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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2526
Steph & Co
Wisconsin
$17.4K – – –
AT
2527
Arlington Trust
Alabama
$17.1K -$2.88M -12,721 -99%
NMM
2528
Naples Money Management
Florida
$16.6K +$14.3K +63 New
LFASL
2529
Lugano Financial Advisors SA (LFA)
Switzerland
$16.3K – – –
DEM
2530
Disciplined Equity Management
Florida
$16.3K +$14K +62 New
TC
2531
Trust Company
Kansas
$15.8K – – –
AFS
2532
Annapolis Financial Services
Maryland
$15.5K – – –
PP
2533
PFS Partners
New Jersey
$15.3K – – –
PCC
2534
Park Circle Company
Maryland
$14.2K – – –
AW
2535
Avion Wealth
Texas
$14K -$1.58K -7 -12%
EA
2536
Evolution Advisers
Virginia
$14K +$12.4K +55 New
MFC
2537
Mechanics Financial Corp
Ohio
$13.2K – – –
PP
2538
PrairieView Partners
Minnesota
$13K – – –
AWM
2539
Atticus Wealth Management
Florida
$12.6K – – –
CMP
2540
Coston McIsaac & Partners
Maine
$12K – – –
NECFA
2541
New England Capital Financial Advisors
Connecticut
$11.8K – – –
HWA
2542
HHM Wealth Advisors
Tennessee
$11.6K -$4.53K -20 -31%
MBFW
2543
Morton Brown Family Wealth
Pennsylvania
$11.1K – – –
CCA
2544
Criterion Capital Advisors
Tennessee
$11.1K +$9.51K +42 New
CIR
2545
Clear Investment Research
Georgia
$10.8K +$9.28K +41 New
RCM
2546
Richardson Capital Management
Wisconsin
$9.74K +$8.37K +37 New
PGAM
2547
Princeton Global Asset Management
New Jersey
$9.21K +$3.17K +14 +67%
DPW
2548
DiNuzzo Private Wealth
Pennsylvania
$8.95K +$7.7K +34 New
VWA
2549
Valued Wealth Advisors
Utah
$8.72K +$9.73K +43 New
FCT
2550
First Community Trust
Iowa
$8.68K – – –
100 101
102
103 104