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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2826
Centerpoint Advisors
Massachusetts
$23K – – –
PK
2827
Pflug Koory
Nebraska
$22.5K – – –
EF
2828
Entrust Financial
Pennsylvania
$21.7K +$20.4K +82 New
WWA
2829
Wealth Watch Advisors
Colorado
$21.2K +$4.72K +19 +31%
MW
2830
Merited Wealth
Florida
$21.2K +$19.9K +80 New
AIM
2831
Access Investment Management
Georgia
$21.1K – – –
VWA
2832
Valued Wealth Advisors
Utah
$21K +$2.24K +9 +13%
CWP
2833
Clark Wealth Partners
Illinois
$20.9K – – –
CFM
2834
Cornerstone Financial Management
Massachusetts
$20.7K +$19.4K +78 New
WAG
2835
Wiser Advisor Group
Arizona
$20.6K – – –
DMKJ
2836
David M. Knott Jr
$20.4K – – –
AEPWM
2837
Atlantic Edge Private Wealth Management
Florida
$19.6K – – –
UFPG
2838
United Financial Planning Group
New York
$19.6K +$18.4K +74 New
VWM
2839
Vermillion Wealth Management
Minnesota
$19.3K -$1.24K -5 -6%
BAM
2840
Bellevue Asset Management
Washington
$18.5K – – –
OC
2841
Optima Capital
Oregon
$18.3K +$17.1K +69 New
CJ
2842
Caitlin John
Michigan
$17.5K -$249 -1 -1%
BBPWM
2843
Blue Bell Private Wealth Management
Pennsylvania
$17.5K – – –
PSB
2844
Piscataqua Savings Bank
New Hampshire
$17.5K +$10.2K +41 +164%
LA
2845
LM Advisors
California
$17.4K -$3.29M -13,248 -74%
Q1WB
2846
Quest 10 Wealth Builders
Virginia
$17.4K -$1.99K -8 -11%
FCG
2847
Financial Connections Group
California
$17K -$49K -197 -75%
QA
2848
Quattro Advisors
Pennsylvania
$16.8K +$15.9K +64 New
TVWM
2849
Tower View Wealth Management
Wisconsin
$16.1K – – –
QL
2850
Quarry LP
New York
$15.9K -$415K -1,669 -97%
112 113
114
115 116