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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
2626
Summit Asset Management
Tennessee
$216K +$6.22K +20 +3%
KW
2627
Keyvantage Wealth
Pennsylvania
$216K +$251K +806 New
CFP
2628
Cascade Financial Partners
California
$216K – – –
AWG
2629
Altus Wealth Group
Colorado
$216K +$28K +90 +13%
BWM
2630
Blossom Wealth Management
California
$216K -$8.09K -26 -3%
CGA
2631
Crescent Grove Advisors
Illinois
$215K -$77.4K -249 -24%
KSWWM
2632
Keyes Stange & Wooten Wealth Management
Florida
$215K -$11.2K -36 -4%
CIA
2633
Cladis Investment Advisory
Montana
$215K – – –
CCMW
2634
Cypress Capital Management (Wyoming)
Wyoming
$215K – – –
FRA
2635
Front Row Advisors
California
$215K – – –
UFF
2636
USA Financial Formulas
Michigan
$214K +$13.4K +43 +6%
EFL
2637
ERn Financial LLC
Wisconsin
$214K +$4.04K +13 +2%
ACA
2638
Affinity Capital Advisors
California
$213K +$61.3K +197 +31%
LFG
2639
Lockerman Financial Group
California
$213K -$5.29K -17 -2%
PWA
2640
Prairie Wealth Advisors
Nebraska
$211K +$10.6K +34 +5%
TA
2641
Teramo Advisors
Florida
$211K +$244K +786 New
SIA
2642
SGL Investment Advisors
Montana
$211K +$4.67K +15 +2%
GFG
2643
Greenberg Financial Group
Arizona
$211K +$351K +1,128 New
LTI
2644
Laffer Tengler Investments
Tennessee
$210K – – –
PCA
2645
Purkiss Capital Advisors
Connecticut
$210K – – –
LWM
2646
Laidlaw Wealth Management
New York
$210K -$1.13M -3,622 -82%
RWI
2647
Red Wave Investments
Pennsylvania
$209K -$84.9K -273 -26%
RAS
2648
RPS Advisory Solutions
Kentucky
$209K -$33.6K -108 -12%
WAM
2649
Weatherly Asset Management
California
$209K -$10.9K -35 -4%
RWA
2650
Rooted Wealth Advisors
Illinois
$209K -$38.9K -125 -13%
104 105
106
107 108