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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRI
2526
Colonial River Investments
Virginia
$241K -$315K -1,268 -58%
LW
2527
Libra Wealth
California
$241K -$64.4K -259 -22%
FLFS
2528
Family Legacy Financial Solutions
North Carolina
$240K -$47.5K -191 -17%
PP
2529
Postrock Partners
Oregon
$239K – – –
MCI
2530
MRP Capital Investments
Georgia
$239K -$25.6K -103 -10%
WA
2531
Westfuller Advisors
New York
$239K -$64.9K -261 -22%
EWM
2532
Elite Wealth Management
Washington
$238K -$422K -1,698 -65%
W
2533
Wealthquest
Ohio
$238K +$224K +900 New
VI
2534
VanderPol Investments
Michigan
$238K -$13.9K -56 -6%
SSWG
2535
Seven Springs Wealth Group
Tennessee
$238K +$1.24K +5 +0.6%
GEM
2536
Global Endowment Management
North Carolina
$238K -$150K -605 -40%
ERWM
2537
Elk River Wealth Management
Colorado
$238K – – –
RWM
2538
Rialto Wealth Management
New York
$237K – – –
BWL
2539
Bogart Wealth LLC
Virginia
$236K -$14.6M -58,894 -99%
JCM
2540
Jag Capital Management
Missouri
$236K -$95.9K -386 -30%
KFGK
2541
Keystone Financial Group (Kentucky)
Kentucky
$236K +$221K +890 New
DWP
2542
Destiny Wealth Partners
Florida
$234K +$43K +173 +20%
CG
2543
Clifford Group
Massachusetts
$234K -$7.95K -32 -3%
KCPG
2544
Kavar Capital Partners Group
Kansas
$233K +$4.47K +18 +2%
KAM
2545
Knightsbridge Asset Management
California
$232K +$218K +876 New
GG
2546
Gleason Group
Kentucky
$232K +$217K +874 New
FI
2547
Financial Insights
Washington
$231K -$40.8K -164 -16%
VCM
2548
Vivaldi Capital Management
Illinois
$231K -$1.99K -8 -0.9%
GTAM
2549
Global Trust Asset Management
Florida
$231K -$120K -482 -36%
GT
2550
GreatBanc Trust
Illinois
$230K -$6.21K -25 -3%
100 101
102
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