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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RZH
1801
Relyea Zuckerberg Hanson
Connecticut
$607K +$67.9K +265 +14%
GLA
1802
Good Life Advisors
Pennsylvania
$607K +$149K +581 +36%
CIAS
1803
Capital Investment Advisory Services
North Carolina
$603K -$4.35K -17 -0.8%
AWE
1804
Avidian Wealth Enterprises
Texas
$603K +$172K +673 +44%
HL
1805
HeadInvest LLC
Maine
$601K -$3.84K -15 -0.7%
HCM
1806
Hengehold Capital Management
Ohio
$600K +$6.4K +25 +1%
MA
1807
Montag & Associates
Georgia
$596K – – –
WBCM
1808
Wilson & Boucher Capital Management
California
$595K +$218K +850 +64%
VCA
1809
Verdence Capital Advisors
Maryland
$595K +$56.1K +219 +11%
BFA
1810
Beacon Financial Advisory
Ohio
$594K +$134K +525 +32%
WA
1811
WBH Advisory
Maryland
$592K -$31.5K -123 -5%
RIP
1812
RAM Investment Partners
Washington
$592K +$6.92K +27 +1%
PWMAG
1813
Pinnacle Wealth Management Advisory Group
New Jersey
$591K +$30K +117 +6%
FPCP
1814
Fort Point Capital Partners
California
$591K +$5.38K +21 +1%
CWS
1815
Confluence Wealth Services
Pennsylvania
$589K -$91.7K -358 -14%
BC
1816
Brio Consultants
California
$588K +$36.1K +141 +7%
AF
1817
Apollon Financial
South Carolina
$588K +$5.12K +20 +0.9%
HHRDM
1818
H&H Retirement Design & Management
Nevada
$587K +$125K +489 +32%
ISWM
1819
Independent Solutions Wealth Management
New York
$586K +$37.1K +145 +7%
MSA
1820
Marino Stram & Associates
Massachusetts
$585K – – –
CC
1821
Centiva Capital
New York
$584K -$234K -912 -30%
WPWM
1822
Western Pacific Wealth Management
Illinois
$579K -$659K -2,573 -55%
LI
1823
LRI Investments
Florida
$579K +$6M +23,418 +1,511%
PWS
1824
Peterson Wealth Services
Utah
$579K +$25.9K +101 +5%
OWP
1825
ORG Wealth Partners
Texas
$578K +$541K +2,111 New
71 72
73
74 75