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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1276
EFG Asset Management
Oregon
$1.18M +$143K +662 +13%
BL
1277
Balentine LLC
Georgia
$1.17M +$21.8K +101 +2%
ACS
1278
Archford Capital Strategies
Illinois
$1.17M -$34.6K -160 -3%
CWAG
1279
Compton Wealth Advisory Group
Virginia
$1.17M +$3.24K +15 +0.3%
GW
1280
GW & Wade
Massachusetts
$1.16M +$237K +1,099 +24%
KCM
1281
KRS Capital Management
Michigan
$1.16M +$10.8K +50 +0.9%
BAM
1282
Bosun Asset Management
Illinois
$1.16M -$33.7K -156 -3%
CFG
1283
Carr Financial Group
Massachusetts
$1.16M +$1.73K +8 +0.1%
DP
1284
Dearborn Partners
Illinois
$1.16M – – –
WA
1285
Wambolt & Associates
Colorado
$1.15M +$864 +4 +0%
IP
1286
Intellectus Partners
California
$1.15M -$15.1K -70 -1%
EWA
1287
EverSource Wealth Advisors
Alabama
$1.15M -$71.9K -333 -6%
BSW
1288
Buckingham Strategic Wealth
Missouri
$1.15M +$8.43K +39 +0.7%
SIM
1289
Sentry Investment Management
Wisconsin
$1.15M +$369K +1,707 +43%
RCG
1290
Regatta Capital Group
California
$1.14M -$15.1K -70 -1%
AWA
1291
Alta Wealth Advisors
Massachusetts
$1.14M – – –
LTI
1292
Laffer Tengler Investments
Tennessee
$1.14M -$263K -1,219 -18%
OHIS
1293
Oak Harvest Investment Services
Texas
$1.14M +$460K +2,127 +61%
CAMG
1294
CWA Asset Management Group
Florida
$1.13M +$158K +731 +15%
SAM
1295
Synergy Asset Management
Washington
$1.13M +$713K +3,299 +144%
BAM
1296
Belpointe Asset Management
Nevada
$1.13M +$89.2K +413 +8%
IFU
1297
iSAM Funds (UK)
United Kingdom
$1.13M +$1.2M +5,567 New
OPW
1298
Oxler Private Wealth
New York
$1.13M – – –
SAM
1299
Secure Asset Management
Michigan
$1.13M +$30.7K +142 +3%
CPIA
1300
Cornell Pochily Investment Advisors
New York
$1.13M -$4.32K -20 -0.4%
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