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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
2926
Cordant Inc
Oregon
$63.5K +$60.6K +190 New
CAC
2927
Core Alternative Capital
Georgia
$62.9K +$11.2K +35 +23%
CWM
2928
Cedar Wealth Management
California
$62.5K -$488K -1,529 -89%
WA
2929
Whipplewood Advisors
Colorado
$61.9K +$59K +185 New
KG
2930
Kieckhefer Group
Wisconsin
$60.2K +$57.4K +180 New
FWA
2931
FSC Wealth Advisors
New York
$59.5K +$56.8K +178 New
MHR
2932
Matthew Hamilton Rosenberg
$59.2K +$26.5K +83 +88%
KPP
2933
Kings Path Partners
Texas
$58.8K – – –
KBFS
2934
Kohmann Bosshard Financial Services
Ohio
$58.8K +$56.2K +176 New
MSFP
2935
Mark Sheptoff Financial Planning
Connecticut
$58.5K -$39.9K -125 -42%
RCM
2936
Richardson Capital Management
Wisconsin
$56.8K – – –
CTWM
2937
Cherry Tree Wealth Management
Minnesota
$56.2K – – –
1IA
2938
1620 Investment Advisors
Massachusetts
$56.1K -$638 -2 -1%
EWP
2939
Elevation Wealth Partners
California
$55.2K – – –
MG
2940
MilWealth Group
Wisconsin
$55.2K – – –
FF
2941
Friedenthal Financial
New Jersey
$55.2K +$52.7K +165 New
GK
2942
Graney & King
New York
$53.7K +$51.4K +161 New
RWM
2943
Raffa Wealth Management
District of Columbia
$53.5K -$1.92K -6 -4%
USB
2944
Union Savings Bank
Connecticut
$51.8K – – –
CWP
2945
Clark Wealth Partners
Illinois
$50.6K +$48.2K +151 New
IWP
2946
IAG Wealth Partners
Wisconsin
$50.1K – – –
SGC
2947
Slocum, Gordon & Co
Rhode Island
$50.1K – – –
PP
2948
Pacifica Partners
Canada
$47.6K – – –
GJIA
2949
Glass Jacobson Investment Advisors
Maryland
$46.8K – – –
SO
2950
Sierra Ocean
California
$46.5K +$44.4K +139 New
116 117
118
119 120