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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1926
IFG Advisory
Georgia
$556K +$16.6K +66 +3%
GS
1927
GTS Securities
Florida
$552K +$588K +2,331 New
ZI
1928
ZEGA Investments
Florida
$552K +$587K +2,328 New
AO
1929
Advisor OS
Illinois
$551K -$91.8K -364 -14%
MFG
1930
Magnus Financial Group
New York
$551K +$6.05K +24 +1%
WAG
1931
Winthrop Advisory Group
Massachusetts
$551K +$69.4K +275 +13%
AIMA
1932
Ables Iannone Moore & Associates
Georgia
$549K -$30.8K -122 -5%
FFA
1933
Founders Financial Alliance
North Carolina
$549K +$45.9K +182 +9%
AWE
1934
Avidian Wealth Enterprises
Texas
$548K +$22.2K +88 +4%
TWM
1935
Trueblood Wealth Management
Ohio
$548K -$236K -936 -29%
DI
1936
Diligent Investors
California
$545K -$500K -1,983 -46%
VC
1937
Vestor Capital
Illinois
$545K +$54.7K +217 +10%
RIP
1938
RAM Investment Partners
Washington
$544K +$5.8K +23 +1%
VFG
1939
Victory Financial Group
Texas
$544K +$64.8K +257 +13%
BWM
1940
BankPlus Wealth Management
Mississippi
$544K +$7.31K +29 +1%
RI
1941
Ridgewood Investments
New Jersey
$542K +$195K +773 +51%
1CP
1942
17 Capital Partners
Arizona
$542K -$8.83K -35 -2%
GSB
1943
Greenfield Savings Bank
Massachusetts
$541K +$79.2K +314 +16%
PFA
1944
Pure Financial Advisors
California
$538K +$87.8K +348 +18%
RZH
1945
Relyea Zuckerberg Hanson
Connecticut
$537K -$105K -417 -16%
GWM
1946
Gibbs Wealth Management
Georgia
$536K -$97.1K -385 -15%
CIM
1947
CIM Investment Management
Pennsylvania
$536K -$5.3K -21 -0.9%
WCM
1948
Windsor Capital Management
Arizona
$535K -$63.1K -250 -10%
SCI
1949
Silver Coast Investments
United States
$532K +$45.1K +179 +9%
GCP
1950
GSA Capital Partners
United Kingdom
$529K -$592K -2,346 -51%
76 77
78
79 80