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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1201
Berkshire Bank
Massachusetts
$2.02M +$6.4K +25 +0.3%
B
1202
Barings
North Carolina
$2.02M +$23.8K +93 +1%
PWM
1203
Peterson Wealth Management
Nevada
$2.02M -$318K -1,240 -14%
CFFP
1204
Center for Financial Planning
Michigan
$2.01M -$86.6K -338 -4%
MRCM
1205
M&R Capital Management
New Jersey
$2.01M -$38.2K -149 -2%
KAS
1206
KPP Advisory Services
Kentucky
$2.01M +$107K +418 +6%
BA
1207
Bristlecone Advisors
Washington
$2.01M +$15.4K +60 +0.8%
PSB
1208
Passumpsic Savings Bank
Vermont
$2.01M +$22.3K +87 +1%
CHAM
1209
Clear Harbor Asset Management
Connecticut
$2.01M +$79.4K +310 +4%
PWP
1210
Perfromance Wealth Partners
Illinois
$2M +$646K +2,521 +52%
UBG
1211
United Bank (Georgia)
Georgia
$2M +$19.5K +76 +1%
UAS
1212
United Asset Strategies
New York
$2M +$7.17K +28 +0.4%
DWM
1213
Dakota Wealth Management
Florida
$2M -$649K -2,534 -26%
GA
1214
GraniteShares Advisors
New York
$1.99M -$125K -489 -6%
MFG
1215
MidWestOne Financial Group
Iowa
$1.98M -$27.9K -109 -1%
OL
1216
Optas LLC
Texas
$1.98M +$27.4K +107 +1%
KFS
1217
Kaizen Financial Strategies
California
$1.98M -$32.3K -126 -2%
GSWM
1218
Greenup Street Wealth Management
Michigan
$1.98M +$1.85M +7,224 New
GWMIA
1219
Global Wealth Management Investment Advisory
Florida
$1.97M +$120K +470 +7%
RCA
1220
Resonant Capital Advisors
Wisconsin
$1.97M +$964K +3,763 +109%
V
1221
VeraBank
Texas
$1.97M -$15.6K -61 -0.8%
RSWM
1222
Robertson Stephens Wealth Management
California
$1.97M +$43.5K +170 +2%
SAG
1223
SageView Advisory Group
California
$1.97M -$323K -1,260 -15%
AB
1224
Atlas Brown
Kentucky
$1.96M +$158K +615 +9%
BIG
1225
Brooklyn Investment Group
New York
$1.96M +$88.6K +346 +5%
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