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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1851
Sentinus LLC
Illinois
$305K -$310K -1,764 -47%
NIWA
1852
New Insight Wealth Advisors
California
$305K -$39K -222 -10%
MC
1853
Matters Capital
Florida
$303K -$460K -2,614 -57%
WA
1854
WBH Advisory
Maryland
$303K -$3.52K -20 -1%
VCP
1855
Verus Capital Partners
Arizona
$302K -$39.6K -225 -10%
DI
1856
DRH Investments
California
$302K +$339K +1,929 New
BI
1857
Beckerman Institutional
New Jersey
$302K +$1.41K +8 +0.4%
BFPW
1858
BOK Financial Private Wealth
Colorado
$301K +$8.97K +51 +3%
VFG
1859
V2 Financial group
Illinois
$301K -$3.69K -21 -1%
RIP
1860
RAM Investment Partners
Washington
$301K -$35.5K -202 -10%
LWM
1861
Liberty Wealth Management
California
$301K – – –
GWP
1862
Gateway Wealth Partners
Wisconsin
$300K -$311K -1,766 -48%
SFG
1863
Synergy Financial Group
California
$299K -$19.5K -111 -5%
AWA
1864
AGH Wealth Advisors
Kansas
$298K -$20.6K -117 -6%
CSPIA
1865
Cary Street Partners Investment Advisory
Virginia
$297K -$156K -886 -32%
KA
1866
Klingman & Associates
New York
$297K -$76.8K -437 -19%
CAG
1867
Csenge Advisory Group
Florida
$297K -$55K -313 -14%
1WM
1868
1900 Wealth Management
Texas
$297K +$142K +808 +74%
GAA
1869
Global Assets Advisory
Florida
$296K +$30.4K +173 +11%
BWS
1870
Broadway Wealth Solutions
Texas
$295K -$24.8K -141 -7%
AAA
1871
American Alpha Advisors
New York
$295K +$879 +5 +0.3%
RC
1872
Rexford Capital
Texas
$295K -$30.1K -171 -8%
I
1873
InceptionR
California
$295K -$86.3K -491 -21%
PSP
1874
Pacific Sage Partners
Washington
$294K +$13.2K +75 +4%
FFA
1875
Fi3 Financial Advisors
Indiana
$294K -$183K -1,042 -59%
73 74
75
76 77