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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2551
Summit Asset Management
Tennessee
$242K +$21.7K +81 +10%
GAG
2552
Goodman Advisory Group
Massachusetts
$242K -$646K -2,415 -73%
SW
2553
SkyOak Wealth
Michigan
$242K +$13.4K +50 +6%
WTA
2554
Washington Trust Advisors
Massachusetts
$241K -$20.1K -75 -8%
BCM
2555
Boreal Capital Management
Florida
$241K +$236K +884 New
BFS
2556
Burkett Financial Services
South Carolina
$241K +$267 +1 +0.1%
FC
2557
Forte Capital
New York
$241K -$10.4K -39 -4%
WFA
2558
Wellspring Financial Advisors
Ohio
$240K +$35K +131 +17%
CV
2559
Counterweight Ventures
North Carolina
$240K -$26.2K -98 -10%
RFN
2560
RDA Financial Network
Iowa
$240K -$1.17M -4,361 -83%
TWM
2561
Tripletail Wealth Management
Florida
$238K +$269K +1,006 New
PJWM
2562
Philip James Wealth Mangement
Georgia
$238K – – –
GGA
2563
Granite Group Advisors
Connecticut
$238K – – –
EC
2564
EntryPoint Capital
New York
$238K +$233K +871 New
FF
2565
Foronjy Financial
California
$237K +$233K +871 New
AIM
2566
Arcadia Investment Management
Michigan
$237K – – –
PFG
2567
PAX Financial Group
Texas
$237K -$154K -577 -40%
ONSWM
2568
Old North State Wealth Management
North Carolina
$237K +$4.54K +17 +2%
DCM
2569
DGS Capital Management
New Jersey
$235K -$18.2K -68 -7%
PWM
2570
Puff Wealth Management
New Jersey
$234K +$3.74K +14 +2%
AWA
2571
Aletheian Wealth Advisors
Washington
$234K +$230K +859 New
ITIM
2572
Indiana Trust & Investment Management
Indiana
$234K -$80.2K -300 -26%
HWM
2573
Hobbs Wealth Management
Indiana
$234K -$32.9K -123 -13%
CFS
2574
Coordinated Financial Services
Colorado
$234K -$38.5K -144 -14%
BCM
2575
Brown Capital Management
Maryland
$234K -$105K -392 -31%
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103
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