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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAG
1726
Csenge Advisory Group
Florida
$989K -$42.5K -159 -4%
MAM
1727
MWA Asset Management
Massachusetts
$989K +$6.42K +24 +0.7%
CWM
1728
Connecticut Wealth Management
Connecticut
$988K +$802 +3 +0.1%
OPW
1729
Oxler Private Wealth
New York
$986K -$15K -56 -2%
DWAM
1730
Duncan Williams Asset Management
Tennessee
$986K +$128K +480 +15%
TPWA
1731
Twin Peaks Wealth Advisors
California
$985K -$43K -161 -4%
CSA
1732
Cottage Street Advisors
Massachusetts
$984K -$91.7K -343 -9%
NIWA
1733
New Insight Wealth Advisors
California
$984K -$32.6K -122 -3%
BWA
1734
Bordeaux Wealth Advisors
California
$984K -$244K -911 -20%
MIM
1735
Moseley Investment Management
Florida
$982K -$16.8K -63 -2%
SGI
1736
Summit Global Investments
Utah
$981K – – –
RBC
1737
Romano Brothers & Co
Illinois
$981K -$101K -376 -9%
SIG
1738
Sky Investment Group
Connecticut
$980K +$17.4K +65 +2%
SFC
1739
SYM Financial Corp
Indiana
$979K -$283K -1,058 -23%
FSBI
1740
Fearless Solutions (Best Invest)
Texas
$979K +$13.1K +49 +1%
SIG
1741
Sargent Investment Group
Maryland
$976K -$76.2K -285 -7%
NAG
1742
Northstar Advisory Group
New Jersey
$976K -$1.72M -6,428 -64%
MAWA
1743
Moss Adams Wealth Advisors
Washington
$975K +$230K +860 +32%
AA
1744
Advisory Alpha
Michigan
$974K +$225K +843 +31%
PA
1745
Probity Advisors
Texas
$973K +$59.9K +224 +7%
CWP
1746
Curated Wealth Partners
California
$970K +$603K +2,257 +174%
SIA
1747
Soltis Investment Advisors
Utah
$962K +$196K +732 +26%
PFWA
1748
Paces Ferry Wealth Advisors
Georgia
$961K -$204K -764 -18%
FB
1749
First Bancorp
Maine
$956K -$38K -142 -4%
GSIAS
1750
Garden State Investment Advisory Services
New Jersey
$956K +$36.1K +135 +4%
68 69
70
71 72