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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1326
Sonen Capital
California
$552K -$135K -928 -18%
ACM
1327
AlphaStar Capital Management
North Carolina
$551K -$19K -130 -2%
BCM
1328
Barden Capital Management
Texas
$548K -$291K -1,994 -33%
AG
1329
Ascent Group
Virginia
$547K -$89.2K -611 -13%
SSWG
1330
Seven Springs Wealth Group
Tennessee
$547K -$101K -690 -14%
OWA
1331
Octavia Wealth Advisors
Ohio
$546K +$2.19K +15 +0.4%
IIM
1332
Intact Investment Management
Quebec, Canada
$544K -$379K -2,600 -39%
CWP
1333
Cyndeo Wealth Partners
Florida
$543K +$598K +4,098 New
SWM
1334
Scissortail Wealth Management
Oklahoma
$542K +$474K +3,246 New
TYCC
1335
Texas Yale Capital Corp
Florida
$541K +$271K +1,859 +84%
VWM
1336
Vigilare Wealth Management
Arizona
$539K -$182K -1,245 -23%
JE
1337
JMAC Enterprises
Pennsylvania
$537K -$26.4K -181 -4%
KFA
1338
Kapstone Financial Advisors
Ohio
$536K +$448K +3,072 New
WC
1339
Weil Company
California
$535K +$589K +4,037 New
CA
1340
Claro Advisors
Massachusetts
$535K +$32.7K +224 +6%
CWAG
1341
Compton Wealth Advisory Group
Virginia
$533K -$496K -3,399 -46%
GLR
1342
Great Lakes Retirement
Ohio
$533K +$586K +4,017 New
CCM
1343
CAAS Capital Management
New York
$530K -$540K -3,701 -48%
BDFN
1344
Bond & Devick Financial Network
Minnesota
$530K -$92.2K -632 -14%
PL
1345
Plancorp LLC
Missouri
$529K -$21.6K -148 -4%
BIA
1346
Benchmark Investment Advisors
Illinois
$528K -$134K -920 -19%
IIM
1347
Ipswich Investment Management
Massachusetts
$528K -$110K -757 -16%
IA
1348
Insight Advisors
Pennsylvania
$528K +$108K +742 +23%
RTC
1349
Riverview Trust Company
Washington
$526K – – –
PFWA
1350
Paces Ferry Wealth Advisors
Georgia
$525K -$215K -1,476 -27%
52 53
54
55 56