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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1251
Wealthspire Advisors (New York)
New York
$2.28M +$15.3K +53 +0.7%
ISWM
1252
Independent Solutions Wealth Management
New York
$2.27M -$77K -267 -3%
CFCI
1253
Comprehensive Financial Consultants Institutional
Indiana
$2.27M +$13.6K +47 +0.6%
WA
1254
WP Advisors
California
$2.27M -$33.2K -115 -2%
CW
1255
CreativeOne Wealth
Kansas
$2.27M +$1.4M +4,840 +181%
PCG
1256
PFC Capital Group
California
$2.26M +$180K +625 +9%
FAIM
1257
Financial Advocates Investment Management
Washington
$2.26M +$4.91K +17 +0.2%
IB
1258
Intrust Bank
Kansas
$2.25M +$19.3K +67 +0.9%
UB
1259
Umpqua Bank
Oregon
$2.25M +$2.16M +7,480 New
NP
1260
Nilsine Partners
Colorado
$2.25M -$44.7K -155 -2%
CCP
1261
Cunning Capital Partners
North Carolina
$2.25M – – –
FWA
1262
FOCUS Wealth Advisors
Texas
$2.25M +$61.7K +214 +3%
BRG
1263
Bay Rivers Group
Virginia
$2.25M -$182K -630 -8%
BWAM
1264
Boyd Watterson Asset Management
Ohio
$2.23M +$96.9K +336 +5%
GSC
1265
G&S Capital
Colorado
$2.23M -$401K -1,389 -16%
WI
1266
WrapManager Inc
California
$2.22M +$153K +529 +8%
BA
1267
Bristlecone Advisors
Washington
$2.22M +$83.4K +289 +4%
CFA
1268
Camarda Financial Advisors
Florida
$2.21M -$72.1K -250 -3%
TWM
1269
TriaGen Wealth Management
California
$2.21M – – –
V
1270
VeraBank
Texas
$2.2M -$188K -651 -8%
AAS
1271
Ameritas Advisory Services
Nebraska
$2.19M -$39K -135 -2%
UAS
1272
United Asset Strategies
New York
$2.18M -$17.6K -61 -0.8%
MGP
1273
M&G plc
United Kingdom
$2.18M +$2.09M +7,235 New
9WM
1274
9258 Wealth Management
Ohio
$2.17M +$211K +730 +11%
TSW
1275
Three Seasons Wealth
Utah
$2.17M +$509K +1,764 +33%
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