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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2876
PFS Partners
New Jersey
$15.9K – – –
DWM
2877
Dogwood Wealth Management
Kansas
$15.6K -$667K -2,494 -98%
MAS
2878
MPWM Advisory Solutions
Georgia
$15.6K – – –
IWM
2879
IMG Wealth Management
Florida
$15.5K +$14.7K +55 +2,750%
PCC
2880
Park Circle Company
Maryland
$14.7K – – –
CWM
2881
Centricity Wealth Management
Ohio
$14.5K – – –
MCA
2882
Midwest Capital Advisors
Michigan
$14.5K – – –
BFS
2883
Bare Financial Services
Pennsylvania
$14.5K +$12K +45 +563%
PA
2884
Pineridge Advisors
Missouri
$14.2K -$535 -2 -4%
MFC
2885
Mechanics Financial Corp
Ohio
$13.6K – – –
CB
2886
Centennial Bank
Arkansas
$13.6K +$2.67K +10 +25%
DWA
2887
Delos Wealth Advisors
Texas
$13.6K +$13.4K +50 New
RWA
2888
Redmont Wealth Advisors
Illinois
$13.6K +$13.4K +50 New
WCM
2889
WealthTrak Capital Management
Virginia
$13.4K +$3.48K +13 +36%
EA
2890
Evolution Advisers
Virginia
$13K – – –
PP
2891
PrairieView Partners
Minnesota
$13K – – –
CMP
2892
Coston McIsaac & Partners
Maine
$13K +$535 +2 +4%
BFP
2893
Briaud Financial Planning
Texas
$13K +$13.4K +50 New
STB
2894
S&T Bank
Pennsylvania
$12.8K +$4.28K +16 +52%
MAFA
2895
MJT & Associates Financial Advisory
Minnesota
$12.5K – – –
WCM
2896
Westend Capital Management
California
$12.5K +$8.55K +32 +229%
NECFA
2897
New England Capital Financial Advisors
Connecticut
$12.4K – – –
MFT
2898
Moisand Fitzgerald Tamayo
Florida
$12.3K – – –
LFA
2899
LGT Financial Advisors
Texas
$11.5K -$82.9K -310 -88%
AF
2900
Alerus Financial
North Dakota
$10.9K +$10.7K +40 New
114 115
116
117 118