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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GW
1276
GW & Wade
Massachusetts
$933K -$43.2K -256 -5%
9WM
1277
9258 Wealth Management
Ohio
$933K -$27.5K -163 -3%
MG
1278
Marex Group
$932K -$7.55M -44,689 -91%
ACM
1279
Ayrshire Capital Management
Connecticut
$932K -$3.72K -22 -0.5%
KLCM
1280
KG&L Capital Management
Louisiana
$926K -$128K -758 -14%
BWM
1281
BerganKDV Wealth Management
Minnesota
$910K +$142K +841 +23%
MFS
1282
Mirabella Financial Services
United Kingdom
$910K -$2.39M -14,125 -76%
BLC
1283
Brown, Lisle/Cummings
Rhode Island
$910K +$5.07K +30 +0.7%
TFP
1284
Tilia Fiduciary Partners
North Carolina
$910K -$205K -1,211 -21%
AFS
1285
Aft Forsyth & Sober
Florida
$909K -$25.3K -150 -3%
WPWM
1286
Western Pacific Wealth Management
Illinois
$908K +$8.95K +53 +1%
NFG
1287
Nations Financial Group
Iowa
$907K -$823K -4,870 -52%
TA
1288
Tectonic Advisors
Texas
$907K -$169 -1 -0%
MRCM
1289
M&R Capital Management
New Jersey
$901K +$435K +2,578 +133%
SIM
1290
Sentry Investment Management
Wisconsin
$900K -$143K -846 -16%
DP
1291
Denver PWM
Colorado
$898K -$1.69K -10 -0.2%
FANJ
1292
Financial Architects (New Jersey)
New Jersey
$898K +$5.57K +33 +0.7%
SIG
1293
Sargent Investment Group
Maryland
$896K +$7.6K +45 +1%
CAMG
1294
CWA Asset Management Group
Florida
$895K -$276K -1,632 -27%
BAM
1295
Blueshift Asset Management
New Jersey
$894K +$756K +4,475 New
NAMP
1296
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$893K -$211K -1,248 -22%
FW
1297
FirstPurpose Wealth
Utah
$888K +$133K +788 +22%
1SB
1298
1ST Source Bank
Indiana
$885K -$36.3K -215 -5%
CFG
1299
Citizens Financial Group
Rhode Island
$884K +$119K +704 +19%
BWM
1300
BigSur Wealth Management
Florida
$879K -$101K -600 -12%
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