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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
1851
BlueSpruce Investments
Illinois
$647K -$229M -907,189 -100%
OL
1852
OneFund LLC
Florida
$641K +$25.7K +102 +4%
AT
1853
Avalon Trust
New Mexico
$638K +$13.4K +53 +2%
FSA
1854
Financial Sense Advisors
California
$637K -$45.1K -179 -6%
EWM
1855
Evermay Wealth Management
Virginia
$637K +$19.7K +78 +3%
RFN
1856
Redwood Financial Network
Ohio
$637K +$118K +469 +21%
SFI
1857
SPC Financial Inc
Maryland
$637K +$8.57K +34 +1%
WPW
1858
Watershed Private Wealth
Illinois
$636K -$92.3K -366 -12%
KAM
1859
Karani Asset Management
New York
$636K +$50.7K +201 +8%
KIM
1860
Kestra Investment Management
Texas
$635K -$183K -724 -21%
NWMG
1861
National Wealth Management Group
Ohio
$634K +$373K +1,478 +123%
CWM
1862
Cabot Wealth Management
Massachusetts
$634K -$2.13M -8,429 -76%
PFBT
1863
Parkside Financial Bank & Trust
Missouri
$634K -$58.8K -233 -8%
CRWM
1864
Castle Rock Wealth Management
California
$633K +$18.9K +75 +3%
SPWG
1865
Sage Private Wealth Group
Illinois
$630K +$108K +428 +19%
CWG
1866
Crown Wealth Group
North Carolina
$628K -$10.3K -41 -2%
PTP
1867
Platform Technology Partners
New York
$628K -$1.13M -4,472 -63%
BW
1868
BIP Wealth
Georgia
$628K +$131K +520 +24%
MA
1869
Montag & Associates
Georgia
$626K -$4.76M -18,870 -88%
VCA
1870
Verdence Capital Advisors
Maryland
$625K +$43.4K +172 +8%
AWA
1871
AGH Wealth Advisors
Kansas
$624K -$101K -402 -13%
MFA
1872
Mayflower Financial Advisors
Massachusetts
$624K -$190K -753 -22%
RGC
1873
Roberts, Glore & Co
Illinois
$622K +$152K +603 +30%
RFP
1874
Root Financial Partners
California
$622K -$167K -661 -20%
TC
1875
TownSquare Capital
Utah
$621K -$650K -2,579 -50%
73 74
75
76 77