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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RC
1876
Rovin Capital
Arizona
$620K +$103K +410 +19%
W
1877
WealthCollab
Washington
$619K +$59K +234 +10%
MWM
1878
Modern Wealth Management
Kansas
$617K -$110K -436 -14%
CCA
1879
Coign Capital Advisors
Utah
$616K +$93.3K +370 +17%
EWM
1880
Elite Wealth Management
Washington
$616K -$2.24M -8,879 -77%
HNB
1881
Hilltop National Bank
Wyoming
$614K -$92.1K -365 -12%
UWP
1882
Uniting Wealth Partners
Kansas
$612K +$162K +643 +33%
CSA
1883
Cornerstone Select Advisors
Missouri
$609K +$69.1K +274 +12%
FWCM
1884
Ferguson Wellman Capital Management
Oregon
$609K +$118K +467 +22%
WCA
1885
Westover Capital Advisors
Delaware
$609K -$6.05K -24 -0.9%
CSB
1886
City State Bank
Iowa
$608K +$504 +2 +0.1%
CA
1887
Carson Advisory
Georgia
$606K +$97.6K +387 +18%
RMDI
1888
R.M. Davis Inc
Maine
$603K -$124K -491 -16%
MSR
1889
Main Street Research
Connecticut
$597K +$218K +866 +52%
KA
1890
Kozak & Associates
Colorado
$596K -$14.9K -59 -2%
SI
1891
Severin Investments
Missouri
$594K -$68.3K -271 -10%
SCP
1892
Sivia Capital Partners
California
$594K -$114K -451 -15%
IWN
1893
Independent Wealth Network
Iowa
$594K +$632K +2,507 New
CPW
1894
Catalyst Private Wealth
California
$593K +$18.2K +72 +3%
BFS
1895
BridgePort Financial Solutions
Iowa
$593K +$631K +2,503 New
FFO
1896
Fortitude Family Office
Arizona
$590K +$757 +3 +0.1%
PA
1897
Persium Advisors
Georgia
$589K +$103K +410 +20%
SIM
1898
Sentry Investment Management
Wisconsin
$588K -$107K -423 -15%
MS
1899
Mizuho Securities
Japan
$588K -$792K -3,140 -56%
OWP
1900
ORG Wealth Partners
Texas
$586K -$45.4K -180 -7%
74 75
76
77 78