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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TAFW
1451
Tred Avon Family Wealth
Maryland
$667K -$27.6K -157 -4%
MSK
1452
Melissa S. Kampmann
$664K -$417K -2,374 -36%
CIA
1453
Cape Investment Advisory
Georgia
$657K -$72.4K -412 -9%
IUHSA
1454
Itau Unibanco Holding S.A.
Brazil
$656K +$619K +3,522 +527%
QWP
1455
Quotient Wealth Partners
Texas
$656K -$82.3K -468 -10%
PNFS
1456
PW Nova Financial Services
Pennsylvania
$654K -$4.4K -25 -0.6%
SWA
1457
Stratos Wealth Advisors
Ohio
$654K -$4.94M -28,102 -87%
AFP
1458
Ausdal Financial Partners
Iowa
$653K -$176K -999 -19%
MA
1459
MONECO Advisors
Connecticut
$652K -$2.64K -15 -0.4%
ACMA
1460
Arbor Capital Management (Alaska)
Alaska
$651K -$68.4K -389 -10%
FFO
1461
Fiduciary Family Office
Florida
$651K +$345K +1,962 +90%
HIA
1462
Harbor Investment Advisory
Maryland
$651K -$8.97K -51 -1%
BDFN
1463
Bond & Devick Financial Network
Minnesota
$644K -$127K -724 -15%
SAM
1464
Sagewood Asset Management
New York
$642K +$516K +2,933 +251%
EI
1465
Ecofi Investissements
France
$642K +$70.3K +400 +11%
AWM
1466
Arista Wealth Management
Nevada
$642K -$149K -847 -17%
CWA
1467
Crux Wealth Advisors
California
$641K -$16.9K -96 -2%
BF
1468
Brucke Financial
Indiana
$637K -$8.27K -47 -1%
BIM
1469
Bridges Investment Management
Nebraska
$634K +$2.11K +12 +0.3%
DTL
1470
Dynamic Technology Lab
Singapore
$634K +$711K +4,044 New
EWM
1471
Empirical Wealth Management
Washington
$633K -$199K -1,133 -22%
CBT
1472
Central Bank & Trust
Kentucky
$633K +$1.76K +10 +0.2%
AWA
1473
Ark Wealth Advisors
California
$633K +$349K +1,984 +96%
AFO
1474
Arrowroot Family Office
California
$632K -$67K -381 -9%
CVA
1475
Central Valley Advisors
California
$630K -$114K -646 -14%
57 58
59
60 61