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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
2601
Abound Wealth Management
Tennessee
$210K -$19.4K -78 -9%
GRR
2602
Golden Reserve Retirement
Ohio
$210K +$197K +792 New
AWM
2603
Activest Wealth Management
Florida
$210K -$140K -563 -42%
BMM
2604
Berkshire Money Management
Massachusetts
$210K +$197K +791 New
MSA
2605
McAlister Sweet & Associates
Texas
$210K +$197K +791 New
BH
2606
Burk Holdings
Oklahoma
$208K +$196K +787 New
TA
2607
Teramo Advisors
Florida
$208K +$195K +786 New
MSFS
2608
Main Street Financial Solutions
Pennsylvania
$208K -$192K -773 -50%
AWA
2609
Argo Wealth Advisory
Virginia
$208K +$195K +785 New
ACG
2610
Allen Capital Group
Nebraska
$207K -$23.9K -96 -11%
KFA
2611
Kelleher Financial Advisors
New York
$206K -$22.9K -92 -11%
TA
2612
TruWealth Advisors
Louisiana
$206K -$89.7K -361 -32%
SI
2613
Saxon Interests
Texas
$206K +$193K +777 New
BFA
2614
Benedict Financial Advisors
Georgia
$206K +$193K +777 New
EFMH
2615
E Fund Management (HK)
Hong Kong
$206K -$52.9K -213 -18%
SWA
2616
SOA Wealth Advisors
New York
$206K -$19.4K -78 -9%
SWM
2617
Shrier Wealth Management
California
$204K +$192K +771 New
FZCM
2618
Flynn Zito Capital Management
New York
$204K +$192K +771 New
EB
2619
Exchange Bank
California
$204K +$191K +769 New
OBGC
2620
O'Brien Greene & Co
Pennsylvania
$203K +$191K +768 New
TWA
2621
Talisman Wealth Advisors
New Jersey
$203K +$191K +767 New
BWM
2622
Blossom Wealth Management
California
$203K +$191K +767 New
CCA
2623
Cora Capital Advisors
New Jersey
$203K +$190K +765 New
MSS
2624
Mitchell Sinkler & Starr
Pennsylvania
$203K +$190K +765 New
VCP
2625
Vista Capital Partners
Oregon
$203K +$190K +765 New
103 104
105
106 107