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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
1701
Boston Trust Walden
Massachusetts
$402K -$70.3K -400 -13%
MCWA
1702
Meadow Creek Wealth Advisors
Georgia
$401K -$87.9K -500 -16%
AG
1703
AmeriFlex Group
Nevada
$400K +$19.9K +113 +5%
FWI
1704
Facet Wealth Inc
Maryland
$400K -$8.62K -49 -2%
BIG
1705
Brookwood Investment Group
Arizona
$398K +$187K +1,065 +72%
FPH
1706
Financial Planning Hawaii
Hawaii
$397K +$94.4K +537 +27%
VWM
1707
Vigil Wealth Management
Florida
$397K +$445K +2,533 New
SEIA
1708
Signature Estate & Investment Advisors
California
$395K -$137K -778 -24%
SFG
1709
SNS Financial Group
Minnesota
$395K +$443K +2,519 New
GH
1710
GAM Holding
Switzerland
$393K +$3.87K +22 +0.9%
CPW
1711
Catalyst Private Wealth
California
$393K +$16.9K +96 +4%
EFG
1712
Embree Financial Group
Illinois
$392K -$609K -3,461 -58%
AA
1713
Apriem Advisors
California
$391K -$12.7K -72 -3%
V
1714
ViaWealth
Kansas
$390K -$386K -2,197 -47%
NI
1715
Natural Investments
California
$389K – – –
NMC
1716
Nine Masts Capital
Hong Kong
$388K +$435K +2,474 New
MEG
1717
Millstone Evans Group
Colorado
$387K +$703 +4 +0.2%
IIL
1718
Income Insurance Ltd
$387K -$70.3K -400 -14%
LA
1719
Legacy Advisors
Pennsylvania
$386K -$32.9K -187 -7%
DG
1720
DMC Group
Alabama
$385K +$131K +745 +44%
BWM
1721
Bernicke Wealth Management
Wisconsin
$383K -$74.9K -426 -15%
WA
1722
Wealth Alliance
New York
$381K -$76.7K -436 -15%
AI
1723
AdvisorShares Investments
Maryland
$381K – – –
AWAG
1724
ARS Wealth Advisors Group
Florida
$380K -$118K -671 -22%
OFA
1725
Orographic Financial Advisors
Colorado
$379K +$20.8K +118 +6%
67 68
69
70 71