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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2576
Puff Wealth Management
New Jersey
$220K +$216K +868 New
HFS
2577
Hughes Financial Services
Virginia
$220K -$746 -3 -0.4%
CWM
2578
Collaborative Wealth Management
Florida
$220K +$207K +831 New
WPA
2579
West Paces Advisors
Georgia
$219K +$206K +827 New
GKIM
2580
GW&K Investment Management
Massachusetts
$219K +$52.7K +212 +35%
DWM
2581
Daner Wealth Management
Georgia
$219K +$24.4K +98 +9%
ESBC
2582
E.S. Barr & Co
Kentucky
$219K +$205K +825 New
PA
2583
PSI Advisors
Florida
$219K +$205K +825 New
AFO
2584
Allie Family Office
Florida
$218K +$205K +824 New
WKSWA
2585
White Knight Strategic Wealth Advisors
New Jersey
$217K -$105K -421 -34%
CV
2586
Counterweight Ventures
North Carolina
$217K -$15.4K -62 -7%
GWP
2587
Gateway Wealth Partners
Wisconsin
$216K -$9.2K -37 -4%
MFWP
2588
Mosaic Family Wealth Partners
Missouri
$216K +$202K +814 New
PSF
2589
Pacific Sun Financial
California
$215K +$202K +812 New
GPW
2590
Gentry Private Wealth
Kansas
$215K +$202K +813 New
WAM
2591
Weatherly Asset Management
California
$215K +$202K +812 New
JCM
2592
Janney Capital Management
Pennsylvania
$214K +$200K +806 New
PFM
2593
Phillips Financial Management
Indiana
$214K +$200K +806 New
SPWM
2594
Spartan Planning & Wealth Management
North Carolina
$213K +$200K +804 New
PCP
2595
Panoramic Capital Partners
Oregon
$212K +$199K +801 New
GIP
2596
Greatmark Investment Partners
Georgia
$212K +$199K +800 New
WDG
2597
Wealth Dimensions Group
Ohio
$210K -$87.7K -353 -31%
BPC
2598
Bearing Point Capital
Minnesota
$210K +$197K +794 New
CCMW
2599
Cypress Capital Management (Wyoming)
Wyoming
$210K +$4.22K +17 +2%
WSWA
2600
Warren Street Wealth Advisors
California
$210K -$26.8K -108 -12%
102 103
104
105 106