$319K +$13.7K +44 +4%
OBWG
2373
Onyx Bridge Wealth Group
New York
$319K +$62.2K +200 +20%
VI
2374
VanderPol Investments
Michigan
$319K +$5.91K +19 +2%
TFA
2375
Trinity Financial Advisors
Ohio
$319K +$9.64K +31 +3%
93 94
95
96 97