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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1826
FAS Wealth Partners
Kansas
$707K -$52.2K -181 -7%
SCA
1827
St. Clair Advisors
Ohio
$707K +$57.7K +200 +9%
GSIAS
1828
Garden State Investment Advisory Services
New Jersey
$707K -$76.8K -266 -10%
ACM
1829
AlphaStar Capital Management
North Carolina
$705K +$675K +2,341 New
A
1830
AlphaQuest
New York
$704K +$674K +2,337 New
BC
1831
Brio Consultants
California
$702K +$100K +348 +18%
SPW
1832
Sonoma Private Wealth
California
$699K -$22.5K -78 -3%
PWP
1833
Perfromance Wealth Partners
Illinois
$698K -$13K -45 -2%
6F
1834
626 Financial
Michigan
$697K -$99.5K -345 -13%
HCM
1835
Hengehold Capital Management
Ohio
$694K -$28.9K -100 -4%
PA
1836
Parkside Advisors
California
$693K – – –
BCM
1837
BluePath Capital Management
Georgia
$692K +$80.5K +279 +14%
VWM
1838
Vivid Wealth Management
Iowa
$691K +$60K +208 +10%
WA
1839
WBH Advisory
Maryland
$690K +$37.5K +130 +6%
RPWA
1840
Regent Peak Wealth Advisors
Georgia
$687K -$27.1K -94 -4%
AT
1841
Avalon Trust
New Mexico
$687K – – –
MIC
1842
Meridian Investment Counsel
California
$687K +$49.1K +170 +8%
PHIC
1843
Pine Haven Investment Counsel
Massachusetts
$686K +$11.5K +40 +2%
AWM
1844
Aprio Wealth Management
Georgia
$682K +$173K +598 +36%
FRM
1845
Fox Run Management
Connecticut
$679K +$651K +2,256 New
VCM
1846
Virtue Capital Management
Tennessee
$679K +$662K +2,294 New
IWA
1847
IVC Wealth Advisors
Pennsylvania
$676K -$13.6K -47 -2%
NWA
1848
New World Advisors
Massachusetts
$675K -$2.02K -7 -0.3%
TCM
1849
Telos Capital Management
California
$675K -$65.8K -228 -9%
AFP
1850
Ausdal Financial Partners
Iowa
$673K +$68.4K +237 +12%
72 73
74
75 76