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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
2401
MJP Associates
Connecticut
$382K +$131K +411 +56%
OWA
2402
Opal Wealth Advisors
New York
$381K +$53K +166 +17%
EHC
2403
Everett Harris & Co
California
$381K +$4.15K +13 +1%
SIC
2404
Sigma Investment Counselors
Michigan
$380K +$1.28K +4 +0.4%
EFA
2405
Evernest Financial Advisors
Indiana
$379K -$319 -1 -0.1%
PWAM
2406
Pinnacle West Asset Management
Wyoming
$378K – – –
MIA
2407
MainStreet Investment Advisors
Illinois
$377K +$21.1K +66 +6%
FAM
2408
Forte Asset Management
New York
$377K – – –
FHC
2409
First Heartland Consultants
Missouri
$377K -$231K -725 -39%
VC
2410
Veracity Capital
Georgia
$376K -$3.51K -11 -1%
PCA
2411
Peddock Capital Advisors
Massachusetts
$376K – – –
OPWM
2412
Oregon Pacific Wealth Management
Oregon
$375K +$358K +1,121 New
ACG
2413
Allen Capital Group
Nebraska
$375K +$31.3K +98 +10%
BIA
2414
Benchmark Investment Advisors
Illinois
$374K -$3.19K -10 -0.9%
BW
2415
BXM Wealth
Colorado
$374K +$357K +1,119 New
JWM
2416
JGP Wealth Management
Oregon
$373K +$38.9K +122 +12%
AHL
2417
Abel Hall LLC
Louisiana
$373K +$24.6K +77 +7%
GCS
2418
Gordian Capital (Singapore)
Singapore
$373K -$73.4K -230 -17%
EW
2419
Element Wealth
Mississippi
$372K +$638 +2 +0.2%
AWM
2420
Aries Wealth Management
Maine
$372K – – –
NRI
2421
NFP Retirement Inc
California
$371K +$21.7K +68 +7%
VPW
2422
Variant Private Wealth
Virginia
$371K +$354K +1,110 New
TWM
2423
TCFG Wealth Management
California
$370K -$2.87K -9 -0.8%
WFA
2424
WMG Financial Advisors
Tennessee
$370K +$8.3K +26 +2%
FA
2425
FDx Advisors
Illinois
$369K -$51.4K -161 -13%
95 96
97
98 99