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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Crewe Advisors
Utah
$369K +$268K +953 +191%
RIM
1827
Rockbridge Investment Management
New York
$368K +$281 +1 +0.1%
VC
1828
Veery Capital
Delaware
$367K -$71.4K -254 -15%
SXL
1829
Summit X LLC
Missouri
$367K -$45.2K -161 -10%
BBW
1830
Blue Barn Wealth
Utah
$367K -$8.15K -29 -2%
WMA
1831
West Michigan Advisors
Michigan
$367K +$406K +1,446 New
WAG
1832
Winthrop Advisory Group
Massachusetts
$366K +$2.81K +10 +0.7%
WDL
1833
Well Done LLC
Michigan
$366K +$43.6K +155 +12%
CAIMH
1834
Central Asset Investments & Management Holdings
Hong Kong
$365K +$95.5K +340 +31%
PSP
1835
Principal Street Partners
Tennessee
$364K +$17.1K +61 +4%
TWA
1836
TCI Wealth Advisors
Arizona
$363K -$8.15K -29 -2%
CWM
1837
Connecticut Wealth Management
Connecticut
$361K -$59.9K -213 -13%
CCMW
1838
Cypress Capital Management (Wyoming)
Wyoming
$361K – – –
CWS
1839
Confluence Wealth Services
Pennsylvania
$361K +$400K +1,423 New
MSA
1840
Marino Stram & Associates
Massachusetts
$359K – – –
HIF
1841
Hill Island Financial
Michigan
$357K +$395K +1,405 New
PFA
1842
Pathway Financial Advisors
Vermont
$356K +$430K +1,532 New
ZIC
1843
ZWJ Investment Counsel
Georgia
$355K – – –
OIS
1844
Okabena Investment Services
Minnesota
$354K – – –
JCM
1845
Janney Capital Management
Pennsylvania
$353K +$76.7K +273 +24%
SAM
1846
Synergy Asset Management
Washington
$353K +$111K +396 +40%
LF
1847
Lantz Financial
Illinois
$352K -$10.1K -36 -3%
CWP
1848
Concord Wealth Partners
Virginia
$351K +$255K +909 +192%
SA
1849
Syntax Advisors
New York
$351K +$388K +1,382 New
VCG
1850
Vantage Consulting Group
Virginia
$351K +$388K +1,382 New
72 73
74
75 76