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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
2501
MIG Capital
California
$334K -$21M -65,802 -99%
HCM
2502
Highview Capital Management
Illinois
$334K – – –
MWM
2503
Mosley Wealth Management
California
$334K +$21.4K +67 +8%
CWA
2504
Cura Wealth Advisors
Illinois
$334K +$319K +998 New
MFS
2505
Madrona Financial Services
Washington
$333K +$22.7K +71 +8%
CV
2506
Counterweight Ventures
North Carolina
$332K – – –
OBWG
2507
Onyx Bridge Wealth Group
New York
$331K -$3.19K -10 -1%
OFA
2508
Oak Family Advisors
Illinois
$330K +$315K +988 New
AI
2509
Arvest Investments
Arkansas
$330K +$7.66K +24 +2%
MC
2510
Mirabaud & Cie
Switzerland
$329K -$2.65M -8,290 -89%
HWP
2511
Highline Wealth Partners
California
$329K +$5.42K +17 +2%
EP
2512
EPIQ Partners
Minnesota
$327K – – –
CG
2513
Clifford Group
Massachusetts
$327K – – –
SPW
2514
Sonoma Private Wealth
California
$326K +$311K +976 New
SWG
2515
Summit Wealth Group
Vermont
$326K – – –
AAMA
2516
Advanced Asset Management Advisors
Ohio
$326K – – –
AA
2517
Aire Advisors
California
$326K +$18.2K +57 +6%
APW
2518
Aurora Private Wealth
New Jersey
$325K -$18.8K -59 -6%
AGC
2519
Aspen Grove Capital
Colorado
$324K -$46.3K -145 -13%
CFAM
2520
Center For Asset Management
Florida
$322K +$308K +964 New
HB
2521
Horizon Bancorp
Indiana
$322K +$8.94K +28 +3%
RWA
2522
Rooted Wealth Advisors
Illinois
$322K +$81.7K +256 +35%
OHWA
2523
Oak Hill Wealth Advisors
Virginia
$322K +$307K +962 New
SFO
2524
Stenger Family Office
Illinois
$322K +$307K +962 New
1WM
2525
1858 Wealth Management
Ohio
$320K +$13.1K +41 +4%
99 100
101
102 103