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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1601
Prentice Wealth Management
New York
$278K +$29.9K +205 +11%
KFGK
1602
Keystone Financial Group (Kentucky)
Kentucky
$278K -$65.7K -450 -18%
KCPG
1603
Kavar Capital Partners Group
Kansas
$278K +$14.6K +100 +5%
EWM
1604
Empirical Wealth Management
Washington
$277K -$622K -4,265 -67%
FC
1605
Fulcrum Capital
Washington
$277K – – –
EWA
1606
Encompass Wealth Advisors
Oregon
$276K +$34.6K +237 +13%
BFPW
1607
BOK Financial Private Wealth
Colorado
$276K -$2.04K -14 -0.7%
CA
1608
Crewe Advisors
Utah
$275K -$3.47M -23,804 -92%
SFCL
1609
Strengthening Families & Communities LLC
Massachusetts
$274K -$149K -1,022 -33%
IIC
1610
Integrated Investment Consultants
Michigan
$272K +$56.9K +390 +23%
GC
1611
GFG Capital
Florida
$272K -$621K -4,259 -68%
GAMC
1612
Garner Asset Management Corp
Texas
$271K – – –
CCA
1613
Childress Capital Advisors
Texas
$270K +$42.5K +291 +17%
AIA
1614
Angeles Investment Advisors
California
$266K +$293K +2,009 New
PWMG
1615
Prestige Wealth Management Group
New Jersey
$266K +$231K +1,583 +374%
LWA
1616
Lineweaver Wealth Advisors
Ohio
$266K +$56K +384 +24%
PWS
1617
Peterson Wealth Services
Utah
$265K +$1.46K +10 +0.5%
SIA
1618
SkyView Investment Advisors
New Jersey
$265K -$27.4K -188 -9%
AIMC
1619
Alley Investment Management Company
Illinois
$265K – – –
CC
1620
Copperleaf Capital
North Carolina
$264K +$291K +1,994 New
ANTB
1621
AMG National Trust Bank
Colorado
$264K -$296K -2,031 -51%
HTHT
1622
Hemenway Trust Hemenway Trust
New Hampshire
$261K +$1.6K +11 +0.6%
HCM
1623
Highview Capital Management
Illinois
$259K -$7.3K -50 -2%
IC
1624
Inscription Capital
Texas
$259K -$26.3K -180 -8%
RPWA
1625
Regent Peak Wealth Advisors
Georgia
$259K -$16.8K -115 -6%
63 64
65
66 67