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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2501
Collective Family Office
Pennsylvania
$262K -$24.9K -80 -8%
CV
2502
Counterweight Ventures
North Carolina
$262K -$4.67K -15 -2%
APW
2503
Aurora Private Wealth
New Jersey
$262K +$1.55K +5 +0.5%
OP
2504
ORG Partners
Indiana
$262K -$847K -2,723 -74%
AAMA
2505
Advanced Asset Management Advisors
Ohio
$262K – – –
HWP
2506
Highline Wealth Partners
California
$261K -$4.35K -14 -1%
MFS
2507
Madrona Financial Services
Washington
$260K -$7.78K -25 -3%
KA
2508
KDT Advisors
New York
$260K +$11.8K +38 +4%
QFW
2509
QTR Family Wealth
Florida
$258K +$300K +963 New
OHWA
2510
Oak Hill Wealth Advisors
Virginia
$258K – – –
VCM
2511
Vivaldi Capital Management
Illinois
$258K +$53.5K +172 +22%
ZIC
2512
ZWJ Investment Counsel
Georgia
$258K -$23.3K -75 -7%
ECM
2513
Elgethun Capital Management
South Dakota
$258K -$56.9K -183 -16%
BBNA
2514
Bremer Bank National Association
Minnesota
$258K +$9.02K +29 +3%
SG
2515
Somerset Group
Minnesota
$258K +$53.8K +173 +22%
TCM
2516
TruNorth Capital Management
Michigan
$258K +$294K +945 +6,300%
WTA
2517
Washington Trust Advisors
Massachusetts
$258K +$36.1K +116 +14%
MWA
2518
Motive Wealth Advisors
Michigan
$257K -$33.9K -109 -10%
MIA
2519
MainStreet Investment Advisors
Illinois
$257K -$53.2K -171 -15%
MWP
2520
Meriwether Wealth & Planning
Louisiana
$257K +$2.8K +9 +0.9%
FNB
2521
Farmers National Bank
Kentucky
$257K +$39.5K +127 +15%
FAG
2522
Fortitude Advisory Group
Washington
$257K -$23K -74 -7%
WSWA
2523
Warren Street Wealth Advisors
California
$257K +$18.7K +60 +7%
MCC
2524
Money Concepts Capital
Florida
$255K +$23.9K +77 +9%
F8IS
2525
Figure 8 Investment Strategies
Idaho
$255K -$77.8K -250 -21%
99 100
101
102 103