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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
3076
Capital A Wealth Management
Pennsylvania
$6.69K +$6.38K +20 New
SIM
3077
Synergy Investment Management
Florida
$6.69K +$6.38K +20 New
WW
3078
Winnow Wealth
Texas
$6.54K +$6.38K +20 New
HWM
3079
HighMark Wealth Management
Minnesota
$6.35K – – –
RL
3080
Rogco LP
Oklahoma
$6.02K – – –
DWA
3081
Delos Wealth Advisors
Texas
$6.02K +$5.75K +18 New
FWA
3082
Flagship Wealth Advisors
Massachusetts
$6.02K +$5.75K +18 New
CTB
3083
Country Trust Bank
Illinois
$5.68K +$5.42K +17 New
TCM
3084
TruNorth Capital Management
Michigan
$5.01K -$1.92K -6 -29%
PPA
3085
Painted Porch Advisors
California
$5.01K +$4.79K +15 New
KFP
3086
Keener Financial Planning
Texas
$5K – – –
LAM
3087
Lummis Asset Management
Texas
$4.68K -$638 -2 -13%
WCM
3088
Westend Capital Management
California
$4.68K – – –
AWM
3089
Atticus Wealth Management
Florida
$4.35K -$7.66K -24 -65%
MFT
3090
Moisand Fitzgerald Tamayo
Florida
$4.35K -$3.83K -12 -48%
SWM
3091
Sanctuary Wealth Management
Idaho
$4.35K – – –
ACM
3092
Anfield Capital Management
California
$4.01K -$7.98K -25 -68%
OSNBOA
3093
Old Second National Bank of Aurora
Illinois
$4.01K -$6.06K -19 -61%
NS
3094
NBC Securities
Alabama
$3.98K -$3.7M -11,587 -100%
FC
3095
Family CFO
California
$3.68K +$3.51K +11 New
FS
3096
Financially Speaking
Colorado
$3.68K +$3.51K +11 New
CAIM
3097
Catherine Avery Investment Management
Florida
$3.34K +$3.19K +10 New
RDFA
3098
Ritter Daniher Financial Advisory
Ohio
$3.01K -$319 -1 -10%
JFG
3099
JDM Financial Group
Texas
$3.01K – – –
TLCM
3100
Twin Lakes Capital Management
California
$2.69K – – –
122 123
124
125 126