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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
2701
Perissos Private Wealth Management
Oklahoma
$242K +$231K +725 New
HC
2702
Hamilton Capital
Ohio
$242K – – –
GWM
2703
GSB Wealth Management
Connecticut
$242K +$231K +723 New
FMN
2704
Financial Management Network
California
$241K -$1.28K -4 -0.6%
TFA
2705
Tranquilli Financial Advisor
New Jersey
$241K +$230K +720 New
SIA
2706
SGL Investment Advisors
Montana
$241K +$16.3K +51 +7%
AFW
2707
Avantra Family Wealth
Pennsylvania
$240K +$229K +718 New
MWM
2708
MinichMacGregor Wealth Management
New York
$240K +$229K +717 New
CWM
2709
CCG Wealth Management
California
$240K +$229K +717 New
WDC
2710
Woodward Diversified Capital
California
$239K -$31.9K -100 -12%
AWG
2711
Altus Wealth Group
Colorado
$238K +$228K +713 New
SI
2712
Saxon Interests
Texas
$238K +$227K +711 New
BL
2713
Balentine LLC
Georgia
$237K +$227K +710 New
BPC
2714
Bearing Point Capital
Minnesota
$237K +$227K +710 New
ONSWM
2715
Old North State Wealth Management
North Carolina
$237K -$114K -356 -34%
EFG
2716
Ethos Financial Group
Pennsylvania
$237K +$226K +707 New
PRTG
2717
Post Resch Tallon Group
New York
$236K +$228K +714 New
TKP
2718
Tallon Kerry Patrick
$236K +$228K +714 New
AIM
2719
Athena Investment Management
California
$236K +$225K +705 New
GSWM
2720
Greenup Street Wealth Management
Michigan
$235K -$2.08M -6,521 -90%
BCM
2721
Blume Capital Management
California
$234K -$2.23K -7 -1%
GIP
2722
Greatmark Investment Partners
Georgia
$234K +$223K +700 New
UWPG
2723
Ullmann Wealth Partners Group
Florida
$234K +$223K +699 New
AWM
2724
Alterna Wealth Management
Texas
$233K +$222K +697 New
BBW
2725
Blue Barn Wealth
Utah
$233K +$222K +696 New
107 108
109
110 111