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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFA
2526
Godfrey Financial Associates
New York
$25.2K – – –
PCTC
2527
Perkins Coie Trust Company
Washington
$25.2K – – –
BFS
2528
Bare Financial Services
Pennsylvania
$24.6K +$18K +87 +193%
GCM
2529
Gunpowder Capital Management
Maryland
$24.3K – – –
IWP
2530
IAG Wealth Partners
Wisconsin
$24.3K – – –
LWMI
2531
Legacy Wealth Management (Idaho)
Idaho
$23.7K +$4.97K +24 +23%
PP
2532
Paladin Partners
Wisconsin
$23.6K – – –
SRCM
2533
Signature Resources Capital Management
California
$22.6K +$3.94K +19 +19%
DWM
2534
Dogwood Wealth Management
Kansas
$22.4K +$2.49K +12 +11%
CIR
2535
Clear Investment Research
Georgia
$22.2K +$24.7K +119 New
FCG
2536
Financial Connections Group
California
$22K +$11.4K +55 +83%
Q1WB
2537
Quest 10 Wealth Builders
Virginia
$21.7K +$10.4K +50 +76%
MSG
2538
Main Street Group
Virginia
$21.7K +$24K +116 New
VWA
2539
VSM Wealth Advisory
Maryland
$21.3K +$23.6K +114 New
PMFA
2540
Plante Moran Financial Advisors
Michigan
$21K -$22.6K -109 -49%
BDL
2541
Banque de Luxembourg
Luxembourg
$20.9K -$72.1K -348 -76%
BC
2542
Barrett & Company
Rhode Island
$20.5K – – –
AP
2543
Aspect Partners
Virginia
$20.5K -$2.49K -12 -10%
TCM
2544
TD Capital Management
Tennessee
$20.4K -$21.3K -103 -49%
WA
2545
Whipplewood Advisors
Colorado
$20.2K +$22.4K +108 New
TCM
2546
Tradewinds Capital Management
Washington
$20.1K – – –
PWA
2547
Provenance Wealth Advisors
Florida
$19.8K -$19.1K -92 -46%
TWD
2548
True Wealth Design
Ohio
$19.6K -$31.9K -154 -59%
SR
2549
Swiss Re
Switzerland
$19.4K – – –
RWS
2550
Retirement Wealth Solutions
Wisconsin
$19.4K -$4.56K -22 -17%
100 101
102
103 104