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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1901
OneFund LLC
Florida
$707K +$1.87K +6 +0.2%
HWMO
1902
Heritage Wealth Management (Ohio)
Ohio
$707K +$81.5K +262 +11%
TCM
1903
Tandem Capital Management
New Jersey
$707K +$166K +534 +25%
TSW
1904
Three Seasons Wealth
Utah
$703K – – –
WHC
1905
Wulff, Hansen & Co
California
$702K +$491K +1,580 +153%
SIM
1906
Sentry Investment Management
Wisconsin
$700K +$156K +500 +21%
KFI
1907
Key Financial Inc
Pennsylvania
$698K +$9.33K +30 +1%
LWP
1908
LeClair Wealth Partners
Ohio
$697K -$16.5K -53 -2%
GFP
1909
Gryphon Financial Partners
Ohio
$696K +$39.2K +126 +5%
EWM
1910
Evermay Wealth Management
Virginia
$695K -$6.22K -20 -0.8%
RFP
1911
Root Financial Partners
California
$695K +$79K +254 +11%
MC
1912
Machina Capital
France
$693K +$246K +790 +44%
CCT
1913
Chemung Canal Trust
New York
$692K -$36.7K -118 -4%
FFO
1914
Fortitude Family Office
Arizona
$690K -$9.95K -32 -1%
B
1915
Bellecapital
Switzerland
$689K +$390K +1,253 +95%
YP
1916
YANKCOM Partnership
South Dakota
$688K +$10.9K +35 +1%
CWG
1917
Cornerstone Wealth Group
North Carolina
$688K -$50.4K -162 -6%
WHCI
1918
W.H. Cornerstone Investments
Massachusetts
$686K +$358K +1,150 +82%
BWG
1919
Berry Wealth Group
Texas
$685K +$190K +611 +31%
DWM
1920
Dogwood Wealth Management
Kansas
$685K +$94.2K +303 +13%
CSPIA
1921
Cary Street Partners Investment Advisory
Virginia
$684K +$37.3K +120 +5%
VCM
1922
Virtue Capital Management
Tennessee
$684K +$87.4K +281 +12%
WJWM
1923
Williams Jones Wealth Management
New York
$683K +$11.5K +37 +1%
PWP
1924
Phillips Wealth Planners
Mississippi
$682K +$204K +655 +32%
CA
1925
Capital Advantage
California
$681K – – –
75 76
77
78 79