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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWS
1651
Peterson Wealth Services
Utah
$286K -$509 -3 -0.2%
DU
1652
Delphia (USA)
Ontario, Canada
$285K -$43.2K -255 -11%
MP
1653
McDonald Partners
Ohio
$285K -$22.9K -135 -6%
HW
1654
Hamilton Wealth
California
$284K -$3.95M -23,281 -92%
TWM
1655
Tradition Wealth Management
Minnesota
$283K -$24.8K -146 -7%
TFCP
1656
Twin Focus Capital Partners
Massachusetts
$283K +$678 +4 +0.2%
HTHT
1657
Hemenway Trust Hemenway Trust
New Hampshire
$282K – – –
FCAG
1658
First Capital Advisors Group
New Jersey
$281K +$11.9K +70 +4%
AWE
1659
Avidian Wealth Enterprises
Texas
$281K +$39.2K +231 +13%
ESCM
1660
Echo Street Capital Management
New York
$281K +$89.2K +526 +37%
SCA
1661
STALEY CAPITAL ADVISERS
Pennsylvania
$280K – – –
CC
1662
Corton Capital
Ontario, Canada
$279K +$329K +1,942 New
HCA
1663
Hyperion Capital Advisors
New York
$278K – – –
APW
1664
Austin Private Wealth
Texas
$278K +$37.6K +222 +13%
PWMAG
1665
Pinnacle Wealth Management Advisory Group
New Jersey
$276K +$28K +165 +9%
LAM
1666
L2 Asset Management
Massachusetts
$276K +$40.4K +238 +14%
PFM
1667
Privium Fund Management
Netherlands
$275K -$3.15M -18,578 -91%
SAM
1668
Strategy Asset Managers
California
$275K +$324K +1,910 New
SWM
1669
Silverlake Wealth Management
Vermont
$272K +$1.02K +6 +0.3%
PWM
1670
Prentice Wealth Management
New York
$272K +$20.9K +123 +7%
WAM
1671
WNY Asset Management
New York
$271K -$17.3K -102 -5%
ACM
1672
Ategra Capital Management
Virginia
$270K -$5.76K -34 -2%
ATPW
1673
Ashton Thomas Private Wealth
Arizona
$270K -$296K -1,745 -48%
EWA
1674
Encompass Wealth Advisors
Oregon
$266K -$198K -1,169 -39%
EWM
1675
Evermay Wealth Management
Virginia
$266K -$9.33K -55 -3%
65 66
67
68 69