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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFP
2426
EnRich Financial Partners
Wisconsin
$95.9K – – –
RFG
2427
RFP Financial Group
Georgia
$95.4K -$4.28K -16 -4%
CSWM
2428
Cassady Schiller Wealth Management
Ohio
$95.4K – – –
ACA
2429
American Capital Advisory
Idaho
$94.7K +$91K +340 +1,700%
RCM
2430
Richardson Capital Management
Wisconsin
$92.6K – – –
AAG
2431
Armstrong Advisory Group
Massachusetts
$91.6K +$20.1K +75 +27%
TCG
2432
Transcendent Capital Group
Oklahoma
$91K -$88K -329 -48%
CHC
2433
City Holding Co
West Virginia
$90.2K -$2.41K -9 -3%
UID
2434
Union Investments & Development
Israel
$90K -$93.7K -350 -50%
TFF
2435
The Family Firm
Maryland
$87.8K +$91.2K +341 New
ECM
2436
Estabrook Capital Management
New York
$85.1K – – –
SC
2437
Swan Capital
Florida
$84.6K +$88K +329 New
RWMG
2438
Redwood Wealth Management Group
New Jersey
$84.3K +$87.8K +328 New
BHWM
2439
Bay Harbor Wealth Management
Maryland
$83.3K -$268 -1 -0.3%
PWMG
2440
Private Wealth Management Group
New Jersey
$82.3K -$7.22K -27 -8%
JAM
2441
JCIC Asset Management
Ontario, Canada
$80.7K +$13.4K +50 +19%
OAJ
2442
Ogorek Anthony Joseph
New York
$80K – – –
MLA
2443
MB, Levis & Associates
Pennsylvania
$80K – – –
BONH
2444
Bank of New Hampshire
New Hampshire
$79.7K – – –
CPG
2445
Cornerstone Planning Group
New Jersey
$77.2K +$3.75K +14 +5%
PWMG
2446
Prestige Wealth Management Group
New Jersey
$76.9K -$3.21K -12 -4%
DCP
2447
DSM Capital Partners
Florida
$76.9K – – –
LCM
2448
Logan Capital Management
Pennsylvania
$76.6K – – –
HFS
2449
Horizon Financial Services
North Carolina
$76.6K +$13.9K +52 +21%
GFPC
2450
Global Financial Private Client
Florida
$76.4K – – –
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