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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBNA
1676
Bremer Bank National Association
Minnesota
$433K -$10.6K -52 -2%
PWMG
1677
Provence Wealth Management Group
California
$432K +$7.96K +39 +2%
LWP
1678
Lumature Wealth Partners
Georgia
$428K -$50.2K -246 -11%
BFA
1679
Beaumont Financial Advisors
Massachusetts
$428K +$20.6K +101 +5%
AT
1680
Arden Trust
Delaware
$425K -$335K -1,639 -45%
TC
1681
Truvestments Capital
Florida
$424K -$4.7K -23 -1%
EFS
1682
Essex Financial Services
Connecticut
$424K -$86.6K -424 -17%
BBW
1683
Blue Barn Wealth
Utah
$423K -$107K -522 -21%
AIMC
1684
Alley Investment Management Company
Illinois
$423K – – –
SCA
1685
St. Clair Advisors
Ohio
$423K – – –
CAG
1686
Csenge Advisory Group
Florida
$422K +$72.1K +353 +21%
SWP
1687
Strategic Wealth Partners
Ohio
$422K -$54.1K -265 -12%
SFG
1688
Synergy Financial Group
California
$421K +$16.1K +79 +4%
AAM
1689
Alphadyne Asset Management
New York
$421K +$407K +1,995 New
EL
1690
Essex LLC
Illinois
$421K -$27.8K -136 -6%
PHIC
1691
Pine Haven Investment Counsel
Massachusetts
$419K +$11.2K +55 +3%
KFGK
1692
Keystone Financial Group (Kentucky)
Kentucky
$418K +$404K +1,979 New
APW
1693
Austin Private Wealth
Texas
$415K -$34.7K -170 -8%
DBRC
1694
D.B. Root & Company
Pennsylvania
$415K +$13.1K +64 +3%
MMG
1695
Monetary Management Group
Missouri
$412K -$255K -1,250 -39%
CIM
1696
Contravisory Investment Management
Massachusetts
$412K +$398K +1,948 New
T
1697
TOBAM
France
$410K +$101K +493 +34%
SWA
1698
SOA Wealth Advisors
New York
$410K -$43.9K -215 -10%
HCA
1699
Hyperion Capital Advisors
New York
$409K – – –
RA
1700
Riversedge Advisors
Delaware
$408K +$395K +1,933 New
66 67
68
69 70