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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
3001
Accredited Wealth Management
Kentucky
$26.8K +$25.5K +80 New
LIS
3002
Legacy Investment Solutions
Idaho
$26.7K +$6.06K +19 +30%
LWMI
3003
Legacy Wealth Management (Idaho)
Idaho
$26.7K +$6.06K +19 +30%
WAG
3004
Wiser Advisor Group
Arizona
$25.9K – – –
DMKJ
3005
David M. Knott Jr
$25.7K – – –
VWM
3006
Vermillion Wealth Management
Minnesota
$24.2K +$23K +72 New
VWA
3007
Valued Wealth Advisors
Utah
$23.8K -$7.02K -22 -24%
BAM
3008
Bellevue Asset Management
Washington
$23.4K – – –
CAM
3009
Costello Asset Management
Pennsylvania
$23.1K – – –
CJ
3010
Caitlin John
Michigan
$22.4K – – –
OLVIG
3011
Oliver Lagore Vanvalin Investment Group
Michigan
$22.4K – – –
FNWA
3012
Financial Network Wealth Advisors
Utah
$21.7K -$46K -144 -69%
PG
3013
Proffitt & Goodson
Tennessee
$21.4K -$2.23K -7 -10%
SC
3014
Steph & Co
Wisconsin
$21.1K -$15.3K -48 -43%
LFASL
3015
Lugano Financial Advisors SA (LFA)
Switzerland
$20.7K – – –
PIS
3016
POM Investment Strategies
North Carolina
$20.4K – – –
BA
3017
Bellwether Advisors
Nebraska
$20.4K +$19.5K +61 New
TC
3018
Trust Company
Kansas
$20.1K – – –
AAMU
3019
AEGON Asset Management (UK)
United Kingdom
$19.7K +$18.8K +59 New
PP
3020
PFS Partners
New Jersey
$19.5K – – –
MAS
3021
MPWM Advisory Solutions
Georgia
$19.1K +$18.2K +57 New
WAM
3022
WFA Asset Management
Wisconsin
$18.8K -$32.6K -102 -65%
PCC
3023
Park Circle Company
Maryland
$18.1K – – –
CWM
3024
Centricity Wealth Management
Ohio
$17.7K +$16.9K +53 New
MCA
3025
Midwest Capital Advisors
Michigan
$17.7K +$16.9K +53 New
119 120
121
122 123