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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RGI
2576
River Global Investors
United Kingdom
$290K -$690K -2,163 -71%
CFSG
2577
Clark Financial Services Group
Missouri
$290K -$2.55K -8 -0.9%
TWP
2578
Tower Wealth Partners
Pennsylvania
$290K -$4.15K -13 -1%
ST
2579
Somerset Trust
Pennsylvania
$290K +$276K +866 New
AM
2580
Account Management
Massachusetts
$289K – – –
PWM
2581
Puff Wealth Management
New Jersey
$289K +$276K +864 New
CWA
2582
Canvas Wealth Advisors
Kansas
$287K +$6.7K +21 +3%
BFF
2583
Byrne Financial Freedom
Massachusetts
$286K +$273K +856 New
AIM
2584
Arcadia Investment Management
Michigan
$286K – – –
CAM
2585
CenterStar Asset Management
Illinois
$285K -$17.2K -54 -6%
DCM
2586
DGS Capital Management
New Jersey
$285K +$272K +852 New
DIP
2587
DT Investment Partners
Pennsylvania
$285K +$14.4K +45 +6%
BCG
2588
Breakwater Capital Group
New Jersey
$285K – – –
IA
2589
Intellus Advisors
Florida
$284K +$271K +850 New
TWPM
2590
Total Wealth Planning & Management
Florida
$284K +$271K +850 New
CWM
2591
Challenger Wealth Management
California
$284K +$271K +848 New
GWM
2592
Gray Wealth Management
Maine
$283K +$2.23K +7 +0.8%
HWA
2593
Heritage Wealth Advisors
Virginia
$283K -$73.1K -229 -21%
CM
2594
Cercano Management
Washington
$282K +$269K +844 New
WTA
2595
Washington Trust Advisors
Massachusetts
$282K -$28.1K -88 -9%
WPW
2596
Warther Private Wealth
Ohio
$282K -$23.6K -74 -8%
GSIS
2597
Global Strategic Investment Solutions
Arizona
$282K -$31.6K -99 -11%
WDL
2598
Well Done LLC
Michigan
$281K – – –
BAS
2599
Brueske Advisory Services
Washington
$281K +$268K +839 New
CCA
2600
Carrera Capital Advisors
Michigan
$280K +$23.6K +74 +10%
102 103
104
105 106