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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
2651
Granite FO LLC
New Hampshire
$2.61K – – –
HIMS
2652
Hager Investment Management Services
New Hampshire
$2.43K – – –
NECFA
2653
New England Capital Financial Advisors
Connecticut
$2.27K – – –
DCM
2654
Davis Capital Management
Florida
$2.24K +$414 +2 +20%
FWA
2655
Flagship Wealth Advisors
Massachusetts
$2.18K -$857K -4,134 -100%
TBFA
2656
Three Bearings Fiduciary Advisors
New Hampshire
$2.05K -$2.07K -10 -48%
MSWA
2657
Marshall & Sterling Wealth Advisors
New York
$1.89K – – –
1NWS
2658
1 North Wealth Services
Maryland
$1.87K – – –
MPG
2659
My Portfolio Guide
California
$1.87K +$2.07K +10 New
DI
2660
DAGCO Inc
Ohio
$1.68K -$8.7K -42 -82%
TLCM
2661
Twin Lakes Capital Management
California
$1.51K – – –
BFS
2662
Beacon Financial Strategies
North Carolina
$1.49K – – –
IWM
2663
IMG Wealth Management
Florida
$1.49K -$27.6K -133 -94%
VR
2664
Vision Retirement
New Jersey
$1.49K +$1.66K +8 New
CW
2665
Curio Wealth
Maryland
$1.32K +$414 +2 +40%
DF
2666
DecisionPoint Financial
Arizona
$1.31K – – –
EWM
2667
Evolution Wealth Management
Florida
$1.31K +$1.45K +7 New
NL
2668
NorthAvenue LLC
Ohio
$1.12K -$1.04K -5 -45%
ICCON
2669
Investment Counsel Company of Nevada
Nevada
$1.12K – – –
AIS
2670
Advocate Investing Services
Maryland
$1.12K -$10.6K -51 -89%
SA
2671
Seneschal Advisors
Washington
$934 – – –
RWPA
2672
Richard W. Paul & Associates
Michigan
$747 – – –
CIAM
2673
Caitong International Asset Management
Hong Kong
$747 +$829 +4 New
IA
2674
IFS Advisors
Kansas
$746 – – –
CTWM
2675
Cherry Tree Wealth Management
Minnesota
$561 – – –
105 106
107
108 109