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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1426
Raab & Moskowitz Asset Management
New Jersey
$1.3M -$30.6K -135 -3%
PWPS
1427
Pinnacle Wealth Planning Services
Ohio
$1.29M -$51.8K -229 -4%
CCG
1428
Coastwise Capital Group
California
$1.29M -$28.1K -124 -2%
EWA
1429
Etesian Wealth Advisors
Oregon
$1.29M -$50.5K -223 -4%
SIG
1430
Sargent Investment Group
Maryland
$1.29M +$5.66K +25 +0.5%
FFO
1431
Fiduciary Family Office
Florida
$1.28M +$1.1M +4,880 New
AF
1432
Aldebaran Financial
$1.28M -$56.6K -250 -5%
OWA
1433
Octavia Wealth Advisors
Ohio
$1.28M -$22.4K -99 -2%
IIM
1434
Intact Investment Management
Quebec, Canada
$1.28M +$149K +660 +16%
OAM
1435
Occidental Asset Management
California
$1.28M +$905 +4 +0.1%
NA
1436
Navellier & Associates
Nevada
$1.28M +$119K +525 +12%
WAOI
1437
Wealth Advisors of Iowa
Iowa
$1.27M – – –
HCM
1438
Highlander Capital Management
New Jersey
$1.27M – – –
NAS
1439
Nicolet Advisory Services
Wisconsin
$1.27M -$47.5K -210 -4%
RWA
1440
Rainsberger Wealth Advisors
Colorado
$1.26M -$26K -115 -2%
NFG
1441
Nations Financial Group
Iowa
$1.26M +$23.5K +104 +2%
BFW
1442
Brady Family Wealth
Missouri
$1.25M +$67.9K +300 +7%
ACM
1443
Ayrshire Capital Management
Connecticut
$1.25M +$2.04K +9 +0.2%
EFG
1444
Embree Financial Group
Illinois
$1.25M +$1.07M +4,738 New
PWM
1445
Peterson Wealth Management
Nevada
$1.25M -$23.3K -103 -2%
FTWA
1446
Fifth Third Wealth Advisors
Ohio
$1.24M +$69.7K +308 +7%
CWM
1447
Cornerstone Wealth Management
Missouri
$1.24M -$13.1K -58 -1%
WIM
1448
Westside Investment Management
California
$1.24M +$9.51K +42 +0.9%
LHC
1449
Little House Capital
Massachusetts
$1.24M – – –
GDP
1450
Great Diamond Partners
Maine
$1.24M +$28.7K +127 +3%
56 57
58
59 60