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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1351
Hoey Investments
Pennsylvania
$678K -$143K -642 -17%
TF
1352
TLWM Financial
Texas
$677K +$24.3K +109 +4%
HPWM
1353
Highland Private Wealth Management
Washington
$676K +$38.1K +171 +6%
BWP
1354
BSW Wealth Partners
Colorado
$669K +$102K +457 +17%
SS
1355
Simplicity Solutions
Minnesota
$666K -$5.18M -23,247 -88%
MFA
1356
Mayflower Financial Advisors
Massachusetts
$666K -$233K -1,048 -25%
RWA
1357
Ropes Wealth Advisors
Massachusetts
$666K +$14.9K +67 +2%
MCC
1358
Money Concepts Capital
Florida
$664K -$42.5K -191 -6%
RFO
1359
RiverGlades Family Offices
Florida
$662K -$45.6K -205 -6%
OIA
1360
Optimum Investment Advisors
Illinois
$662K -$25.6K -115 -4%
CA
1361
Claro Advisors
Massachusetts
$661K +$276K +1,242 +66%
LC
1362
Lindbrook Capital
California
$660K -$130K -584 -16%
LWP
1363
Lumature Wealth Partners
Georgia
$660K +$283K +1,272 +69%
GTAM
1364
Global Trust Asset Management
Florida
$659K +$1.34K +6 +0.2%
FFS
1365
Founders Financial Securities
Maryland
$659K +$106K +478 +18%
VLC
1366
Van Leeuwen & Company
New Jersey
$657K -$3.07M -13,802 -82%
WA
1367
WP Advisors
California
$657K +$690K +3,100 New
SCG
1368
Sonata Capital Group
Washington
$654K -$44.5K -200 -6%
MCCP
1369
Mission Creek Capital Partners
California
$654K +$32.9K +148 +5%
CPA
1370
Clear Perspective Advisors
Illinois
$647K +$40.7K +183 +6%
WWP
1371
Waypoint Wealth Partners
California
$646K +$334K +1,502 +97%
GT
1372
Glenview Trust
Kentucky
$645K +$668 +3 +0.1%
JWS
1373
Juncture Wealth Strategies
Arizona
$643K -$279K -1,253 -29%
SIA
1374
SkyView Investment Advisors
New Jersey
$641K +$312K +1,400 +86%
SAS
1375
Stelac Advisory Services
New York
$638K -$71.5K -321 -10%
53 54
55
56 57