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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
APW
1701
Aventura Private Wealth
Florida
$414K -$38K -216 -8%
SNB
1702
Security National Bank
Nebraska
$412K -$2.46K -14 -0.5%
QPW
1703
Quantum Private Wealth
Florida
$412K -$14.1K -80 -3%
NLP
1704
Next Level Private
New York
$410K -$17.8K -101 -4%
JWM
1705
Jeppson Wealth Management
California
$410K -$12.5K -71 -3%
W
1706
WealthCollab
Washington
$409K +$176 +1 +0%
TVAMP
1707
Tennessee Valley Asset Management Partners
Tennessee
$409K +$36.6K +208 +9%
BWM
1708
Baron Wealth Management
Michigan
$409K +$7.21K +41 +2%
KCIC
1709
Kuhn & Co Investment Counsel
Illinois
$407K +$12.8K +73 +3%
JFA
1710
JNBA Financial Advisors
Minnesota
$406K -$266K -1,512 -37%
PJSIMP
1711
P.J. Schmidt Investment Management (PJS)
Wisconsin
$406K -$166K -946 -27%
RBFC
1712
Roman Butler Fullerton & Co
Missouri
$405K -$360K -2,049 -46%
ECA
1713
Elevated Capital Advisors
Utah
$404K -$266K -1,510 -37%
BTW
1714
Boston Trust Walden
Massachusetts
$402K -$70.3K -400 -13%
MCWA
1715
Meadow Creek Wealth Advisors
Georgia
$401K -$87.9K -500 -16%
AG
1716
AmeriFlex Group
Nevada
$400K +$19.9K +113 +5%
FWI
1717
Facet Wealth Inc
Maryland
$400K -$8.62K -49 -2%
BIG
1718
Brookwood Investment Group
Arizona
$398K +$187K +1,065 +72%
FPH
1719
Financial Planning Hawaii
Hawaii
$397K +$94.4K +537 +27%
VWM
1720
Vigil Wealth Management
Florida
$397K +$445K +2,533 New
SEIA
1721
Signature Estate & Investment Advisors
California
$395K -$137K -778 -24%
SFG
1722
SNS Financial Group
Minnesota
$395K +$443K +2,519 New
CPSAC
1723
Chas P. Smith & Associates (CPS)
Florida
$394K +$2.99K +17 +0.7%
GH
1724
GAM Holding
Switzerland
$393K +$3.87K +22 +0.9%
CPW
1725
Catalyst Private Wealth
California
$393K +$16.9K +96 +4%
67 68
69
70 71