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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
2926
Parkworth Wealth Management
California
$6K +$4.01K +15 +214%
DWM
2927
Darwin Wealth Management
Florida
$5.74K – – –
VWWMG
2928
Vermillion & White Wealth Management Group
Pennsylvania
$5.18K – – –
PS
2929
PayPay Securities
Japan
$4.91K -$267 -1 -5%
CWM
2930
Copia Wealth Management
Oregon
$4.64K – – –
SC
2931
Stephens Consulting
Michigan
$4.36K +$1.6K +6 +60%
LAM
2932
Lummis Asset Management
Texas
$4.36K – – –
CAM
2933
Costello Asset Management
Pennsylvania
$4.12K -$7.75K -29 -66%
TCM
2934
TruNorth Capital Management
Michigan
$4.09K -$253K -945 -98%
LC
2935
Luminist Capital
Michigan
$4.08K +$4.01K +15 New
PCM
2936
Perritt Capital Management
Illinois
$3.83K – – –
HIMS
2937
Hager Investment Management Services
New Hampshire
$3.54K – – –
HWM
2938
HighMark Wealth Management
Minnesota
$3.54K +$2.41K +9 +47%
ACM
2939
Anfield Capital Management
California
$3.27K – – –
WOSD
2940
WFA of San Diego
California
$3.27K +$3.21K +12 New
FC
2941
Family CFO
California
$3K +$2.94K +11 New
FS
2942
Financially Speaking
Colorado
$3K +$2.94K +11 New
MAM
2943
Morse Asset Management
Connecticut
$2.73K -$123K -459 -98%
1NWS
2944
1 North Wealth Services
Maryland
$2.73K – – –
TLCM
2945
Twin Lakes Capital Management
California
$2.2K – – –
FWA
2946
Flagship Wealth Advisors
Massachusetts
$2.18K -$1M -3,746 -100%
RWPA
2947
Richard W. Paul & Associates
Michigan
$2.18K -$330K -1,233 -99%
DSC
2948
Duncker Streett & Co
Missouri
$2.18K – – –
HIA
2949
HFM Investment Advisors
New Jersey
$2.18K +$1.6K +6 +300%
DF
2950
DecisionPoint Financial
Arizona
$1.9K +$267 +1 +17%
116 117
118
119 120