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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
2976
Atlantic Private Wealth
North Carolina
$34.1K +$638 +2 +2%
TC
2977
Tacita Capital
Ontario, Canada
$33.4K – – –
SWM
2978
Sugarloaf Wealth Management
Georgia
$33.4K +$7.66K +24 +32%
PSB
2979
Piscataqua Savings Bank
New Hampshire
$33.4K – – –
SRCM
2980
Signature Resources Capital Management
California
$32.6K – – –
RFA
2981
Reyes Financial Architecture
California
$32.4K +$31K +97 New
OA
2982
Operose Advisors
Wisconsin
$32.1K -$53K -166 -63%
CP
2983
Castleview Partners
Texas
$31.7K +$13.7K +43 +81%
CF
2984
Collier Financial
Colorado
$31.6K +$30K +94 New
Q1WB
2985
Quest 10 Wealth Builders
Virginia
$31.4K +$30K +94 New
FWM
2986
FSA Wealth Management
Massachusetts
$31.2K -$31.6K -99 -52%
API
2987
Asset Planning Inc
California
$31.1K +$29.7K +93 New
MWA
2988
Medallion Wealth Advisors
Connecticut
$31K +$32.2K +101 New
PWMA
2989
Pension & Wealth Management Advisors
Massachusetts
$30.5K +$29K +91 New
NI
2990
NCP Inc
California
$30.4K – – –
ZRP
2991
Zynergy Retirement Planning
New Jersey
$30.1K – – –
CFS
2992
Compass Financial Services
Iowa
$29.8K +$28.4K +89 New
TCM
2993
Tradewinds Capital Management
Washington
$29.8K – – –
AT
2994
Arlington Trust
Alabama
$29.1K +$12.8K +40 +85%
PC
2995
Promus Capital
Illinois
$28.8K +$27.4K +86 New
FWM
2996
FLP Wealth Management
Arkansas
$28.5K +$27.1K +85 New
ICM
2997
Islay Capital Management
Texas
$28.4K – – –
DPW
2998
DiNuzzo Private Wealth
Pennsylvania
$28.1K – – –
NC
2999
NewSquare Capital
Pennsylvania
$27.4K +$7.66K +24 +41%
DCM
3000
Disciplina Capital Management
Tennessee
$27.1K – – –
118 119
120
121 122