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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
1676
Vista Finance
Missouri
$554K +$613K +2,181 New
TC
1677
Truvestments Capital
Florida
$553K +$75.9K +270 +14%
WCFA
1678
Walkner Condon Financial Advisors
Wisconsin
$552K -$24.4K -87 -4%
IA
1679
IFG Advisors
Missouri
$549K – – –
AIS
1680
AM Investment Strategies
Tennessee
$547K +$78.4K +279 +15%
AP
1681
Arlington Partners
Alabama
$543K +$169K +601 +39%
AWM
1682
Atticus Wealth Management
Florida
$542K +$9.27K +33 +2%
FCM
1683
Fourpath Capital Management
Oklahoma
$542K +$599K +2,131 New
FFN
1684
Focus Financial Network
Minnesota
$541K +$25K +89 +4%
JAG
1685
Journey Advisory Group
Kentucky
$538K +$383K +1,364 +181%
AC
1686
Addison Capital
Pennsylvania
$537K +$594K +2,115 New
SC
1687
Shay Capital
New York
$536K -$4.58M -16,314 -89%
AFM
1688
Andesa Financial Management
Pennsylvania
$535K +$45.5K +162 +8%
MFP
1689
Meridian Financial Partners
Virginia
$534K +$124K +442 +23%
HTHT
1690
Hemenway Trust Hemenway Trust
New Hampshire
$533K -$15.2K -54 -3%
PFGIA
1691
Patriot Financial Group Insurance Agency
Massachusetts
$532K +$2.53K +9 +0.4%
CAM
1692
Carret Asset Management
New York
$532K +$13.5K +48 +2%
RPWA
1693
Regent Peak Wealth Advisors
Georgia
$530K +$62.4K +222 +12%
RWA
1694
Redhawk Wealth Advisors
Minnesota
$527K +$582K +2,073 New
SAM
1695
Simplify Asset Management
Nevada
$526K +$196K +697 +51%
MAM
1696
Magellan Asset Management
Australia
$524K +$38.8K +138 +7%
JHP
1697
James Hambro & Partners
United Kingdom
$521K – – –
SOW
1698
State of Wyoming
Wyoming
$518K -$71.4K -254 -11%
SM
1699
Sciencast Management
New Jersey
$517K +$586K +2,086 New
WCM
1700
WealthBridge Capital Management
Ohio
$513K -$30.9K -110 -5%
66 67
68
69 70