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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1901
Jacobsen Capital Management
Utah
$280K -$46.6K -265 -13%
AA
1902
Armis Advisers
Georgia
$280K -$107K -611 -27%
MMC
1903
Mizuho Markets Cayman
Cayman Islands
$280K +$96.7K +550 +44%
SWASL
1904
Spartan Wealth Advisory Services LLC
Michigan
$280K -$184K -1,045 -37%
PTP
1905
Platform Technology Partners
New York
$279K -$120K -685 -28%
CWAF
1906
Core Wealth Advisors (Florida)
Florida
$279K -$203K -1,155 -39%
MWM
1907
Meritas Wealth Management
California
$279K +$70.3K +400 +29%
OWA
1908
One Wealth Advisors
California
$279K +$313K +1,780 New
PAG
1909
Private Advisory Group
Washington
$279K -$285K -1,622 -48%
ACM
1910
Arcataur Capital Management
Wisconsin
$279K +$22K +125 +8%
MG
1911
McHugh Group
Ohio
$278K -$52.8K -300 -14%
AWAU
1912
Alliance Wealth Advisors (Utah)
Utah
$277K -$153K -871 -33%
CFSG
1913
Clark Financial Services Group
Missouri
$277K +$1.76K +10 +0.6%
BWA
1914
Basecamp Wealth Advisors
Washington
$276K -$89.5K -509 -22%
LSIA
1915
LaSalle St. Investment Advisors
Illinois
$276K -$12.1K -69 -4%
MBT
1916
Montecito Bank & Trust
California
$275K -$283K -1,611 -48%
RMDI
1917
R.M. Davis Inc
Maine
$275K -$77K -438 -20%
PCG
1918
PFC Capital Group
California
$273K -$59.8K -340 -16%
CWA
1919
Clarity Wealth Advisors
California
$273K -$9.5K -54 -3%
EWA
1920
Evolution Wealth Advisors
Florida
$271K +$14.6K +83 +5%
TC
1921
Trilogy Capital
California
$269K -$170K -968 -36%
WCFA
1922
Walkner Condon Financial Advisors
Wisconsin
$269K -$42.7K -243 -12%
AP
1923
Anchyra Partners
Georgia
$269K -$84.8K -482 -22%
DMBA
1924
Deseret Mutual Benefit Administrators
Utah
$269K +$29.7K +169 +11%
KJWM
1925
Kiley Juergens Wealth Management
Washington
$268K -$46.1K -262 -13%
75 76
77
78 79