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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OFW
2601
Omnia Family Wealth
Florida
$280K +$8.94K +28 +3%
IDBONY
2602
Israel Discount Bank of New York
New York
$280K -$14.7K -46 -5%
KSWWM
2603
Keyes Stange & Wooten Wealth Management
Florida
$280K -$8.62K -27 -3%
AG
2604
Algert Global
California
$280K +$267K +837 New
AWA
2605
Archvest Wealth Advisors
California
$280K – – –
SW
2606
SkyOak Wealth
Michigan
$280K – – –
AA
2607
Auxano Advisors
Washington
$279K +$266K +835 New
MWP
2608
Meridian Wealth Partners
Pennsylvania
$279K +$13.4K +42 +5%
SFS
2609
Stiles Financial Services
Minnesota
$279K -$38K -119 -13%
MPCL
2610
My Personal CFO LLC
Washington
$278K +$319 +1 +0.1%
FNB
2611
Farmers National Bank
Kentucky
$278K +$265K +831 New
BWM
2612
Blossom Wealth Management
California
$277K +$1.92K +6 +0.7%
CAM
2613
Clark Asset Management
New Hampshire
$277K -$38.3K -120 -13%
ACM
2614
AlphaStar Capital Management
North Carolina
$276K +$263K +824 New
FC
2615
Forte Capital
New York
$275K -$9.57K -30 -4%
VCM
2616
Vivaldi Capital Management
Illinois
$274K +$252K +789 New
RWA
2617
Redhawk Wealth Advisors
Minnesota
$274K +$1.6K +5 +0.6%
BAM
2618
Blueshift Asset Management
New Jersey
$273K +$261K +818 New
WAM
2619
Weatherly Asset Management
California
$272K +$11.2K +35 +4%
FNWM
2620
Financial Network Wealth Management
Utah
$272K – – –
TCBWMS
2621
Texas Capital Bank Wealth Management Services
Texas
$272K +$259K +813 New
JLBC
2622
J.L. Bainbridge & Co
Florida
$271K +$6.06K +19 +2%
LFG
2623
Lockerman Financial Group
California
$271K -$3.51K -11 -1%
HWM
2624
Hemington Wealth Management
Virginia
$271K +$14.7K +46 +6%
NCTC
2625
New Covenant Trust Company
Indiana
$270K -$3.51K -11 -1%
103 104
105
106 107