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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
1876
Ecofi Investissements
France
$746K +$46.7K +150 +5%
PFBT
1877
Parkside Financial Bank & Trust
Missouri
$745K -$28K -90 -3%
BCM
1878
BluePath Capital Management
Georgia
$744K -$419K -1,347 -33%
CF
1879
Cyr Financial
Illinois
$741K +$31.1K +100 +4%
RBFC
1880
Roman Butler Fullerton & Co
Missouri
$741K -$801K -2,575 -47%
PA
1881
PFG Advisors
Arizona
$741K +$48.8K +157 +6%
AWM
1882
Aviso Wealth Management
Washington
$740K +$18.4K +59 +2%
PCP
1883
Proficio Capital Partners
Massachusetts
$739K -$11.2K -36 -1%
MQWP
1884
Morey & Quinn Wealth Partners
Nebraska
$739K -$12.8K -41 -1%
MWM
1885
Modern Wealth Management
Kansas
$738K +$222K +714 +35%
AFM
1886
Abbot Financial Management
Massachusetts
$738K -$15.6K -50 -2%
HNW
1887
High Note Wealth
Minnesota
$737K -$2.18K -7 -0.3%
OWP
1888
ORG Wealth Partners
Texas
$733K +$189K +608 +29%
AA
1889
Advisory Alpha
Michigan
$732K +$84.3K +271 +11%
SFI
1890
SPC Financial Inc
Maryland
$730K -$144K -464 -15%
NF
1891
Nvest Financial
New Hampshire
$728K -$28.9K -93 -3%
MAWA
1892
Moss Adams Wealth Advisors
Washington
$728K +$24.9K +80 +3%
CWG
1893
Crown Wealth Group
North Carolina
$724K +$23.6K +76 +3%
HFM
1894
Hartford Funds Management
Pennsylvania
$715K +$123K +397 +18%
AO
1895
Advisor OS
Illinois
$714K +$123K +396 +17%
FWP
1896
FAS Wealth Partners
Kansas
$711K +$9.64K +31 +1%
PWM
1897
Prentice Wealth Management
New York
$710K +$18.7K +60 +2%
AF
1898
Advisornet Financial
Minnesota
$708K +$33K +106 +4%
LIG
1899
Lokken Investment Group
Delaware
$708K -$297K -955 -27%
ZIG
1900
Zullo Investment Group
Pennsylvania
$708K +$75.9K +244 +10%
74 75
76
77 78