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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2726
Basepoint Wealth
Iowa
$80.2K +$75K +302 New
WA
2727
WPG Advisers
Maryland
$78.7K -$16.4K -66 -18%
SG
2728
Sankala Group
Colorado
$78.2K +$99.7K +401 New
PWA
2729
Physician Wealth Advisors
Utah
$76K -$7.7K -31 -10%
FC
2730
Financial Consulate
Maryland
$75.8K -$1.24K -5 -2%
PWM
2731
Proathlete Wealth Management
Florida
$72.2K +$2.48K +10 +4%
CBT
2732
Crews Bank & Trust
Florida
$71.8K – – –
DAM
2733
Delta Asset Management
Tennessee
$71K +$12.7K +51 +24%
SHIM
2734
Stone House Investment Management
Pennsylvania
$70.1K -$1.99K -8 -3%
EWP
2735
Elevation Wealth Partners
California
$70K +$7.7K +31 +13%
WSC
2736
Wellington Shields & Co
New York
$69.1K -$24.9K -100 -28%
MHR
2737
Matthew Hamilton Rosenberg
$68.6K -$2.24K -9 -3%
TWD
2738
True Wealth Design
Ohio
$68.6K +$40.3K +162 +167%
AFC
2739
Ares Financial Consulting
California
$66.8K +$62.6K +252 New
IUHSA
2740
Itau Unibanco Holding S.A.
Brazil
$64.9K +$37.5K +151 +161%
FCMT
2741
Founders Capital Management (Texas)
Texas
$62.5K +$58.6K +236 New
WC
2742
Westwind Capital
New Mexico
$61K +$56.9K +229 New
UIA
2743
Ulland Investment Advisors
Minnesota
$60K -$15.2K -61 -21%
CFS
2744
CGC Financial Services
Oregon
$59.1K – – –
PMFA
2745
Plante Moran Financial Advisors
Michigan
$58.9K +$2.98K +12 +6%
NWMP
2746
Noble Wealth Management PBC
Colorado
$57.8K – – –
TCM
2747
TD Capital Management
Tennessee
$56.2K +$24.9K +100 +89%
SC
2748
Swan Capital
Florida
$55.7K +$1.99K +8 +4%
S
2749
Sachetta
Massachusetts
$55.1K -$2.68M -10,767 -98%
ME
2750
McIlrath & Eck
Washington
$54.4K – – –
108 109
110
111 112