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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1401
Convergence Financial
Missouri
$1.78M +$103K +384 +6%
KHCM
1402
Kirtland Hills Capital Management
Ohio
$1.78M +$41.4K +155 +2%
RPC
1403
Rossmore Private Capital
Connecticut
$1.78M -$78.9K -295 -4%
ISL
1404
Ingalls & Snyder LLC
New York
$1.77M -$179K -671 -9%
NP
1405
Nilsine Partners
Colorado
$1.77M -$206K -770 -11%
1SB
1406
1ST Source Bank
Indiana
$1.77M +$171K +641 +11%
SW
1407
SteelPeak Wealth
California
$1.77M -$4.07M -15,222 -70%
OF
1408
Optimize Financial
California
$1.77M -$12.3K -46 -0.7%
RS
1409
R Squared
Hong Kong
$1.77M +$1.16M +4,344 +204%
CBT
1410
Central Bank & Trust
Kentucky
$1.76M -$18.4K -69 -1%
MCM
1411
Mainstream Capital Management
California
$1.76M -$12.6K -47 -0.7%
LWA
1412
Lineweaver Wealth Advisors
Ohio
$1.76M -$15K -56 -0.9%
CB
1413
Community Bank
New York
$1.75M +$176K +657 +11%
SFCL
1414
Strengthening Families & Communities LLC
Massachusetts
$1.74M -$157K -589 -8%
HAG
1415
HF Advisory Group
Maryland
$1.74M +$84.7K +317 +5%
RFM
1416
Royal Fund Management
Florida
$1.74M +$170K +637 +11%
WPA
1417
Wealth Preservation Advisors
Tennessee
$1.74M +$5.35K +20 +0.3%
LWP
1418
LMG Wealth Partners
Louisiana
$1.74M +$66.3K +248 +4%
IAS
1419
IMA Advisory Services
Colorado
$1.73M +$115K +432 +7%
CP
1420
Canopy Partners
Ohio
$1.73M -$10.4K -39 -0.6%
EI
1421
Ellevest Inc
New York
$1.72M -$217K -811 -11%
SOW
1422
State of Wyoming
Wyoming
$1.71M +$699K +2,614 +71%
AAP
1423
Arax Advisory Partners
Colorado
$1.71M +$706K +2,641 +73%
KFS
1424
Kaizen Financial Strategies
California
$1.71M -$37.2K -139 -2%
CWM
1425
Castle Wealth Management
Florida
$1.7M +$120K +449 +8%
55 56
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