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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1626
Wellspring Financial Advisors
Ohio
$472K -$425K -2,416 -45%
PWM
1627
Purus Wealth Management
California
$470K +$27.6K +157 +6%
CH
1628
Cromwell Holdings
Wyoming
$468K +$7.56K +43 +1%
SCI
1629
Silver Coast Investments
United States
$466K +$67.2K +382 +15%
IC
1630
IKE Capital
New York
$465K -$264K -1,499 -34%
DWM
1631
Drive Wealth Management
Utah
$465K -$301K -1,714 -37%
FFA
1632
First Foundation Advisors
California
$465K +$30.1K +171 +6%
CF
1633
Carlson Financial
Oregon
$464K -$125K -709 -19%
KCM
1634
Kathmere Capital Management
Pennsylvania
$463K +$15.5K +88 +3%
MPPLM
1635
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$462K -$1.12M -6,390 -68%
WWA
1636
Wisconsin Wealth Advisors
Wisconsin
$460K +$172K +980 +50%
GWM
1637
GK Wealth Management
Nevada
$459K +$516K +2,932 New
BCM
1638
Bienville Capital Management
New York
$459K – – –
CSB
1639
City State Bank
Iowa
$459K +$1.58K +9 +0.3%
PWP
1640
Perfromance Wealth Partners
Illinois
$459K -$188K -1,067 -27%
NDSI
1641
Newman Dignan & Sheerar Inc
Rhode Island
$457K -$57K -324 -10%
BC
1642
Brio Consultants
California
$457K +$302K +1,717 +143%
MWM
1643
Maridea Wealth Management
New York
$456K -$61.5K -350 -11%
HHRDM
1644
H&H Retirement Design & Management
Nevada
$456K +$22.7K +129 +6%
FFN
1645
Focus Financial Network
Minnesota
$456K +$154K +874 +43%
MIC
1646
Meridian Investment Counsel
California
$455K – – –
FMI
1647
Factory Mutual Insurance
Massachusetts
$454K -$70.3K -400 -12%
FC
1648
Fjell Capital
North Dakota
$454K -$30.2K -172 -6%
IPAM
1649
Investment Partners Asset Management
New Jersey
$454K -$117K -665 -19%
MFC
1650
Mechanics Financial Corp
Ohio
$453K -$12.5K -71 -2%
64 65
66
67 68