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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1301
Arvest Investments
Arkansas
$1.75M +$39.3K +156 +2%
CFFP
1302
Center for Financial Planning
Michigan
$1.74M – – –
RSWM
1303
Robertson Stephens Wealth Management
California
$1.73M +$33.8K +134 +2%
VFA
1304
Voya Financial Advisors
Connecticut
$1.73M -$102K -403 -5%
PTC
1305
Private Trust Company
Ohio
$1.72M -$555K -2,202 -23%
UWS
1306
Unique Wealth Strategies
Illinois
$1.71M +$583K +2,311 +47%
OHWP
1307
Oak Harbor Wealth Partners
North Carolina
$1.71M -$426K -1,691 -19%
BTD
1308
BankPlus Trust Department
Mississippi
$1.71M +$36.6K +145 +2%
TFGT
1309
TS Financial Group (TSFG)
Illinois
$1.71M -$9.58K -38 -0.5%
GLR
1310
Great Lakes Retirement
Ohio
$1.7M -$912K -3,616 -33%
HWMO
1311
Heritage Wealth Management (Ohio)
Ohio
$1.7M +$1.14M +4,537 +172%
SW
1312
SteelPeak Wealth
California
$1.7M +$177K +701 +11%
GSWM
1313
Greenup Street Wealth Management
Michigan
$1.68M +$1.79M +7,097 New
LWP
1314
LMG Wealth Partners
Louisiana
$1.68M +$179K +709 +11%
EWA
1315
Exit Wealth Advisors
Georgia
$1.68M +$1.78M +7,069 New
SWMG
1316
Signature Wealth Management Group
Georgia
$1.67M -$18.2K -72 -1%
IEFM
1317
IQ EQ Fund Management
Ireland
$1.67M +$1.02M +4,037 +134%
FMB
1318
Field & Main Bank
Kentucky
$1.66M -$175K -695 -9%
DRD
1319
Dennis R. Delaney
$1.66M -$24.5K -97 -1%
HIA
1320
Harbor Investment Advisory
Maryland
$1.66M -$680K -2,695 -10%
AIM
1321
Allen Investment Management
New York
$1.65M -$9.08K -36 -0.5%
IB
1322
Intrust Bank
Kansas
$1.65M -$140K -556 -7%
RMAM
1323
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$437K -1,733 -20%
FAM
1324
Fulcrum Asset Management
United Kingdom
$1.64M -$48.7K -193 -3%
CFG
1325
Cooper Financial Group
California
$1.64M -$221K -875 -11%
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