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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GMF
1851
Grace & Mercy Foundation
New York
$547K -$1.41M -5,500 -73%
LWM
1852
Latko Wealth Management
Illinois
$547K +$512K +2,000 New
TW
1853
Traveka Wealth
California
$546K +$19.7K +77 +4%
SFI
1854
SPC Financial Inc
Maryland
$546K +$18.2K +71 +4%
NFA
1855
Northwest Financial Advisors
Virginia
$544K -$4.1K -16 -0.8%
TA
1856
TFB Advisors
Kansas
$544K +$16.1K +63 +3%
IF
1857
Intrua Financial
Texas
$541K +$23.6K +92 +5%
CWM
1858
Connecticut Wealth Management
Connecticut
$539K -$5.63K -22 -1%
DOA
1859
D'Orazio & Associates
Virginia
$539K -$512 -2 -0.1%
HNB
1860
Hilltop National Bank
Wyoming
$539K -$8.71K -34 -2%
FWM
1861
Focused Wealth Management
New York
$538K +$21.3K +83 +4%
FIA
1862
FNY Investment Advisers
New York
$538K +$504K +1,966 New
CPWM
1863
Cypress Point Wealth Management
Texas
$537K +$22.3K +87 +5%
CPA
1864
Capital Performance Advisors
California
$537K +$66.6K +260 +15%
LRWA
1865
Long Run Wealth Advisors
New York
$537K +$503K +1,962 New
WC
1866
Waterloo Capital
Texas
$537K +$110K +429 +28%
CA
1867
Carson Advisory
Georgia
$535K +$4.61K +18 +0.9%
SCI
1868
Silver Coast Investments
United States
$535K +$10.2K +40 +2%
PW
1869
Peninsula Wealth
California
$535K +$29.2K +114 +7%
SMFG
1870
Sumitomo Mitsui Financial Group
Japan
$534K -$50.5K -197 -9%
FFA
1871
Fi3 Financial Advisors
Indiana
$533K +$193K +752 +63%
CC
1872
Copperleaf Capital
North Carolina
$531K +$19K +74 +4%
RFP
1873
Root Financial Partners
California
$529K +$38.4K +150 +8%
AWAP
1874
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$527K +$42.8K +167 +9%
SPWG
1875
Sage Private Wealth Group
Illinois
$527K +$37.1K +145 +8%
73 74
75
76 77