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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1601
Carolinas Wealth Consulting
North Carolina
$244K +$202K +922 +1,882%
RWM
1602
RBA Wealth Management
California
$244K +$213K +971 New
OWM
1603
Opes Wealth Management
California
$243K +$211K +966 New
WAG
1604
Winthrop Advisory Group
Massachusetts
$242K +$210K +958 New
FAM
1605
Formidable Asset Management
Ohio
$241K -$67.9K -310 -24%
PWMG
1606
Prestige Wealth Management Group
New Jersey
$239K -$876 -4 -0.4%
VST
1607
Van Strum & Towne
California
$239K +$208K +950 New
PCM
1608
Poehling Capital Management
Wisconsin
$237K -$154K -705 -43%
HFP
1609
Holistic Financial Partners
Indiana
$237K +$206K +939 New
CWA
1610
Capital Wealth Alliance
Arizona
$234K – – –
HHGA
1611
Halbert Hargrove Global Advisors
California
$234K +$204K +930 New
SWM
1612
SVA Wealth Management
Wisconsin
$234K +$204K +932 New
RM
1613
Resource Management
Louisiana
$234K +$204K +933 New
FAN
1614
Financial Advisors Network
California
$233K +$203K +929 New
PIP
1615
Peachtree Investment Partners
Florida
$232K +$202K +925 New
NWS
1616
Newport Wealth Strategies
California
$231K +$199K +910 New
SCM
1617
Southport Capital Management
Tennessee
$231K +$202K +921 New
FCFC
1618
First Citizens Financial Corp
Iowa
$230K +$201K +916 New
FHA
1619
First Horizon Advisors
Tennessee
$229K +$58.2K +266 +41%
SPP
1620
Single Point Partners
Massachusetts
$229K +$199K +911 New
PW
1621
Peninsula Wealth
California
$229K +$200K +912 New
CCM
1622
Chiron Capital Management
Florida
$228K +$198K +906 New
LFA
1623
Legacy Financial Advisors
Kentucky
$228K +$199K +907 New
VC
1624
Veracity Capital
Georgia
$228K +$199K +908 New
CMBA
1625
C.M. Bidwell & Associates
Hawaii
$227K +$53.9K +246 +37%
63 64
65
66 67