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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DE
1551
Defiance ETFs
New York
$534K -$28M -159,039 -98%
AWM
1552
Aries Wealth Management
Maine
$532K +$117K +665 +24%
CNBT
1553
Cornerstone National Bank & Trust
Illinois
$531K -$487K -2,770 -46%
CWS
1554
Cypress Wealth Services
California
$531K -$9.67K -55 -2%
VWA
1555
Visionary Wealth Advisors
Illinois
$529K -$413K -2,347 -41%
FCA
1556
FLC Capital Advisors
California
$527K -$84.4K -480 -12%
SWP
1557
Semus Wealth Partners
Florida
$526K +$159K +903 +37%
BB
1558
Burford Brothers
Texas
$525K +$5.45K +31 +0.9%
EMC
1559
Everest Management Corp
California
$525K -$49.1K -279 -8%
CA
1560
Crumly & Associates
Illinois
$524K +$4.75K +27 +0.8%
GFP
1561
Gryphon Financial Partners
Ohio
$524K -$15.5K -88 -3%
WPW
1562
Waldron Private Wealth
Pennsylvania
$523K +$32.4K +184 +6%
CIG
1563
Cullen Investment Group
Louisiana
$522K -$385K -2,187 -40%
ZIG
1564
Zullo Investment Group
Pennsylvania
$521K +$4.57K +26 +0.8%
AG
1565
ASO Group
$521K – – –
YP
1566
YANKCOM Partnership
South Dakota
$519K +$61.7K +351 +12%
FCBT
1567
First Citizens Bank & Trust
North Carolina
$519K -$2.26M -12,832 -79%
FMI
1568
F/M Investments
District of Columbia
$517K +$200K +1,139 +53%
PWM
1569
Prentice Wealth Management
New York
$517K +$4.4K +25 +0.8%
RPGK
1570
Retirement Planning Group (Kansas)
Kansas
$516K -$59.6K -339 -9%
PP
1571
PDS Planning
Ohio
$516K -$270K -1,534 -32%
OPW
1572
Oxler Private Wealth
New York
$515K -$52K -296 -8%
AGP
1573
Aspire Growth Partners
Florida
$514K -$6.86K -39 -1%
3IP
1574
3Chopt Investment Partners
Virginia
$512K +$69.3K +394 +14%
IC
1575
Inscription Capital
Texas
$511K +$135K +769 +31%
61 62
63
64 65