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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
2476
Breakwater Investment Management
Washington
$51.4K – – –
S
2477
Sachetta
Massachusetts
$50.6K -$3.48K -13 -6%
T
2478
Tidemark
California
$46.8K -$5.62K -21 -10%
TCM
2479
Tradewinds Capital Management
Washington
$46.8K +$803 +3 +2%
RFA
2480
Register Financial Advisors
Georgia
$46.3K -$122K -457 -72%
BTC
2481
Bank & Trust Company
Illinois
$46.3K +$48.2K +180 New
DSC
2482
Duncker Streett & Co
Missouri
$45.8K +$1.34K +5 +3%
KPP
2483
Kings Path Partners
Texas
$45.3K +$47.1K +176 New
PP
2484
Pingora Partners
Wyoming
$43.7K -$6.69K -25 -13%
CTWM
2485
Cherry Tree Wealth Management
Minnesota
$43.2K -$22.2K -83 -33%
RWM
2486
Raffa Wealth Management
District of Columbia
$42.7K – – –
MG
2487
MilWealth Group
Wisconsin
$42.4K – – –
1IA
2488
1620 Investment Advisors
Massachusetts
$40.9K +$42.5K +159 New
WAM
2489
WFA Asset Management
Wisconsin
$40.7K -$64.8K -242 -61%
LIA
2490
Lynx Investment Advisory
District of Columbia
$40.1K +$41.7K +156 New
USB
2491
Union Savings Bank
Connecticut
$39.8K +$9.37K +35 +29%
CJ
2492
Caitlin John
Michigan
$39.3K -$535 -2 -1%
CAC
2493
Core Alternative Capital
Georgia
$39.3K – – –
SGC
2494
Slocum, Gordon & Co
Rhode Island
$38.6K – – –
IWP
2495
IAG Wealth Partners
Wisconsin
$38.6K +$5.35K +20 +15%
PIS
2496
POM Investment Strategies
North Carolina
$38.3K +$23.5K +88 +144%
PP
2497
Pacifica Partners
Canada
$37.6K +$3.75K +14 +11%
PCWA
2498
Pacific Capital Wealth Advisors
California
$36.5K +$32.4K +121 +576%
GJIA
2499
Glass Jacobson Investment Advisors
Maryland
$36K – – –
RWM
2500
Ruedi Wealth Management
Illinois
$35.7K +$14.2K +53 +62%
98 99
100
101 102