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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AMPWP
1776
Alvarez & Marsal Private Wealth Partners
Florida
$348K -$11.4K -65 -3%
EA
1777
Everpar Advisors
Oklahoma
$348K -$215K -1,221 -35%
SC
1778
Summa Corp
Texas
$347K -$62.1K -353 -14%
IP
1779
Intellectus Partners
California
$347K -$40.3K -229 -9%
MLL
1780
Moody Lynn & Lieberson
Massachusetts
$347K -$404K -2,298 -51%
TPWA
1781
Twin Peaks Wealth Advisors
California
$346K -$184K -1,048 -32%
PWM
1782
Pines Wealth Management
North Carolina
$346K -$9.14K -52 -2%
LW
1783
Lauer Wealth
Indiana
$346K +$363K +2,065 New
EWA
1784
Etesian Wealth Advisors
Oregon
$346K -$23.4K -133 -6%
GWM
1785
Greenwich Wealth Management
Connecticut
$345K -$19.7K -112 -5%
EFS
1786
Essex Financial Services
Connecticut
$345K -$529K -3,009 -58%
GDP
1787
Great Diamond Partners
Maine
$344K -$1.23K -7 -0.3%
BFA
1788
Beacon Financial Advisory
Ohio
$344K -$129K -731 -25%
CA
1789
Calton & Associates
Florida
$344K -$59.3K -337 -13%
WI
1790
WrapManager Inc
California
$343K -$39.6K -225 -9%
GWS
1791
Greykasell Wealth Strategies
California
$343K -$138K -784 -26%
CFO
1792
Cambient Family Office
Michigan
$342K -$3.17K -18 -0.8%
AA
1793
Acorns Advisers
California
$342K +$78.8K +448 +26%
IWA
1794
Icon Wealth Advisors
Texas
$342K -$654K -3,722 -63%
MAG
1795
Meadowbrook Advisors Group
New Jersey
$341K -$211K -1,200 -36%
MWA
1796
MN Wealth Advisors
Kansas
$341K -$127K -724 -25%
KFAS
1797
Keating Financial Advisory Services
Kansas
$341K -$26.4K -150 -6%
APIM
1798
Agate Pass Investment Management
Washington
$340K -$621K -3,531 -62%
QWM
1799
Quadcap Wealth Management
Texas
$340K +$5.8K +33 +2%
IIM
1800
Ipswich Investment Management
Massachusetts
$340K -$34.6K -197 -8%
70 71
72
73 74