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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1651
Cornerstone Wealth Management
Missouri
$1.13M +$115K +370 +10%
LGA
1652
Lebenthal Global Advisors
New York
$1.13M -$216K -695 -14%
VWA
1653
Visionary Wealth Advisors
Illinois
$1.13M +$168K +539 +15%
SIG
1654
Sargent Investment Group
Maryland
$1.13M -$15.9K -51 -1%
BAM
1655
Byrne Asset Management
New Jersey
$1.13M +$39.5K +127 +3%
TPWA
1656
Twin Peaks Wealth Advisors
California
$1.12M -$117K -377 -8%
DCM
1657
Dudley Capital Management
Virginia
$1.12M -$23.3K -75 -2%
FIM
1658
Freedom Investment Management
Connecticut
$1.12M +$494K +1,589 +61%
APP
1659
Avantax Planning Partners
Iowa
$1.12M +$170K +546 +15%
AF
1660
Aldebaran Financial
$1.12M +$9.33K +30 +0.7%
GWP
1661
Gen-Wealth Partners
Michigan
$1.12M +$108K +348 +9%
OWA
1662
Octavia Wealth Advisors
Ohio
$1.12M +$8.4K +27 +0.7%
LCM
1663
LCM Capital Management
Illinois
$1.12M +$31.7K +102 +3%
KCFA
1664
Key Client Fiduciary Advisors
New Jersey
$1.12M – – –
OFS
1665
Orrstown Financial Services
Pennsylvania
$1.11M -$63.5K -204 -5%
BDFN
1666
Bond & Devick Financial Network
Minnesota
$1.11M +$81.2K +261 +7%
AWM
1667
Angeles Wealth Management
California
$1.11M +$90.2K +290 +8%
FFG
1668
Fiduciary Financial Group
California
$1.1M -$249K -801 -16%
MCA
1669
Magnolia Capital Advisors
Mississippi
$1.1M +$40.4K +130 +3%
SIC
1670
Salem Investment Counselors
North Carolina
$1.09M +$21.1K +68 +2%
SFG
1671
Shum Financial Group
California
$1.08M +$67.2K +216 +6%
BIA
1672
Benchmark Investment Advisors
Illinois
$1.08M +$904K +2,905 +259%
NSIM
1673
North Star Investment Management
Illinois
$1.08M -$168K -541 -12%
APC
1674
Aspire Private Capital
North Carolina
$1.07M +$88.3K +284 +8%
TBC
1675
Ted Buchan & Co
California
$1.07M +$933 +3 +0.1%
65 66
67
68 69