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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
1251
Financial Architects (New Jersey)
New Jersey
$1.35M +$387K +1,525 +44%
RWB
1252
RMR Wealth Builders
New Jersey
$1.35M +$34.3K +135 +3%
FCA
1253
FinTrust Capital Advisors
South Carolina
$1.35M +$495K +1,950 +190%
BOPW
1254
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$97.5K +384 +8%
PWPS
1255
Pinnacle Wealth Planning Services
Ohio
$1.34M +$62.2K +245 +5%
VFPI
1256
Vantage Financial Partners (Illinois)
Illinois
$1.34M +$140K +550 +13%
RAM
1257
Redmond Asset Management
Virginia
$1.33M +$2.54K +10 +0.2%
DP
1258
Denver PWM
Colorado
$1.33M – – –
KTC
1259
Kistler-Tiffany Companies
Pennsylvania
$1.33M -$194K -765 -14%
RC
1260
Rinet Company
Massachusetts
$1.32M +$90.7K +357 +8%
ADL
1261
Asset Dedication LLC
California
$1.3M +$322K +1,267 +36%
CPA
1262
Capital Planning Advisors
California
$1.29M -$26.2K -103 -2%
SFO
1263
Stokes Family Office
Louisiana
$1.29M +$31.5K +124 +3%
FCA
1264
FLC Capital Advisors
California
$1.29M -$1.27K -5 -0.1%
MPPLM
1265
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.28M +$13.5K +53 +1%
CIA
1266
Capital Investment Advisors
Georgia
$1.28M +$212K +835 +21%
CW
1267
CreativeOne Wealth
Kansas
$1.28M +$111K +439 +10%
VFG
1268
V2 Financial group
Illinois
$1.28M +$305K +1,200 +34%
AFS
1269
Aft Forsyth & Sober
Florida
$1.27M – – –
TF
1270
TLWM Financial
Texas
$1.27M +$52.3K +206 +5%
APP
1271
Avantax Planning Partners
Iowa
$1.27M -$260K -1,022 -18%
SG
1272
StoneX Group
New York
$1.26M +$176K +693 +18%
DF
1273
Donoghue Forlines
Massachusetts
$1.26M +$1.18M +4,643 New
MFS
1274
Mirabella Financial Services
United Kingdom
$1.25M -$2.51M -9,886 -68%
AWP
1275
Accretive Wealth Partners
New Jersey
$1.25M +$19.6K +77 +2%
49 50
51
52 53