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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1401
Milestone Asset Management
Pennsylvania
$712K -$2.34M -13,289 -75%
HWMO
1402
Heritage Wealth Management (Ohio)
Ohio
$709K -$174K -988 -18%
TWIM
1403
TIAA Wealth Investment Management
New York
$709K +$267K +1,517 +50%
UIM
1404
Unified Investment Management
Georgia
$709K -$73.5K -418 -8%
LAM
1405
L2 Asset Management
Massachusetts
$709K -$68.2K -388 -8%
KAM
1406
Karani Asset Management
New York
$709K +$7.74K +44 +1%
CWG
1407
Cornerstone Wealth Group
North Carolina
$707K +$135K +766 +20%
CAG
1408
Cypress Advisory Group
Arizona
$706K -$52.8K -300 -6%
KFI
1409
Key Financial Inc
Pennsylvania
$706K -$11.4K -65 -1%
CAS
1410
CTC Alternative Strategies
Illinois
$705K +$791K +4,500 New
FG
1411
Fiduciary Group
Georgia
$703K -$55.9K -318 -7%
TNA
1412
True North Advisors
Texas
$701K +$387K +2,200 +97%
NFSG
1413
Newbridge Financial Services Group
Florida
$701K +$519K +2,950 +194%
AFP
1414
Advus Financial Partners
Florida
$701K +$784K +4,460 New
NPT
1415
National Philanthropic Trust
Pennsylvania
$700K +$8.44K +48 +1%
BF
1416
bLong Financial
Tennessee
$698K – – –
ACM
1417
Allred Capital Management
Texas
$698K -$14.6K -83 -2%
OP
1418
Oslo Pensjonsforsikring
$695K -$99.5K -566 -11%
GSIAS
1419
Garden State Investment Advisory Services
New Jersey
$695K +$420K +2,388 +117%
SFG
1420
Shum Financial Group
California
$694K +$29.5K +168 +4%
MG
1421
Mather Group
Illinois
$694K -$27.3K -155 -3%
SAM
1422
Simplify Asset Management
Nevada
$692K +$777K +4,420 New
GWANC
1423
Guardian Wealth Advisors (North Carolina)
North Carolina
$691K +$55.7K +317 +8%
EP
1424
Evelyn Partners
$691K +$775K +4,410 New
TW
1425
Tempo Wealth
Ohio
$690K +$37.5K +213 +5%
55 56
57
58 59