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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
1826
Waypoint Wealth Partners
California
$313K – – –
FPAS
1827
Focus Partners Advisor Solutions
Missouri
$313K +$334K +1,546 New
CWA
1828
Clarity Wealth Advisors
California
$312K +$2.81K +13 +0.9%
AA
1829
Addison Advisors
Vermont
$311K +$15.3K +71 +5%
SIM
1830
SSI Investment Management
California
$311K -$3.24K -15 -1%
PFA
1831
Pathway Financial Advisors
Vermont
$311K – – –
WDG
1832
Wealth Dimensions Group
Ohio
$310K -$29.4K -136 -8%
RFO
1833
RiverGlades Family Offices
Florida
$309K – – –
WF
1834
Wayfinding Financial
Washington
$308K -$4.11K -19 -1%
PW
1835
Peninsula Wealth
California
$307K -$30K -139 -8%
LDB
1836
Lee, Danner & Bass
Tennessee
$307K – – –
MSA
1837
Marino Stram & Associates
Massachusetts
$307K – – –
FWM
1838
FFT Wealth Management
Pennsylvania
$307K +$57.9K +268 +22%
RIS
1839
Retirement Income Solutions
Michigan
$306K – – –
JCM
1840
Jacobsen Capital Management
Utah
$306K +$648 +3 +0.2%
FHC
1841
First Heartland Consultants
Missouri
$305K +$33.5K +155 +11%
AAP
1842
Aristotle Atlantic Partners
Florida
$304K – – –
AGA
1843
Arkos Global Advisors
Texas
$304K +$324K +1,498 New
CH
1844
Canton Hathaway
Rhode Island
$302K -$2.16K -10 -0.7%
BDS
1845
Banco de Sabadell
Florida
$302K +$38.9K +180 +14%
AWE
1846
Avidian Wealth Enterprises
Texas
$302K -$8.43M -39,026 -96%
HNW
1847
High Note Wealth
Minnesota
$302K +$10.6K +49 +3%
CCM
1848
Carlson Capital Management
Minnesota
$301K +$321K +1,485 New
CM
1849
Capula Management
Cayman Islands
$301K +$320K +1,482 New
JSL
1850
JT Stratford LLC
Georgia
$300K -$562K -2,601 -64%
72 73
74
75 76