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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
2601
Stiles Financial Services
Minnesota
$224K – – –
CFA
2602
Cahill Financial Advisors
Minnesota
$222K +$7.15K +23 +3%
SFC
2603
Strategic Financial Concepts
Texas
$222K +$67.5K +217 +36%
MPCL
2604
My Personal CFO LLC
Washington
$222K -$1.87K -6 -0.7%
LWL
2605
Leo Wealth LLC
Texas
$221K -$1.52M -4,881 -86%
OFO
2606
OneAscent Family Office
Alabama
$221K +$255K +821 New
AA
2607
Auxano Advisors
Washington
$221K -$3.73K -12 -1%
OPA
2608
Old Port Advisors
Maine
$221K -$14.3K -46 -5%
EAM
2609
Evanson Asset Management
California
$220K -$158K -507 -38%
HWM
2610
Hemington Wealth Management
Virginia
$220K +$3.73K +12 +1%
HAIM
2611
Hunter Associates Investment Management
Pennsylvania
$220K +$21.8K +70 +9%
ACC
2612
Acorn Creek Capital
Colorado
$220K -$32.3K -104 -11%
TWA
2613
TCI Wealth Advisors
Arizona
$220K -$252K -811 -50%
BAS
2614
Brueske Advisory Services
Washington
$220K -$6.22K -20 -2%
CCA
2615
Carrera Capital Advisors
Michigan
$219K -$6.22K -20 -2%
NCTC
2616
New Covenant Trust Company
Indiana
$219K +$1.87K +6 +0.7%
AAM
2617
Austin Asset Management
Texas
$219K +$54.4K +175 +27%
RRA
2618
Round Rock Advisors
Connecticut
$219K -$181K -583 -42%
RA
2619
Riversedge Advisors
Delaware
$218K -$376K -1,210 -60%
RWA
2620
Redhawk Wealth Advisors
Minnesota
$218K -$1.24K -4 -0.5%
WWC
2621
Waypoint Wealth Counsel
Georgia
$218K +$253K +813 New
FNWM
2622
Financial Network Wealth Management
Utah
$218K – – –
LAS
2623
LWM Advisory Services
Florida
$218K +$3.42K +11 +1%
MSWM
2624
Mowery & Schoenfeld Wealth Management
Illinois
$218K +$12.4K +40 +5%
GEM
2625
Global Endowment Management
North Carolina
$217K -$275K -883 -52%
103 104
105
106 107