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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
2551
Greenwood Gearhart
Arkansas
$230K +$215K +867 New
SFO
2552
Stenger Family Office
Illinois
$229K -$3.23K -13 -1%
RIA
2553
Realta Investment Advisors
Delaware
$229K +$215K +865 New
JWA
2554
JFS Wealth Advisors
Pennsylvania
$228K -$46K -185 -18%
ECM
2555
Elgethun Capital Management
South Dakota
$228K -$25.1K -101 -11%
MPCL
2556
My Personal CFO LLC
Washington
$228K +$214K +860 New
AFM
2557
Armstrong Fleming & Moore
District of Columbia
$227K – – –
PCMNC
2558
Piedmont Capital Management (North Carolina)
North Carolina
$227K +$213K +856 New
MAM
2559
McLean Asset Management
Virginia
$227K -$13.2K -53 -5%
IFPG
2560
Intrepid Financial Planning Group
Indiana
$226K – – –
AZ
2561
Alpha Zero
Florida
$226K +$212K +852 New
TWPM
2562
Total Wealth Planning & Management
Florida
$225K +$211K +849 New
OCA
2563
Odyssey Capital Advisors
Pennsylvania
$225K +$211K +848 New
BFS
2564
Burkett Financial Services
South Carolina
$225K -$9.94K -40 -5%
KWM
2565
Keebeck Wealth Management
Illinois
$224K +$210K +845 New
NWM
2566
Nolet Wealth Management
Texas
$224K +$210K +845 New
RFA
2567
Resurgent Financial Advisors
Georgia
$224K -$145K -582 -41%
WIM
2568
Warwick Investment Management
Texas
$224K +$210K +845 New
AWA
2569
Archvest Wealth Advisors
California
$223K -$12.4K -50 -6%
KA
2570
KDT Advisors
New York
$222K +$208K +838 New
F8IS
2571
Figure 8 Investment Strategies
Idaho
$222K -$16.9K -68 -8%
LWM
2572
LeConte Wealth Management
Tennessee
$221K +$207K +834 New
IA
2573
Insight Advisors
Pennsylvania
$221K -$10.9K -44 -5%
BWP
2574
BlueStem Wealth Partners
Minnesota
$221K +$207K +833 New
RA
2575
Rise Advisors
New York
$220K -$5.47K -22 -3%
101 102
103
104 105