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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1701
Moss Adams Wealth Advisors
Washington
$913K +$27.6K +111 +3%
FFS
1702
Founders Financial Securities
Maryland
$911K – – –
AWM
1703
Aviso Wealth Management
Washington
$907K -$42.7K -172 -5%
KHCM
1704
Kirtland Hills Capital Management
Ohio
$907K -$291K -1,171 -25%
WG
1705
Winton Group
United Kingdom
$905K -$1.98M -7,978 -70%
EWA
1706
Eagle Wealth Advisors
Connecticut
$903K +$846K +3,403 New
ACA
1707
Anchor Capital Advisors
Massachusetts
$903K -$9.96M -40,092 -92%
CAG
1708
Csenge Advisory Group
Florida
$901K +$74.8K +301 +10%
LBA
1709
Letko, Brosseau & Associates
Quebec, Canada
$901K +$845K +3,400 New
FFG
1710
Fiduciary Financial Group
California
$900K -$74.3K -299 -8%
AWAG
1711
ARS Wealth Advisors Group
Florida
$899K -$45K -181 -5%
KSB
1712
Kennebec Savings Bank
Maine
$895K -$32.3K -130 -4%
EMC
1713
Everest Management Corp
California
$894K +$994 +4 +0.1%
MWM
1714
Maridea Wealth Management
New York
$892K +$190K +766 +29%
AGP
1715
Aspire Growth Partners
Florida
$890K +$1.24K +5 +0.1%
WPW
1716
Waldron Private Wealth
Pennsylvania
$885K -$69.8K -281 -8%
PCM
1717
Pointe Capital Management
Michigan
$885K -$37.5K -151 -4%
EWA
1718
Etesian Wealth Advisors
Oregon
$885K -$130K -522 -14%
ACMA
1719
Arbor Capital Management (Alaska)
Alaska
$884K +$12.7K +51 +2%
CWS
1720
Cypress Wealth Services
California
$882K +$93.9K +378 +13%
AFM
1721
Abbot Financial Management
Massachusetts
$879K +$6.21K +25 +0.8%
PWM
1722
Prosperity Wealth Management
California
$876K +$822K +3,306 New
FFA
1723
Florida Financial Advisors
Florida
$873K +$468K +1,884 +133%
IC
1724
Inscription Capital
Texas
$871K +$215K +867 +36%
PFWA
1725
Paces Ferry Wealth Advisors
Georgia
$870K -$17.6K -71 -2%
67 68
69
70 71