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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1701
Cornerstone Wealth Management
Missouri
$1.28M -$139K -437 -10%
AWM
1702
Angeles Wealth Management
California
$1.28M +$34.8K +109 +3%
GWP
1703
Gen-Wealth Partners
Michigan
$1.28M -$36.4K -114 -3%
SFG
1704
Shum Financial Group
California
$1.28M -$24.9K -78 -2%
CIA
1705
Cape Investment Advisory
Georgia
$1.28M -$2.55K -8 -0.2%
AIM
1706
Anchor Investment Management
South Carolina
$1.27M -$155K -486 -11%
IW
1707
IronOak Wealth
Texas
$1.27M +$1.21M +3,797 New
CAG
1708
Csenge Advisory Group
Florida
$1.27M -$214K -670 -15%
WI
1709
WrapManager Inc
California
$1.27M +$7.34K +23 +0.6%
NL
1710
NWAM LLC
Washington
$1.26M -$138K -432 -10%
OPTFSNA
1711
Old Point Trust & Financial Services N A
Virginia
$1.26M +$16K +50 +1%
OIM
1712
Oder Investment Management
California
$1.26M -$2.87K -9 -0.2%
AB
1713
ANB Bank
Colorado
$1.26M +$1.2M +3,754 New
LFG
1714
Larson Financial Group
Missouri
$1.25M -$166K -520 -12%
SAM
1715
Strive Asset Management
Ohio
$1.24M +$1.19M +3,722 New
APC
1716
Aspire Private Capital
North Carolina
$1.24M +$4.79K +15 +0.4%
MI
1717
Motiv8 Investments
Florida
$1.24M +$185K +579 +18%
FTUS
1718
Flow Traders U.S.
New York
$1.24M +$1.18M +3,701 New
OP
1719
ORG Partners
Indiana
$1.23M +$60.3K +189 +5%
KIM
1720
Kestra Investment Management
Texas
$1.23M +$284K +891 +32%
SWM
1721
Seed Wealth Management
Illinois
$1.23M – – –
JSW
1722
Journey Strategic Wealth
New Jersey
$1.23M +$17.2K +54 +1%
CWA
1723
Consilium Wealth Advisory
Texas
$1.23M -$7.66K -24 -0.6%
BWM
1724
Baron Wealth Management
Michigan
$1.23M -$3.19K -10 -0.3%
VWA
1725
Visionary Wealth Advisors
Illinois
$1.23M +$136K +427 +13%
67 68
69
70 71