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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1726
Waypoint Wealth Partners
California
$309K +$169 +1 +0.1%
IIC
1727
Ironwood Investment Counsel
Arizona
$309K +$261K +1,546 New
APWM
1728
Argonautica Private Wealth Management
Massachusetts
$307K – – –
JFA
1729
JNBA Financial Advisors
Minnesota
$306K -$507 -3 -0.2%
GA
1730
Geller Advisors
New York
$306K +$259K +1,533 New
PFA
1731
Pathway Financial Advisors
Vermont
$306K – – –
WPC
1732
Waters Parkerson & Co
Louisiana
$306K +$1.52K +9 +0.6%
FMII
1733
Farmers & Merchants Investments Inc
Nebraska
$306K +$6.92K +41 +3%
RFO
1734
RiverGlades Family Offices
Florida
$305K -$270K -1,600 -51%
MAM
1735
Meeder Asset Management
Ohio
$303K +$256K +1,518 New
CCA
1736
Childress Capital Advisors
Texas
$303K -$88.3K -523 -26%
KWMG
1737
King Wealth Management Group
Florida
$302K -$338K -2,000 -57%
CH
1738
Canton Hathaway
Rhode Island
$302K – – –
RIS
1739
Retirement Income Solutions
Michigan
$302K +$255K +1,510 New
MCM
1740
Mengis Capital Management
Oregon
$302K – – –
SCM
1741
Sitrin Capital Management
California
$300K -$2.7K -16 -1%
WF
1742
Wayfinding Financial
Washington
$300K -$23.5K -139 -8%
SWP
1743
Semus Wealth Partners
Florida
$300K -$17.2K -102 -6%
AAP
1744
Aristotle Atlantic Partners
Florida
$300K +$253K +1,500 New
SMC
1745
Smith, Moore & Co
Missouri
$299K +$253K +1,499 New
LWM
1746
Liberty Wealth Management
California
$299K +$257K +1,523 New
CWA
1747
Clarity Wealth Advisors
California
$297K +$251K +1,488 New
CA
1748
Continuum Advisory
Idaho
$296K +$250K +1,482 New
NPA
1749
Nichols & Pratt Advisers
Massachusetts
$296K +$250K +1,480 New
MSA
1750
Marino Stram & Associates
Massachusetts
$294K -$6.42K -38 -3%
68 69
70
71 72