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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IB
1301
Intrust Bank
Kansas
$1.83M -$13.7K -55 -0.8%
WBC
1302
West Branch Capital
Massachusetts
$1.83M -$160K -645 -9%
RCG
1303
Regatta Capital Group
California
$1.82M +$35.3K +142 +2%
LWA
1304
Lineweaver Wealth Advisors
Ohio
$1.82M +$138K +555 +9%
PFG
1305
Prosperity Financial Group
California
$1.82M +$24.6K +99 +1%
TWM
1306
Thrive Wealth Management
Pennsylvania
$1.82M +$29.3K +118 +2%
VIM
1307
VELA Investment Management
Ohio
$1.81M +$61.1K +246 +4%
ATWA
1308
Arbor Trust Wealth Advisors
Michigan
$1.81M -$20.9K -84 -1%
SIA
1309
Soltis Investment Advisors
Utah
$1.8M +$469K +1,888 +38%
CIA
1310
Choate Investment Advisors
Massachusetts
$1.79M +$65.4K +263 +4%
FAM
1311
Fulcrum Asset Management
United Kingdom
$1.79M -$49.7K -200 -3%
DA
1312
Dover Advisors
Virginia
$1.78M -$159K -640 -9%
MCM
1313
Mainstay Capital Management
Michigan
$1.78M +$119K +480 +8%
OHWP
1314
Oak Harbor Wealth Partners
North Carolina
$1.78M -$127K -511 -7%
NA
1315
Nautilus Advisors
California
$1.77M -$45.7K -184 -3%
LFS
1316
Lighthouse Financial Services
California
$1.77M +$1.66M +6,677 New
TCA
1317
Transcend Capital Advisors
New Jersey
$1.77M +$297K +1,194 +22%
NS
1318
NBC Securities
Alabama
$1.76M +$39K +157 +2%
RMAM
1319
Raab & Moskowitz Asset Management
New Jersey
$1.76M -$72.8K -293 -4%
OIS
1320
Okabena Investment Services
Minnesota
$1.75M -$45.2K -182 -3%
GIM
1321
Generali Investments Management
Slovenia
$1.75M +$520K +2,094 +46%
JIP
1322
Jaffetilchin Investment Partners
Florida
$1.75M +$128K +515 +8%
UWS
1323
Unique Wealth Strategies
Illinois
$1.75M -$157K -633 -9%
COCM
1324
Charter Oak Capital Management
New Hampshire
$1.74M +$5.96K +24 +0.4%
1W
1325
1776 Wealth
Georgia
$1.74M -$10.7K -43 -0.7%
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