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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1526
Truvestments Capital
Florida
$337K +$60.8K +417 +20%
AWS
1527
Aspen Wealth Strategies
Colorado
$336K +$370K +2,536 New
MAM
1528
Martingale Asset Management
Massachusetts
$335K -$260K -1,782 -41%
AFM
1529
Andesa Financial Management
Pennsylvania
$334K -$207K -1,419 -36%
MA
1530
Montag & Associates
Georgia
$333K -$17.7K -121 -5%
IWA
1531
IVC Wealth Advisors
Pennsylvania
$332K -$16.8K -115 -4%
DC
1532
DeDora Capital
California
$332K +$106K +728 +41%
TCA
1533
Taconic Capital Advisors
New York
$331K +$365K +2,500 New
PNC
1534
Park National Corp
Ohio
$329K -$6.28K -43 -2%
SCG
1535
Sonata Capital Group
Washington
$329K -$76.6K -525 -17%
CFP
1536
Catalyst Financial Partners
Massachusetts
$327K +$360K +2,468 New
AIM
1537
Anchor Investment Management
South Carolina
$327K -$19.7K -135 -5%
CIAS
1538
Capital Investment Advisory Services
North Carolina
$326K -$60.4K -414 -14%
PFBT
1539
Parkside Financial Bank & Trust
Missouri
$325K +$36.6K +251 +11%
KIG
1540
Kennedy Investment Group
New Jersey
$324K +$356K +2,440 New
BC
1541
Bowman & Company
Wisconsin
$321K -$67.9K -465 -16%
PA
1542
Parkside Advisors
California
$321K +$18.1K +124 +5%
CF
1543
Copperwynd Financial
Arizona
$320K -$36K -247 -9%
JF
1544
Jump Financial
Illinois
$318K -$721K -4,943 -67%
SC
1545
Solstein Capital
California
$318K -$75.9K -520 -18%
AF
1546
Advisornet Financial
Minnesota
$318K -$21.6K -148 -6%
RIP
1547
RAM Investment Partners
Washington
$318K +$349K +2,395 New
BOH
1548
Bank of Hawaii
Hawaii
$316K -$16.6K -114 -5%
CWM
1549
Circle Wealth Management
New Jersey
$315K +$347K +2,379 New
AC
1550
AlphaCore Capital
California
$314K +$1.17K +8 +0.3%
60 61
62
63 64