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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
2901
Iron Horse Wealth Management
Iowa
$84.3K – – –
VIA
2902
Virtus Investment Advisers
Connecticut
$82.9K – – –
CCA
2903
Cadent Capital Advisors
Oklahoma
$81.8K +$78.2K +245 New
QL
2904
Quarry LP
New York
$81.6K +$77.9K +244 New
AA
2905
AlphaMark Advisors
Kentucky
$80K +$32.6K +102 +75%
GIA
2906
GHP Investment Advisors
Colorado
$78.6K -$7.66K -24 -9%
HFM
2907
Hartford Financial Management
Connecticut
$78.6K – – –
MA
2908
MCF Advisors
Kentucky
$77.3K +$28.7K +90 +64%
PCFFS
2909
Pacific Center for Financial Services
California
$77.1K +$319 +1 +0.4%
PCWA
2910
Pacific Capital Wealth Advisors
California
$74.9K -$4.47K -14 -6%
CFS
2911
CGC Financial Services
Oregon
$74.6K – – –
NWMP
2912
Noble Wealth Management PBC
Colorado
$72.9K +$69.6K +218 New
FIA
2913
FPC Investment Advisory
California
$69K +$59.7K +187 +1,247%
TAM
2914
Tucker Asset Management
Colorado
$68.9K -$3.83K -12 -6%
RWS
2915
Retirement Wealth Solutions
Wisconsin
$67.3K +$67.7K +212 New
AWM
2916
Ameliora Wealth Management
Switzerland
$66.9K +$63.8K +200 New
SC
2917
Swan Capital
Florida
$66.9K -$41.2K -129 -39%
BIM
2918
Breakwater Investment Management
Washington
$66.9K – – –
EA
2919
Emerald Advisers
Pennsylvania
$66.9K – – –
CWM
2920
Crowley Wealth Management
Delaware
$66.9K +$63.8K +200 New
T
2921
Tidemark
California
$66.9K +$5.75K +18 +10%
AW
2922
Avion Wealth
Texas
$65K +$32.2K +101 +106%
TIM
2923
Tortoise Investment Management
New York
$64.5K +$7.66K +24 +14%
MS
2924
Mizuho Securities
Japan
$63.8K -$2.52M -7,900 -98%
BTC
2925
Bank & Trust Company
Illinois
$63.5K -$1.6K -5 -3%
115 116
117
118 119