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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAIM
1601
International Assets Investment Management
Florida
$492K -$227K -1,289 -30%
SM
1602
Sciencast Management
New Jersey
$491K +$551K +3,136 New
FFA
1603
Florida Financial Advisors
Florida
$491K -$14.2K -81 -3%
PCM
1604
Pointe Capital Management
Michigan
$490K -$4.22K -24 -0.8%
SB
1605
Sunflower Bank
Texas
$489K +$73.2K +416 +15%
CFG
1606
Carr Financial Group
Massachusetts
$487K -$57K -324 -9%
TPI
1607
Trust Point Inc
Wisconsin
$485K +$35.5K +202 +7%
SWP
1608
Strategic Wealth Partners
Ohio
$483K -$6.1M -34,694 -92%
NHC
1609
Nicholas Hoffman & Company
Georgia
$479K -$48.2K -274 -8%
WFAG
1610
Worth Financial Advisory Group
North Carolina
$477K +$535K +3,045 New
PF
1611
Prosperitas Financial
California
$477K +$24.1K +137 +5%
CWG
1612
Crown Wealth Group
North Carolina
$476K +$37.3K +212 +8%
BWA
1613
Blodgett Wealth Advisors
California
$475K +$16.2K +92 +3%
WFA
1614
Wellspring Financial Advisors
Ohio
$472K -$425K -2,416 -45%
PWM
1615
Purus Wealth Management
California
$470K +$27.6K +157 +6%
CH
1616
Cromwell Holdings
Wyoming
$468K +$7.56K +43 +1%
SCI
1617
Silver Coast Investments
United States
$466K +$67.2K +382 +15%
DWM
1618
Drive Wealth Management
Utah
$465K -$301K -1,714 -37%
FFA
1619
First Foundation Advisors
California
$465K +$30.1K +171 +6%
CF
1620
Carlson Financial
Oregon
$464K -$125K -709 -19%
KCM
1621
Kathmere Capital Management
Pennsylvania
$463K +$15.5K +88 +3%
MPPLM
1622
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$462K -$1.12M -6,390 -68%
WWA
1623
Wisconsin Wealth Advisors
Wisconsin
$460K +$172K +980 +50%
GWM
1624
GK Wealth Management
Nevada
$459K +$516K +2,932 New
BCM
1625
Bienville Capital Management
New York
$459K – – –
63 64
65
66 67