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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2451
Tufton Capital Management
Maryland
$228K +$219K +758 New
OPPS
2452
Obsidian Personal Planning Solutions
Maryland
$228K -$9.52K -33 -4%
KCM
2453
Kathmere Capital Management
Pennsylvania
$227K +$218K +755 New
KI
2454
Kapitalo Investimentos
Brazil
$227K +$162K +561 +291%
CAL
2455
Capital Advisors Ltd
Ohio
$227K +$7.5K +26 +4%
CCWM
2456
Cassaday & Co Wealth Management
Virginia
$227K +$217K +753 New
SLT
2457
St Louis Trust
Missouri
$227K +$217K +753 New
TWP
2458
Triad Wealth Partners
Kansas
$227K +$217K +753 New
SFA
2459
Souders Financial Advisors
Ohio
$226K +$217K +751 New
AAMA
2460
Advanced Asset Management Advisors
Ohio
$226K +$216K +750 New
OPA
2461
Old Port Advisors
Maine
$226K +$216K +749 New
ML
2462
McAdam LLC
Pennsylvania
$225K +$216K +747 New
MAG
2463
M3 Advisory Group
Massachusetts
$225K +$215K +746 New
EGA
2464
E&G Advisors
Texas
$224K +$215K +744 New
AT
2465
American Trust
Kentucky
$223K -$77K -267 -27%
PI
2466
Pachira Investments
California
$223K +$214K +740 New
HCC
2467
Hirtle Callaghan & Co
Pennsylvania
$221K +$212K +735 New
WPA
2468
West Paces Advisors
Georgia
$221K – – –
CWM
2469
CCG Wealth Management
California
$220K +$211K +731 New
HPM
2470
Hoxton Planning & Management
West Virginia
$220K +$211K +730 New
AWG
2471
Altus Wealth Group
Colorado
$220K +$210K +729 New
SAM
2472
Summit Asset Management
Tennessee
$220K +$210K +729 New
PCMC
2473
Planning Capital Management Corporation
Pennsylvania
$219K -$52.2K -181 -20%
HP
2474
Holistic Planning
Texas
$218K +$209K +724 New
PTCG
2475
Pring Turner Capital Group
California
$217K +$208K +722 New
97 98
99
100 101