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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TRIA
1701
Trail Ridge Investment Advisors
Colorado
$217K -$4.96K -34 -2%
LWM
1702
LJI Wealth Management
Indiana
$217K +$238K +1,634 New
6F
1703
626 Financial
Michigan
$216K +$238K +1,632 New
SFG
1704
Sovereign Financial Group
Connecticut
$215K +$236K +1,618 New
CWM
1705
Centurion Wealth Management
Virginia
$215K +$236K +1,618 New
IUHSA
1706
Itau Unibanco Holding S.A.
Brazil
$214K +$133K +913 +130%
HP
1707
Hyperion Partners
Pennsylvania
$213K +$235K +1,608 New
SWP
1708
Semus Wealth Partners
Florida
$213K +$234K +1,603 New
CPA
1709
Capital Performance Advisors
California
$212K -$3.65K -25 -2%
LOAMU
1710
Lombard Odier Asset Management (USA)
New York
$212K +$233K +1,600 New
PWPS
1711
Pinnacle Wealth Planning Services
Ohio
$211K -$200K -1,369 -46%
RCA
1712
Resonant Capital Advisors
Wisconsin
$211K +$232K +1,593 New
SOW
1713
State of Wyoming
Wyoming
$211K +$232K +1,590 +79,500%
DU
1714
Delphia (USA)
Ontario, Canada
$210K -$58.1K -398 -20%
MA
1715
MONECO Advisors
Connecticut
$209K +$2.48K +17 +1%
ACA
1716
Affinity Capital Advisors
California
$209K +$22.3K +153 +11%
WRM
1717
Weybosset Research & Management
Rhode Island
$209K – – –
JSW
1718
Journey Strategic Wealth
New Jersey
$209K +$230K +1,573 New
CAAS
1719
Capital Asset Advisory Services
Michigan
$208K -$6.28K -43 -3%
LSPW
1720
Lake Street Private Wealth
Illinois
$205K -$122K -836 -35%
SIA
1721
Strategic Investment Advisors
Michigan
$205K +$226K +1,547 New
RCM
1722
RNC Capital Management
California
$205K -$70.6K -484 -24%
WWP
1723
Waypoint Wealth Partners
California
$205K – – –
BW
1724
Bison Wealth
Georgia
$205K -$23.1K -158 -11%
QC
1725
QCM Cayman
Texas
$204K +$225K +1,541 New
67 68
69
70 71