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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
2851
Tradewinds Capital Management
Washington
$24.3K – – –
CFS
2852
Compass Financial Services
Iowa
$24.3K – – –
AIM
2853
Access Investment Management
Georgia
$24.3K +$23.8K +89 New
TWD
2854
True Wealth Design
Ohio
$23.6K +$8.29K +31 +55%
DPW
2855
DiNuzzo Private Wealth
Pennsylvania
$23.5K – – –
PC
2856
Promus Capital
Illinois
$23.5K – – –
RTC
2857
Riverview Trust Company
Washington
$23.2K -$178K -666 -89%
SC
2858
Steph & Co
Wisconsin
$22.9K – – –
RFA
2859
Reyes Financial Architecture
California
$22.1K -$271K -1,015 -93%
AWM
2860
Accredited Wealth Management
Kentucky
$21.8K – – –
GWM
2861
Gitterman Wealth Management
New Jersey
$21.5K +$21.1K +79 New
OLVIG
2862
Oliver Lagore Vanvalin Investment Group
Michigan
$21.5K +$21.4K +80 New
LWMI
2863
Legacy Wealth Management (Idaho)
Idaho
$21.3K -$1.07K -4 -5%
LIS
2864
Legacy Investment Solutions
Idaho
$21.3K +$20.9K +78 New
DMKJ
2865
David M. Knott Jr
$21K – – –
Q1WB
2866
Quest 10 Wealth Builders
Virginia
$19.8K +$535 +2 +3%
VWA
2867
Valued Wealth Advisors
Utah
$19.4K -$535 -2 -3%
BAM
2868
Bellevue Asset Management
Washington
$19.1K – – –
DI
2869
DAGCO Inc
Ohio
$18.5K – – –
RAM
2870
Riggs Asset Management
Pennsylvania
$18K +$12K +45 +214%
TIM
2871
Tortoise Investment Management
New York
$17.7K +$9.09K +34 +110%
TFA
2872
Transamerica Financial Advisors
Florida
$17.2K -$3.44M -12,861 -100%
TVWM
2873
Tower View Wealth Management
Wisconsin
$16.5K – – –
ICM
2874
Islay Capital Management
Texas
$16.4K -$6.68K -25 -29%
MBFW
2875
Morton Brown Family Wealth
Pennsylvania
$16.4K – – –
113 114
115
116 117