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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2501
Vivaldi Capital Management
Illinois
$209K -$3.78K -15 -2%
CV
2502
Counterweight Ventures
North Carolina
$209K – – –
WEG
2503
World Equity Group
Illinois
$208K -$32K -127 -13%
IA
2504
Insight Advisors
Pennsylvania
$208K -$12.1K -48 -5%
ACG
2505
Allen Capital Group
Nebraska
$208K -$76.4K -303 -26%
KCP
2506
Kera Capital Partners
California
$208K -$46.7K -185 -17%
CIA
2507
Cladis Investment Advisory
Montana
$207K +$18.9K +75 +9%
KWM
2508
KW Wealth Management
California
$207K +$220K +874 New
CAWM
2509
Capital Advisors Wealth Management
Washington
$207K -$460K -1,825 -68%
AWM
2510
Abound Wealth Management
Tennessee
$206K +$30.3K +120 +16%
KFA
2511
Kelleher Financial Advisors
New York
$206K +$219K +870 New
NCTC
2512
New Covenant Trust Company
Indiana
$206K +$14.6K +58 +7%
WWC
2513
Waypoint Wealth Counsel
Georgia
$206K +$219K +869 New
KFG
2514
Kingdom Financial Group
Arizona
$206K +$218K +866 New
OHWA
2515
Oak Hill Wealth Advisors
Virginia
$204K -$25.2K -100 -10%
AWA
2516
Aletheian Wealth Advisors
Washington
$204K +$757 +3 +0.3%
KCPG
2517
Kavar Capital Partners Group
Kansas
$204K -$45.4K -180 -17%
ITIM
2518
Indiana Trust & Investment Management
Indiana
$203K – – –
AFM
2519
Armstrong Fleming & Moore
District of Columbia
$203K -$11.1K -44 -5%
IFPG
2520
Intrepid Financial Planning Group
Indiana
$203K +$504 +2 +0.2%
GWP
2521
Gateway Wealth Partners
Wisconsin
$202K +$16.4K +65 +8%
SWA
2522
SOA Wealth Advisors
New York
$202K -$64.3K -255 -23%
RA
2523
Rise Advisors
New York
$202K +$504 +2 +0.2%
DIP
2524
DT Investment Partners
Pennsylvania
$202K – – –
HFS
2525
Hughes Financial Services
Virginia
$202K +$14.4K +57 +7%
99 100
101
102 103