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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GCM
2826
Gables Capital Management
Florida
$31.1K – – –
AF
2827
Abound Financial
California
$30.6K +$35.5K +114 New
CAM
2828
Chesapeake Asset Management
New York
$30.5K +$933 +3 +3%
RWM
2829
Ruedi Wealth Management
Illinois
$30.3K – – –
CIAS
2830
CBIZ Investment Advisory Services
Ohio
$30.1K +$26.4K +85 +315%
BC
2831
Barrett & Company
Rhode Island
$29.5K – – –
CAWM
2832
Capital A Wealth Management
Pennsylvania
$29.5K +$28K +90 +450%
1IA
2833
1620 Investment Advisors
Massachusetts
$29.4K -$18K -58 -35%
RTL
2834
Red Tortoise LLC
Georgia
$29.1K +$311 +1 +0.9%
CTWM
2835
Cherry Tree Wealth Management
Minnesota
$28.2K -$19.6K -63 -38%
LAMC
2836
Longview Asset Management (California)
California
$28.2K – – –
GFL
2837
Granite FO LLC
New Hampshire
$27.6K – – –
RF
2838
Robinswood Financial
Washington
$27.4K +$20.8K +67 +191%
SIS
2839
Strategic Investment Solutions
Illinois
$27.1K -$93.3K -300 -75%
CWM
2840
Crowley Wealth Management
Delaware
$26.8K -$31.1K -100 -50%
APW
2841
Atlantic Private Wealth
North Carolina
$26.8K -$622 -2 -2%
TC
2842
Tacita Capital
Ontario, Canada
$26.8K – – –
CMA
2843
Cedar Mountain Advisors
Oregon
$26.6K -$933 -3 -3%
TC
2844
Trust Company
Kansas
$26.3K +$11.8K +38 +63%
SRCM
2845
Signature Resources Capital Management
California
$26.2K – – –
OA
2846
Operose Advisors
Wisconsin
$25.8K – – –
CF
2847
Collier Financial
Colorado
$25.4K +$311 +1 +1%
MA
2848
MCF Advisors
Kentucky
$25.3K -$42.6K -137 -59%
FWM
2849
FSA Wealth Management
Massachusetts
$25.1K – – –
API
2850
Asset Planning Inc
California
$25K – – –
112 113
114
115 116