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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JSW
1826
Journey Strategic Wealth
New Jersey
$522K +$355K +1,326 +188%
RH
1827
RFG Holdings
Texas
$522K +$239K +893 +79%
NFA
1828
Northern Financial Advisors
Michigan
$520K -$1.61K -6 -0.3%
CA
1829
Crewe Advisors
Utah
$519K +$7.76K +29 +1%
PWS
1830
Peterson Wealth Services
Utah
$518K +$8.56K +32 +2%
VC
1831
Vicus Capital
Pennsylvania
$518K +$44.7K +167 +9%
BC
1832
Brio Consultants
California
$516K -$86.7K -324 -14%
JIC
1833
Joel Isaacson & Co
New York
$515K +$15K +56 +3%
AIMC
1834
Alley Investment Management Company
Illinois
$515K -$16.1K -60 -3%
CC
1835
Callan Capital
California
$515K -$58.9K -220 -10%
PP
1836
Pegasus Partners
Wisconsin
$515K +$179K +668 +50%
HNB
1837
Hilltop National Bank
Wyoming
$515K +$268 +1 +0%
NFA
1838
Northwest Financial Advisors
Virginia
$515K -$42.8K -160 -7%
CP
1839
Covenant Partners
Tennessee
$514K – – –
MUAMU
1840
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$514K -$2.94M -11,000 -85%
ISWM
1841
Independent Solutions Wealth Management
New York
$513K -$1.49M -5,555 -74%
CWM
1842
Connecticut Wealth Management
Connecticut
$512K +$19.8K +74 +4%
GC
1843
Gratus Capital
Georgia
$512K +$180K +672 +51%
PCM
1844
Pointe Capital Management
Michigan
$511K +$1.07K +4 +0.2%
EWA
1845
Encompass Wealth Advisors
Oregon
$507K +$13.1K +49 +3%
DOA
1846
D'Orazio & Associates
Virginia
$507K +$1.07K +4 +0.2%
RIM
1847
Redwood Investment Management
Arizona
$505K -$1.25M -4,685 -69%
WPC
1848
White Pine Capital
Minnesota
$505K +$11.5K +43 +2%
EL
1849
EWA LLC
Pennsylvania
$504K +$3.75K +14 +0.7%
SFG
1850
Synergy Financial Group
California
$503K +$1.61K +6 +0.3%
72 73
74
75 76