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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2526
Intrepid Financial Planning Group
Indiana
$319K – – –
C
2527
Covestor
United Kingdom
$318K -$30K -94 -9%
SCM
2528
Sone Capital Management
New York
$318K +$304K +951 New
MFS
2529
Mirabella Financial Services
United Kingdom
$318K -$2.15M -6,734 -88%
MWP
2530
Meriwether Wealth & Planning
Louisiana
$317K +$303K +949 New
GAMC
2531
Garner Asset Management Corp
Texas
$316K – – –
AIM
2532
Advyzon Investment Management
Illinois
$315K +$300K +941 New
CWP
2533
Curated Wealth Partners
California
$315K +$638 +2 +0.2%
KIG
2534
Kennedy Investment Group
New Jersey
$315K -$28.7K -90 -9%
LCM
2535
Lattice Capital Management
Washington
$314K – – –
MWM
2536
Momentous Wealth Management
Washington
$313K +$299K +937 New
YIM
2537
Yoffe Investment Management
Pennsylvania
$313K +$299K +937 New
BBNA
2538
Bremer Bank National Association
Minnesota
$311K -$60.6K -190 -17%
WE
2539
Wealth Effects
Massachusetts
$311K +$20.7K +65 +8%
KA
2540
KDT Advisors
New York
$311K +$296K +929 New
MBI
2541
May Barnhard Investments
Maryland
$310K – – –
ACC
2542
Acorn Creek Capital
Colorado
$309K +$12.1K +38 +4%
ML
2543
McAdam LLC
Pennsylvania
$308K +$43.7K +137 +17%
LI
2544
LifeWealth Investments
Florida
$307K +$293K +917 New
GWP
2545
Gateway Wealth Partners
Wisconsin
$306K +$292K +916 New
HPM
2546
Hoxton Planning & Management
West Virginia
$306K +$33.5K +105 +13%
BMM
2547
Berkshire Money Management
Massachusetts
$305K +$291K +912 New
VF
2548
Vawter Financial
Ohio
$305K -$74K -232 -20%
GCP
2549
Gill Capital Partners
Colorado
$303K – – –
FFG
2550
First Financial Group
North Carolina
$303K +$289K +905 New
100 101
102
103 104