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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2476
Marest Capital
California
$217K +$208K +722 New
ACA
2477
Affinity Capital Advisors
California
$217K -$26.3K -91 -11%
HFP
2478
Holistic Financial Partners
Indiana
$217K -$28.9K -100 -12%
RMC
2479
Regis Management Company
California
$216K +$207K +716 New
M1FG
2480
Mach-1 Financial Group
Arkansas
$216K +$207K +716 New
HR
2481
Howe & Rusling
New York
$216K +$207K +716 New
HI
2482
Humankind Investments
New York
$215K -$43.3K -150 -17%
MHWM
2483
Montz Harcus Wealth Management
Louisiana
$215K +$206K +713 New
SIAG
2484
Safeguard Investment Advisory Group
California
$214K +$205K +709 New
FMN
2485
Financial Management Network
California
$213K +$209K +725 New
SFG
2486
Sather Financial Group
Texas
$213K +$204K +708 New
GWM
2487
GSB Wealth Management
Connecticut
$213K +$204K +708 New
AIM
2488
Athena Investment Management
California
$212K +$203K +705 New
JSW
2489
Journey Strategic Wealth
New Jersey
$212K +$203K +705 New
FSC
2490
Full Sail Capital
Oklahoma
$212K +$203K +704 New
AR
2491
Apeiron RIA
Texas
$211K -$88.3K -306 -30%
TWA
2492
Talisman Wealth Advisors
New Jersey
$211K +$203K +702 New
BCM
2493
Blume Capital Management
California
$211K – – –
UID
2494
Union Investments & Development
Israel
$211K – – –
JFG
2495
JMG Financial Group
Illinois
$211K +$202K +700 New
SICM
2496
Sustainable Insight Capital Management
New York
$211K -$57.7K -200 -22%
AWM
2497
Alterna Wealth Management
Texas
$210K +$201K +698 New
HWM
2498
Hemington Wealth Management
Virginia
$210K +$201K +696 New
RW
2499
REDW Wealth
New Mexico
$210K +$201K +697 New
AI
2500
Arvest Investments
Arkansas
$210K -$7.21K -25 -3%
98 99
100
101 102