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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
2776
MTM Investment Management
South Carolina
$58.6K +$57.5K +215 New
WA
2777
Whipplewood Advisors
Colorado
$57.3K -$199K -744 -78%
HHMI
2778
Howard Hughes Medical Institute
Maryland
$56.2K +$55.1K +206 New
AWM
2779
Ameliora Wealth Management
Switzerland
$55.9K +$1.34K +5 +3%
SC
2780
Swan Capital
Florida
$55.9K +$1.34K +5 +3%
T
2781
Tidemark
California
$55.6K +$5.88K +22 +12%
HFM
2782
Hartford Financial Management
Connecticut
$55.1K -$8.82K -33 -14%
BIM
2783
Breakwater Investment Management
Washington
$54.5K – – –
GBA
2784
Garrison Bradford & Associates
New York
$54.5K – – –
GIA
2785
GHP Investment Advisors
Colorado
$53K +$8.02K +30 +18%
CAC
2786
Core Alternative Capital
Georgia
$52.1K +$802 +3 +2%
RWM
2787
RMG Wealth Management
Wisconsin
$52K +$53.5K +200 New
MSWA
2788
Marshall & Sterling Wealth Advisors
New York
$51.9K -$4.54K -17 -8%
BTC
2789
Bank & Trust Company
Illinois
$51.8K – – –
PMFA
2790
Plante Moran Financial Advisors
Michigan
$51.6K -$21.4K -80 -30%
CWM
2791
Cedar Wealth Management
California
$51K – – –
KWM
2792
Kiker Wealth Management
Georgia
$50.7K -$9.63K -36 -16%
GCM
2793
Gables Capital Management
Florida
$49.4K +$17.4K +65 +56%
BA
2794
Bellwether Advisors
Nebraska
$49.1K +$31.8K +119 +195%
KPP
2795
Kings Path Partners
Texas
$48K – – –
DCM
2796
Disciplina Capital Management
Tennessee
$47.5K – – –
VWM
2797
Vermillion Wealth Management
Minnesota
$47K – – –
TFG
2798
Team Financial Group
California
$46.4K +$45.4K +170 New
EWP
2799
Elevation Wealth Partners
California
$45K – – –
CI
2800
Clal Insurance
Israel
$45K +$24.3K +91 +125%
110 111
112
113 114