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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2751
Align Financial
Minnesota
$53.8K +$13.4M +53,777 New
T
2752
Tidemark
California
$53K -$2.48K -10 -5%
CIAS
2753
CBIZ Investment Advisory Services
Ohio
$52.8K +$12.9K +52 +35%
PWA
2754
Provenance Wealth Advisors
Florida
$52.5K -$4.72K -19 -9%
BTC
2755
Bank & Trust Company
Illinois
$50.3K – – –
PCFFS
2756
Pacific Center for Financial Services
California
$50K – – –
GCM
2757
Gables Capital Management
Florida
$47.9K – – –
USB
2758
Union Savings Bank
Connecticut
$47.2K +$44.2K +178 New
KPP
2759
Kings Path Partners
Texas
$46.6K – – –
BGAI
2760
Bruce G. Allen Investments
Colorado
$46.4K -$30.8K -124 -41%
DCM
2761
Disciplina Capital Management
Tennessee
$46.3K – – –
PWMG
2762
Prestige Wealth Management Group
New Jersey
$46.2K -$24.6K -99 -36%
RWM
2763
RMG Wealth Management
Wisconsin
$44.6K – – –
RWM
2764
Raffa Wealth Management
District of Columbia
$44.5K +$1.24K +5 +3%
CIC
2765
Concord Investment Counsel
California
$44K -$4.28M -17,204 -99%
MG
2766
MilWealth Group
Wisconsin
$43.7K – – –
KG
2767
Kilter Group
New York
$43.7K +$12.2K +49 +42%
NI
2768
NCP Inc
California
$43.2K +$40.5K +163 New
MWPCG
2769
Measured Wealth Private Client Group
New Hampshire
$43.2K – – –
BC
2770
Bayforest Capital
United Kingdom
$42.9K -$129K -518 -76%
GK
2771
Graney & King
New York
$42.8K +$249 +1 +0.6%
GIA
2772
GHP Investment Advisors
Colorado
$42.5K -$994 -4 -2%
BONH
2773
Bank of New Hampshire
New Hampshire
$42.4K – – –
SC
2774
Steph & Co
Wisconsin
$42.1K -$4.72K -19 -11%
GAFA
2775
Garton & Associates Financial Advisors
Kentucky
$42K +$39.5K +159 New
109 110
111
112 113