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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
1776
Warm Springs Advisors
California
$796K – – –
MFC
1777
Mechanics Financial Corp
Ohio
$796K +$24.9K +100 +3%
FWP
1778
Forefront Wealth Partners
Texas
$795K +$12.9K +52 +2%
CIAS
1779
Capital Investment Advisory Services
North Carolina
$794K +$134K +540 +22%
RIL
1780
Rothschild Investment LLC
Illinois
$792K -$187K -753 -20%
WFA
1781
WJ Financial Advisors
Connecticut
$791K +$249 +1 +0%
WPWM
1782
Western Pacific Wealth Management
Illinois
$790K +$61.9K +249 +9%
3IP
1783
3Chopt Investment Partners
Virginia
$787K -$234K -940 -24%
BB
1784
Burford Brothers
Texas
$784K -$195K -783 -21%
ZIG
1785
Zullo Investment Group
Pennsylvania
$783K +$19.4K +78 +3%
OWG
1786
Oxford Wealth Group
Florida
$780K +$732K +2,946 New
CH
1787
Cromwell Holdings
Wyoming
$780K +$29.3K +118 +4%
BWA
1788
Blodgett Wealth Advisors
California
$778K -$68.3K -275 -9%
AFT
1789
Alpha Family Trust
California
$778K – – –
IA
1790
IFG Advisory
Georgia
$777K +$146K +588 +25%
BCM
1791
Bienville Capital Management
New York
$776K – – –
WAOI
1792
Wealth Advisors of Iowa
Iowa
$774K -$1.74K -7 -0.2%
HBW
1793
Hazlett, Burt & Watson
West Virginia
$772K -$83.5K -336 -10%
HIC
1794
Holderness Investments Company
North Carolina
$771K -$113K -454 -13%
APW
1795
Aventura Private Wealth
Florida
$771K -$107K -431 -13%
MWM
1796
Modern Wealth Management
Kansas
$770K +$75.5K +304 +12%
NL
1797
NWAM LLC
Washington
$770K -$54.7K -220 -6%
MIC
1798
Meridian Investment Counsel
California
$770K -$81.3K -327 -10%
UCB
1799
United Community Bank
South Carolina
$769K -$353K -1,421 -33%
AWM
1800
Aries Wealth Management
Maine
$769K +$9.94K +40 +1%
70 71
72
73 74