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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
2776
Abound Financial
California
$38.4K +$36K +145 New
CI
2777
Clal Insurance
Israel
$38K -$4.97K -20 -12%
PP
2778
Pacifica Partners
Canada
$37.8K – – –
IWM
2779
IMG Wealth Management
Florida
$37.4K +$20.9K +84 +147%
GJIA
2780
Glass Jacobson Investment Advisors
Maryland
$37.1K – – –
EIP
2781
Essential Investment Partners
Colorado
$37.1K +$34.8K +140 New
RCM
2782
Raleigh Capital Management
North Carolina
$36.7K -$2.73K -11 -7%
QWM
2783
Quaker Wealth Management
New Jersey
$36K +$2.98K +12 +10%
GFA
2784
Godfrey Financial Associates
New York
$35.8K +$33.5K +135 New
PCTC
2785
Perkins Coie Trust Company
Washington
$35.8K – – –
DCM
2786
Dorato Capital Management
Colorado
$35K +$36.3K +146 New
IWP
2787
IAG Wealth Partners
Wisconsin
$34.4K – – –
GCM
2788
Gunpowder Capital Management
Maryland
$34.4K +$32.3K +130 New
POIA
2789
Pin Oak Investment Advisors
Texas
$34K -$6.21K -25 -12%
AW
2790
Avion Wealth
Texas
$34K +$12.4K +50 +63%
PP
2791
Paladin Partners
Wisconsin
$33.4K +$31.3K +126 New
RWS
2792
Retirement Wealth Solutions
Wisconsin
$33.3K – – –
CMA
2793
Cedar Mountain Advisors
Oregon
$32.5K +$2.48K +10 +9%
AP
2794
Aspect Partners
Virginia
$32.3K +$2.48K +10 +9%
CWM
2795
Cedar Wealth Management
California
$31K -$17.4K -70 -37%
MWA
2796
Medallion Wealth Advisors
Connecticut
$31K +$1.49K +6 +5%
BC
2797
Barrett & Company
Rhode Island
$29.1K – – –
DWM
2798
Dogwood Wealth Management
Kansas
$28.6K +$19.9K +80 +286%
TCM
2799
Tradewinds Capital Management
Washington
$28.4K – – –
HHGA
2800
Halbert Hargrove Global Advisors
California
$27.9K -$41.3K -166 -61%
110 111
112
113 114