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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1701
Carnegie Investment Counsel
Ohio
$427K -$55.3K -256 -11%
CCS
1702
Concentric Capital Strategies
Connecticut
$427K -$272K -1,257 -37%
APW
1703
Austin Private Wealth
Texas
$427K +$29.8K +138 +7%
SFO
1704
Stokes Family Office
Louisiana
$426K -$12.1K -56 -3%
CIM
1705
CIM Investment Management
Pennsylvania
$426K -$11.9K -55 -3%
MMPW
1706
Mitchell McLeod Pugh & Williams
Alabama
$425K – – –
PWMG
1707
Provence Wealth Management Group
California
$424K +$9.72K +45 +2%
BFPW
1708
BOK Financial Private Wealth
Colorado
$422K – – –
TC
1709
Truvestments Capital
Florida
$421K +$15.1K +70 +3%
FC
1710
Fulcrum Capital
Washington
$418K -$134K -622 -23%
AIMC
1711
Alley Investment Management Company
Illinois
$418K +$13K +60 +3%
WAAG
1712
Wealth Alliance Advisory Group
Kansas
$417K +$39.3K +182 +10%
SSWM
1713
Sheets Smith Wealth Management
North Carolina
$416K +$444K +2,053 New
SWP
1714
Strategic Wealth Partners
Ohio
$416K +$11.9K +55 +3%
IF
1715
Intrua Financial
Texas
$414K -$8.21K -38 -2%
CFSG
1716
Community Financial Services Group
Vermont
$413K +$441K +2,039 New
IGGA
1717
Iron Gate Global Advisors
Utah
$413K -$13.2K -61 -3%
BBW
1718
Blue Barn Wealth
Utah
$408K +$1.73K +8 +0.4%
TSS
1719
Two Sigma Securities
New York
$408K -$7.59M -35,148 -95%
EFS
1720
Essex Financial Services
Connecticut
$408K +$1.08K +5 +0.2%
BC
1721
Brio Consultants
California
$408K +$87.5K +405 +25%
PWS
1722
Peterson Wealth Services
Utah
$405K +$19.9K +92 +5%
GFS
1723
GYL Financial Synergies
Connecticut
$404K +$17.5K +81 +4%
EHWM
1724
Eads & Heald Wealth Management
Georgia
$404K -$21.6K -100 -5%
RA
1725
Rational Advisors
New York
$403K -$1.14M -5,274 -73%
67 68
69
70 71