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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
1676
Future Fund LLC
Illinois
$265K -$11.9K -70 -4%
TRIA
1677
Trail Ridge Investment Advisors
Colorado
$263K -$219K -1,294 -44%
CCA
1678
Childress Capital Advisors
Texas
$263K -$40.5K -239 -12%
TWA
1679
TCI Wealth Advisors
Arizona
$263K +$18K +106 +6%
LP
1680
LGL Partners
Pennsylvania
$263K +$310K +1,827 New
BBW
1681
Blue Barn Wealth
Utah
$261K +$45.3K +267 +17%
PWAG
1682
Polaris Wealth Advisory Group
California
$260K -$2.63M -15,487 -90%
CAM
1683
Cubic Asset Management
Massachusetts
$259K – – –
QC
1684
Quent Capital
New York
$259K +$106K +625 +53%
ARC
1685
Advisor Resource Council
Texas
$258K -$174K -1,028 -36%
GA
1686
Geller Advisors
New York
$258K -$163K -959 -35%
KP
1687
Keel Point
Alabama
$258K -$8.99K -53 -3%
HWMA
1688
Heritage Wealth Management (Arizona)
Arizona
$258K -$678 -4 -0.2%
PW
1689
Peninsula Wealth
California
$258K +$304K +1,792 New
KPW
1690
Kore Private Wealth
New York
$256K +$54.6K +322 +22%
DC
1691
DeDora Capital
California
$255K – – –
TVAMP
1692
Tennessee Valley Asset Management Partners
Tennessee
$255K – – –
PPP
1693
Private Portfolio Partners
New Jersey
$255K -$1.19K -7 -0.4%
AWG
1694
Altus Wealth Group
Colorado
$254K – – –
CPA
1695
Capital Planning Advisors
California
$253K -$32.9K -194 -10%
DWA
1696
Dougherty Wealth Advisers
Minnesota
$253K – – –
CPWA
1697
Cerro Pacific Wealth Advisors
California
$253K +$10.7K +63 +4%
CAG
1698
Csenge Advisory Group
Florida
$252K -$39.3K -232 -12%
CWP
1699
Curated Wealth Partners
California
$251K – – –
HCP
1700
Hexagon Capital Partners
Arkansas
$250K +$45.3K +267 +18%
66 67
68
69 70