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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1726
Integrity Alliance
Iowa
$537K -$70.9K -342 -11%
MQWP
1727
Morey & Quinn Wealth Partners
Nebraska
$537K +$13.7K +66 +2%
RMP
1728
Richards, Merrill & Peterson
Washington
$536K -$283K -1,368 -32%
BWM
1729
Bernicke Wealth Management
Wisconsin
$536K -$49.5K -239 -8%
WA
1730
Wealth Alliance
New York
$536K -$553K -2,669 -48%
IIL
1731
Income Insurance Ltd
$536K – – –
KCM
1732
Kathmere Capital Management
Pennsylvania
$535K +$284K +1,371 +92%
4A
1733
4Wealth Advisors
Illinois
$535K +$167K +805 +39%
3IP
1734
3Chopt Investment Partners
Virginia
$534K -$21.5K -104 -4%
WSA
1735
Warm Springs Advisors
California
$534K -$29.4K -142 -5%
APW
1736
Aventura Private Wealth
Florida
$534K -$9.95K -48 -2%
CTA
1737
Clear Trail Advisors
Texas
$531K -$4.14K -20 -0.7%
PWM
1738
Purus Wealth Management
California
$531K +$84.9K +410 +17%
CCFM
1739
Clear Creek Financial Management
Washington
$530K +$20.3K +98 +4%
WFI
1740
West Family Investments
California
$529K -$37.1K -179 -6%
SCI
1741
S&CO Inc
Massachusetts
$529K – – –
SWASL
1742
Spartan Wealth Advisory Services LLC
Michigan
$529K +$587K +2,831 New
TC
1743
TFR Capital
Texas
$528K +$232K +1,119 +65%
CMTU
1744
Capital Markets Trading (UK)
United Kingdom
$528K -$161K -779 -22%
CWG
1745
Crown Wealth Group
North Carolina
$528K +$29K +140 +5%
FWA
1746
FSM Wealth Advisors
Ohio
$527K -$622 -3 -0.1%
BC
1747
Bridgefront Capital
Texas
$526K +$584K +2,818 New
FMLI
1748
Fukoku Mutual Life Insurance
Japan
$524K – – –
SOS
1749
Silver Oak Securities
Tennessee
$523K +$36.7K +177 +7%
BOM
1750
Bank of Marin
California
$523K -$356K -1,716 -38%
68 69
70
71 72