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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2601
TopTier Wealth Management
Wisconsin
$8.77K +$9.74K +47 New
MAFA
2602
MJT & Associates Financial Advisory
Minnesota
$8.59K – – –
TFG
2603
Team Financial Group
California
$8.49K – – –
CJ
2604
Caitlin John
Michigan
$8.45K -$4.35K -21 -32%
CTA
2605
Colonial Trust Advisors
South Carolina
$8.4K – – –
CPL
2606
Capital & Planning LLC
Georgia
$8.4K +$9.32K +45 New
MBFW
2607
Morton Brown Family Wealth
Pennsylvania
$8.21K – – –
BG
2608
Bollard Group
Massachusetts
$8K +$9.12K +44 New
FA
2609
Fountainhead AM
New Jersey
$7.65K +$4.76K +23 +128%
HC
2610
Hurley Capital
New York
$7.5K +$207 +1 +3%
PIS
2611
POM Investment Strategies
North Carolina
$7.47K +$6.42K +31 +344%
MWA
2612
Merkkuri Wealth Advisors
New York
$7.31K +$8.08K +39 New
DRP
2613
Decker Retirement Planning
Utah
$7.28K – – –
POIA
2614
Pin Oak Investment Advisors
Texas
$7K -$29.4K -142 -80%
CFG
2615
Clayton Financial Group
Missouri
$6.91K +$6.22K +30 +429%
BIM
2616
Breakwater Investment Management
Washington
$6.72K +$6.22K +30 +500%
HWM
2617
HighMark Wealth Management
Minnesota
$6.53K – – –
GGI
2618
Godsey & Gibb Inc
Virginia
$6.35K – – –
CC
2619
Corsicana & Co
Texas
$6.17K -$16.6K -80 -78%
DWA
2620
Delos Wealth Advisors
Texas
$5.97K – – –
BHWM
2621
Bay Harbor Wealth Management
Maryland
$5.97K -$1.45K -7 -18%
QWM
2622
Quaker Wealth Management
New Jersey
$5.79K -$21.8K -105 -77%
GIM
2623
Gold Investment Management
Alberta, Canada
$5.79K – – –
B
2624
Bayban
Minnesota
$5.79K +$207 +1 +3%
HFM
2625
Hartford Financial Management
Connecticut
$5.6K – – –
103 104
105
106 107