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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1701
BIP Wealth
Georgia
$667K +$20.9K +78 +3%
DWM
1702
Drive Wealth Management
Utah
$665K +$13.4K +50 +2%
BFA
1703
Beaumont Financial Advisors
Massachusetts
$664K +$30.2K +113 +5%
IC
1704
Inscription Capital
Texas
$663K +$6.96K +26 +1%
MFG
1705
Magnus Financial Group
New York
$660K +$99.5K +372 +17%
BWP
1706
Balboa Wealth Partners
Arizona
$659K +$279K +1,044 +69%
GSIAS
1707
Garden State Investment Advisory Services
New Jersey
$658K +$57.8K +216 +9%
NRC
1708
New Republic Capital
North Carolina
$657K +$117K +437 +21%
GWM
1709
Greenwich Wealth Management
Connecticut
$657K -$1.61K -6 -0.2%
WCM
1710
Windsor Capital Management
Arizona
$657K +$265K +992 +63%
KA
1711
Kozak & Associates
Colorado
$656K – – –
SOW
1712
State of Wyoming
Wyoming
$656K +$240K +897 +54%
FNBT
1713
FineMark National Bank & Trust
Florida
$656K -$1.13M -4,223 -62%
HIF
1714
Hill Island Financial
Michigan
$655K -$29.7K -111 -4%
KFI
1715
Key Financial Inc
Pennsylvania
$655K – – –
GTAM
1716
Global Trust Asset Management
Florida
$652K -$35.6K -133 -5%
OL
1717
OneFund LLC
Florida
$652K +$6.42K +24 +1%
KFA
1718
Kapstone Financial Advisors
Ohio
$651K -$37.2K -139 -5%
JC
1719
JB Capital
Connecticut
$651K +$107K +400 +19%
PEA
1720
Park Edge Advisors
Ohio
$650K -$310K -1,158 -31%
CPW
1721
Catalyst Private Wealth
California
$649K +$142K +532 +27%
BFWM
1722
Bright Futures Wealth Management
New York
$648K +$197K +735 +38%
AIMA
1723
Ables Iannone Moore & Associates
Georgia
$646K -$5.35K -20 -0.8%
SB
1724
Sunflower Bank
Texas
$646K -$15.8K -59 -2%
CWS
1725
Confluence Wealth Services
Pennsylvania
$646K +$109K +408 +19%
67 68
69
70 71