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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JGUA
1676
John G. Ullman & Associates
New York
$423K -$982K -5,583 -67%
MSWM
1677
McGlone Suttner Wealth Management
Wisconsin
$422K +$9.14K +52 +2%
MFA
1678
Mayflower Financial Advisors
Massachusetts
$422K -$44.8K -255 -9%
WAOI
1679
Wealth Advisors of Iowa
Iowa
$422K -$34.5K -196 -7%
FIA
1680
FNY Investment Advisers
New York
$420K +$15.3K +87 +3%
VCM
1681
Versant Capital Management
Arizona
$418K -$149K -845 -24%
MPI
1682
Mairs & Power Inc
Minnesota
$416K -$8.32M -47,340 -95%
GRWP
1683
Green Ridge Wealth Planning
New Jersey
$416K -$112K -638 -19%
BOM
1684
Bank of Marin
California
$416K -$25.8K -147 -5%
PWP
1685
Phillips Wealth Planners
Mississippi
$415K -$17.4K -99 -4%
KFS
1686
Kaizen Financial Strategies
California
$415K -$246K -1,397 -35%
ZI
1687
ZEGA Investments
Florida
$415K +$33.8K +192 +8%
APW
1688
Aventura Private Wealth
Florida
$414K -$38K -216 -8%
SNB
1689
Security National Bank
Nebraska
$412K -$2.46K -14 -0.5%
QPW
1690
Quantum Private Wealth
Florida
$412K -$14.1K -80 -3%
NLP
1691
Next Level Private
New York
$410K -$17.8K -101 -4%
JWM
1692
Jeppson Wealth Management
California
$410K -$12.5K -71 -3%
W
1693
WealthCollab
Washington
$409K +$176 +1 +0%
TVAMP
1694
Tennessee Valley Asset Management Partners
Tennessee
$409K +$36.6K +208 +9%
BWM
1695
Baron Wealth Management
Michigan
$409K +$7.21K +41 +2%
KCIC
1696
Kuhn & Co Investment Counsel
Illinois
$407K +$12.8K +73 +3%
JFA
1697
JNBA Financial Advisors
Minnesota
$406K -$266K -1,512 -37%
PJSIMP
1698
P.J. Schmidt Investment Management (PJS)
Wisconsin
$406K -$166K -946 -27%
RBFC
1699
Roman Butler Fullerton & Co
Missouri
$405K -$360K -2,049 -46%
ECA
1700
Elevated Capital Advisors
Utah
$404K -$266K -1,510 -37%
66 67
68
69 70