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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1926
Truvestments Capital
Florida
$582K +$24.2K +84 +5%
IGGA
1927
Iron Gate Global Advisors
Utah
$581K -$27.4K -95 -5%
GCM
1928
Gladius Capital Management
Illinois
$581K +$556K +1,928 New
TW
1929
Traveka Wealth
California
$580K +$39.5K +137 +8%
EWA
1930
Encompass Wealth Advisors
Oregon
$579K – – –
VCA
1931
Verdence Capital Advisors
Maryland
$578K -$1.44K -5 -0.3%
CWM
1932
Connecticut Wealth Management
Connecticut
$578K -$7.21K -25 -1%
SWA
1933
SOA Wealth Advisors
New York
$577K +$1.73K +6 +0.3%
BGA
1934
Battery Global Advisors
Massachusetts
$577K – – –
RWP
1935
Revolve Wealth Partners
New Jersey
$572K +$26.5K +92 +5%
MMC
1936
Mizuho Markets Cayman
Cayman Islands
$570K +$546K +1,893 New
SMC
1937
Smith, Moore & Co
Missouri
$569K -$45.6K -158 -8%
TNA
1938
True North Advisors
Texas
$569K -$60K -208 -10%
BRIA
1939
Balanced Rock Investment Advisors
Massachusetts
$568K -$154K -532 -22%
C
1940
CEDRUS
Colorado
$567K +$168K +583 +45%
FC
1941
Fulcrum Capital
Washington
$567K -$51.4K -178 -9%
BIA
1942
Bigelow Investment Advisors
Maine
$567K -$7.79K -27 -1%
CC
1943
Copperleaf Capital
North Carolina
$567K +$25.1K +87 +5%
GWANC
1944
Guardian Wealth Advisors (North Carolina)
North Carolina
$567K +$51.1K +177 +10%
EWM
1945
Evermay Wealth Management
Virginia
$566K +$26.3K +91 +5%
BOPW
1946
Brandywine Oak Private Wealth
Pennsylvania
$565K – – –
MAWA
1947
Moss Adams Wealth Advisors
Washington
$564K +$301K +1,042 +126%
CD
1948
Chapin Davis
Maryland
$563K +$540K +1,870 New
PP
1949
Patron Partners
Texas
$563K +$32.3K +112 +6%
FAFN
1950
First Affirmative Financial Network
Colorado
$560K +$66.9K +232 +14%
76 77
78
79 80