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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2651
Steph & Co
Wisconsin
$42.2K +$23.7K +94 +112%
KPP
2652
Kings Path Partners
Texas
$41.7K – – –
MSWA
2653
Marshall & Sterling Wealth Advisors
New York
$41.5K -$4.04K -16 -8%
DCM
2654
Disciplina Capital Management
Tennessee
$41.4K +$252 +1 +0.6%
TFG
2655
Team Financial Group
California
$40.4K – – –
SP
2656
Saranac Partners
$39.8K +$42.4K +168 New
MG
2657
MilWealth Group
Wisconsin
$39.1K – – –
CI
2658
Clal Insurance
Israel
$39K -$252 -1 -0.6%
GIA
2659
GHP Investment Advisors
Colorado
$39K -$7.57K -30 -15%
RWM
2660
Raffa Wealth Management
District of Columbia
$38.6K +$3.03K +12 +8%
MWPCG
2661
Measured Wealth Private Client Group
New Hampshire
$38.6K +$41.1K +163 New
GK
2662
Graney & King
New York
$38.3K – – –
BONH
2663
Bank of New Hampshire
New Hampshire
$37.9K -$17.7K -70 -30%
RCM
2664
Raleigh Capital Management
North Carolina
$35.4K -$154K -611 -80%
PP
2665
Pacifica Partners
Canada
$35.1K +$1.26K +5 +3%
CIAS
2666
CBIZ Investment Advisory Services
Ohio
$34.9K +$3.53K +14 +11%
MA
2667
MCF Advisors
Kentucky
$34.5K +$1.76K +7 +5%
GJIA
2668
Glass Jacobson Investment Advisors
Maryland
$33.2K – – –
CTB
2669
Country Trust Bank
Illinois
$32.5K +$2.02K +8 +6%
PCTC
2670
Perkins Coie Trust Company
Washington
$32K -$88.3K -350 -72%
VWA
2671
VSM Wealth Advisory
Maryland
$32K – – –
IWP
2672
IAG Wealth Partners
Wisconsin
$30.8K – – –
RWS
2673
Retirement Wealth Solutions
Wisconsin
$29.8K -$8.07K -32 -20%
MPW
2674
MASECO Private Wealth
$29.7K +$252 +1 +0.8%
QWM
2675
Quaker Wealth Management
New Jersey
$29.4K -$504 -2 -2%
105 106
107
108 109