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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1776
Legacy Advisors
Pennsylvania
$493K -$120K -578 -18%
AWAU
1777
Alliance Wealth Advisors (Utah)
Utah
$493K -$202K -975 -27%
CWP
1778
Cyndeo Wealth Partners
Florida
$493K +$4.56K +22 +0.8%
CA
1779
CoreCap Advisors
Michigan
$493K +$167K +806 +44%
DIP
1780
Davis Investment Partners
North Carolina
$493K +$60.3K +291 +12%
TAM
1781
Tucker Asset Management
Colorado
$492K +$470K +2,269 +623%
MCP
1782
Mirador Capital Partners
California
$488K -$102K -494 -16%
W
1783
WealthCollab
Washington
$487K -$4.97K -24 -0.9%
OL
1784
OneFund LLC
Florida
$487K -$49.1K -237 -8%
GSB
1785
Greenfield Savings Bank
Massachusetts
$487K +$36.7K +177 +7%
SP
1786
SmartHarvest Portfolios
Washington
$486K -$131K -631 -19%
FWI
1787
Facet Wealth Inc
Maryland
$486K +$56.4K +272 +12%
FIA
1788
FNY Investment Advisers
New York
$485K -$800K -3,860 -60%
CPWM
1789
Cypress Point Wealth Management
Texas
$485K +$218K +1,054 +68%
SCI
1790
Silver Coast Investments
United States
$484K +$63.6K +307 +13%
HI
1791
Hudock Inc
Pennsylvania
$481K +$236K +1,140 +79%
MA
1792
MCF Advisors
Kentucky
$480K +$332K +1,603 +165%
SC
1793
Summa Corp
Texas
$480K -$28.6K -138 -5%
AA
1794
Apriem Advisors
California
$480K +$125K +605 +31%
BWM
1795
Baron Wealth Management
Michigan
$479K +$23.8K +115 +5%
TGAM
1796
TBH Global Asset Management
Tennessee
$478K -$294K -1,417 -36%
AWM
1797
Accurate Wealth Management
Florida
$478K +$126K +606 +26%
RFN
1798
Redwood Financial Network
Ohio
$477K -$16.4K -79 -3%
WPC
1799
White Pine Capital
Minnesota
$476K -$2.07K -10 -0.4%
FFM
1800
Forum Financial Management
Illinois
$473K -$1.23M -5,951 -70%
70 71
72
73 74