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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
2801
MilWealth Group
Wisconsin
$45K – – –
FNWA
2802
Financial Network Wealth Advisors
Utah
$45K +$2.94K +11 +7%
POIA
2803
Pin Oak Investment Advisors
Texas
$44K -$3.22M -12,040 -99%
GK
2804
Graney & King
New York
$44K – – –
SO
2805
Sierra Ocean
California
$43.9K -$11.8K -44 -21%
RWS
2806
Retirement Wealth Solutions
Wisconsin
$43K -$11K -41 -21%
KG
2807
Kilter Group
New York
$41.7K +$40.9K +153 New
RWM
2808
Raffa Wealth Management
District of Columbia
$41.2K +$3.21K +12 +9%
DRP
2809
Decker Retirement Planning
Utah
$40.9K +$29.7K +111 +285%
CAWM
2810
Capital A Wealth Management
Pennsylvania
$40.8K +$12K +45 +41%
WAM
2811
WFA Asset Management
Wisconsin
$40.7K -$64.7K -242 -61%
BSC
2812
Brown Shipley & Co
United Kingdom
$39.5K +$38.8K +145 New
PP
2813
Pacifica Partners
Canada
$39.4K – – –
GJIA
2814
Glass Jacobson Investment Advisors
Maryland
$38.2K – – –
MA
2815
MCF Advisors
Kentucky
$37.7K +$11.8K +44 +47%
PK
2816
Pflug Koory
Nebraska
$37.6K – – –
VWA
2817
VSM Wealth Advisory
Maryland
$36.8K – – –
CIAS
2818
CBIZ Investment Advisory Services
Ohio
$36.3K +$5.61K +21 +19%
IWP
2819
IAG Wealth Partners
Wisconsin
$35.5K -$5.35K -20 -13%
CIR
2820
Clear Investment Research
Georgia
$35.3K +$267 +1 +0.8%
CTB
2821
Country Trust Bank
Illinois
$35.2K +$29.9K +112 +659%
QWM
2822
Quaker Wealth Management
New Jersey
$34.4K +$33.7K +126 New
MPW
2823
MASECO Private Wealth
$34.2K +$33.4K +125 New
SAS
2824
Spurstone Advisory Services
Connecticut
$34.1K +$33.4K +125 New
MWA
2825
Medallion Wealth Advisors
Connecticut
$33.5K – – –
111 112
113
114 115