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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIP
1876
RAM Investment Partners
Washington
$301K -$35.5K -202 -10%
LWM
1877
Liberty Wealth Management
California
$301K – – –
GWP
1878
Gateway Wealth Partners
Wisconsin
$300K -$311K -1,766 -48%
TPW
1879
Talon Private Wealth
Florida
$300K -$413K -2,348 -55%
SFG
1880
Synergy Financial Group
California
$299K -$19.5K -111 -5%
AWA
1881
AGH Wealth Advisors
Kansas
$298K -$20.6K -117 -6%
CSPIA
1882
Cary Street Partners Investment Advisory
Virginia
$297K -$156K -886 -32%
KA
1883
Klingman & Associates
New York
$297K -$76.8K -437 -19%
CAG
1884
Csenge Advisory Group
Florida
$297K -$55K -313 -14%
1WM
1885
1900 Wealth Management
Texas
$297K +$142K +808 +74%
GAA
1886
Global Assets Advisory
Florida
$296K +$30.4K +173 +11%
BWS
1887
Broadway Wealth Solutions
Texas
$295K -$24.8K -141 -7%
AAA
1888
American Alpha Advisors
New York
$295K +$879 +5 +0.3%
RC
1889
Rexford Capital
Texas
$295K -$30.1K -171 -8%
I
1890
InceptionR
California
$295K -$86.3K -491 -21%
PSP
1891
Pacific Sage Partners
Washington
$294K +$13.2K +75 +4%
FFA
1892
Fi3 Financial Advisors
Indiana
$294K -$183K -1,042 -59%
HCP
1893
Hexagon Capital Partners
Arkansas
$293K +$82.6K +470 +34%
AP
1894
Appleton Partners
Massachusetts
$292K -$16.7K -95 -5%
CIP
1895
Castlefield Investment Partners
$292K +$58.4K +332 +22%
RLH
1896
RD Lewis Holdings
Florida
$291K -$21.1K -120 -8%
OAM
1897
Oxford Asset Management
United Kingdom
$290K +$325K +1,851 New
MP
1898
Moment Partners
California
$290K – – –
PCM
1899
Princeton Capital Management
New Jersey
$288K -$5.63K -32 -2%
PWMAG
1900
Pinnacle Wealth Management Advisory Group
New Jersey
$288K -$66.6K -379 -17%
74 75
76
77 78