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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1451
Argent Advisors
Louisiana
$1.23M -$60.5K -226 -5%
TPWA
1452
Twin Peaks Wealth Advisors
California
$1.22M -$59.7K -223 -4%
FFN
1453
Focus Financial Network
Minnesota
$1.22M +$81.9K +306 +7%
AF
1454
Aldebaran Financial
$1.22M +$32.4K +121 +3%
AAM
1455
Ascension Asset Management
New York
$1.21M – – –
BIM
1456
Bridges Investment Management
Nebraska
$1.21M +$915K +3,418 +264%
BO
1457
Bank OZK
Arkansas
$1.21M +$71.2K +266 +6%
MSFS
1458
Main Street Financial Solutions
Pennsylvania
$1.21M +$140K +522 +12%
XWM
1459
Xcel Wealth Management
Florida
$1.21M -$2.69M -10,047 -68%
WPWM
1460
Western Pacific Wealth Management
Illinois
$1.21M -$22.7K -85 -2%
VBCG
1461
Valley Brook Capital Group
Pennsylvania
$1.2M +$85.6K +320 +7%
MIP
1462
Marietta Investment Partners
Wisconsin
$1.19M +$155K +580 +14%
SSWM
1463
Smith Salley Wealth Management
North Carolina
$1.19M -$176K -657 -12%
WAG
1464
Wallace Advisory Group
California
$1.18M -$12K -45 -1%
FFG
1465
Fiduciary Financial Group
California
$1.18M +$1.24M +4,626 New
UWS
1466
Unique Wealth Strategies
Illinois
$1.18M – – –
CWM
1467
Cornerstone Wealth Management
Missouri
$1.18M -$5.89K -22 -0.5%
FUBT
1468
First United Bank & Trust
Maryland
$1.18M +$12K +45 +1%
FI
1469
Finivi Inc
Massachusetts
$1.18M +$14.4K +54 +1%
GLAM
1470
Gardner Lewis Asset Management
Pennsylvania
$1.18M – – –
GDP
1471
Great Diamond Partners
Maine
$1.18M -$38.8K -145 -3%
BC
1472
Bowman & Company
Wisconsin
$1.18M +$108K +402 +10%
CMI
1473
Clare Market Investments
Texas
$1.18M -$203K -760 -14%
PPWM
1474
Paragon Private Wealth Management
Kentucky
$1.17M +$166K +620 +16%
AFO
1475
Arrowroot Family Office
California
$1.17M +$49.5K +185 +4%
57 58
59
60 61