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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1776
Waypoint Wealth Partners
California
$256K – – –
CCA
1777
Cobblestone Capital Advisors
New York
$255K -$2.12K -12 -0.8%
BBW
1778
Blue Barn Wealth
Utah
$255K +$7.77K +44 +3%
JGIA
1779
Jackson Grant Investment Advisers
Connecticut
$254K -$20.7K -117 -7%
AWG
1780
Altus Wealth Group
Colorado
$254K -$5.12K -29 -3%
BFG
1781
Berger Financial Group
Minnesota
$254K +$17.3K +98 +7%
CH
1782
Canton Hathaway
Rhode Island
$254K +$17.7K +100 +7%
NF
1783
NTB Financial
Colorado
$253K +$270K +1,530 New
WPC
1784
Waters Parkerson & Co
Louisiana
$251K +$100K +566 +59%
KW
1785
KWB Wealth
California
$250K -$7.95K -45 -3%
GD
1786
Grandfield & Dodd
New York
$250K +$1.77K +10 +0.7%
XT
1787
XTX Topco
Cayman Islands
$249K -$195K -1,106 -42%
MCM
1788
Mengis Capital Management
Oregon
$249K – – –
FFG
1789
Ford Financial Group
California
$248K -$177 -1 -0.1%
NME
1790
Notis-McConarty Edward
$248K – – –
BCM
1791
Brasada Capital Management
Texas
$248K +$265K +1,500 New
CAGAS
1792
Capital Advisory Group Advisory Services
Minnesota
$247K -$215K -1,216 -45%
BB
1793
Busey Bank
Illinois
$247K +$7.07K +40 +3%
HWA
1794
Heritage Wealth Advisors
Virginia
$246K – – –
TF
1795
Trek Financial
Arizona
$245K +$89.1K +504 +51%
FAM
1796
Formidable Asset Management
Ohio
$244K -$2.83K -16 -1%
CWM
1797
CCG Wealth Management
California
$244K +$707 +4 +0.3%
HKIMG
1798
Hutchens & Kramer Investment Management Group
Indiana
$244K +$9.72K +55 +4%
AC
1799
ASB Consultores
Florida
$243K -$148K -837 -36%
CIP
1800
Convergence Investment Partners
Florida
$243K -$10.8K -61 -4%
70 71
72
73 74