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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFWP
2476
Mosaic Family Wealth Partners
Missouri
$273K -$49.1K -158 -13%
ST
2477
Somerset Trust
Pennsylvania
$273K +$47K +151 +17%
LA
2478
LexAurum Advisors
Kansas
$273K -$15.9K -51 -5%
AGC
2479
Aspen Grove Capital
Colorado
$272K +$14.3K +46 +5%
IA
2480
Insight Advisors
Pennsylvania
$272K -$7.15K -23 -2%
APA
2481
Astoria Portfolio Advisors
New York
$272K -$31.7K -102 -9%
PCP
2482
Panoramic Capital Partners
Oregon
$271K +$139K +446 +67%
RS
2483
Retirement Solution
Washington
$271K +$314K +1,011 New
AAMU
2484
AEGON Asset Management (UK)
United Kingdom
$271K +$295K +950 +1,610%
MCI
2485
MRP Capital Investments
Georgia
$270K – – –
ICA
2486
Infrastructure Capital Advisors
New York
$269K -$249K -800 -44%
CFS
2487
Coordinated Financial Services
Colorado
$269K +$31.4K +101 +11%
HCM
2488
Highview Capital Management
Illinois
$268K – – –
CG
2489
Clifford Group
Massachusetts
$268K +$7.15K +23 +2%
CWA
2490
Cura Wealth Advisors
Illinois
$268K – – –
SSWG
2491
Seven Springs Wealth Group
Tennessee
$267K -$996K -3,201 -76%
CT
2492
Colonial Trust
South Carolina
$267K -$28.9K -93 -9%
AGA
2493
Arkos Global Advisors
Texas
$265K -$5.91K -19 -2%
T
2494
Transce3nd
Texas
$265K -$50.1K -161 -14%
ABWM
2495
Alpine Bank Wealth Management
Colorado
$265K +$307K +986 New
SAM
2496
Sawgrass Asset Management
Florida
$265K +$307K +986 New
HP
2497
Holistic Planning
Texas
$264K +$28.3K +91 +10%
BC
2498
Brio Consultants
California
$264K -$416K -1,336 -58%
HWM
2499
Hobbs Wealth Management
Indiana
$263K +$34.2K +110 +13%
WA
2500
Wambolt & Associates
Colorado
$263K -$17.1K -55 -5%
98 99
100
101 102