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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1926
Runnymede Capital Advisors
Ohio
$379K -$778K -3,753 -65%
FFN
1927
Focus Financial Network
Minnesota
$378K -$245K -1,184 -37%
BWS
1928
Broadway Wealth Solutions
Texas
$378K +$121K +584 +40%
SFG
1929
Synergy Financial Group
California
$377K +$1.86K +9 +0.4%
PWC
1930
Pathfinder Wealth Consulting
North Carolina
$377K +$94.3K +455 +29%
LWM
1931
Latko Wealth Management
Illinois
$377K -$9.74K -47 -2%
AWA
1932
AGH Wealth Advisors
Kansas
$377K -$64.4K -311 -13%
PA
1933
Perennial Advisors
New York
$376K -$31.7K -153 -7%
QC
1934
Quent Capital
New York
$375K -$582K -2,808 -58%
VFG
1935
Victory Financial Group
Texas
$375K -$47.7K -230 -10%
UCB
1936
United Community Bank
South Carolina
$375K -$185K -895 -31%
AIMC
1937
Alley Investment Management Company
Illinois
$373K – – –
FPH
1938
Financial Planning Hawaii
Hawaii
$373K – – –
I
1939
InterCapital
Texas
$373K +$414K +2,000 New
HFS
1940
Howard Financial Services
Texas
$373K +$78.3K +378 +23%
FEG
1941
Financial Enhancement Group
Indiana
$373K -$4.35K -21 -1%
PWPS
1942
Pinnacle Wealth Planning Services
Ohio
$372K -$221K -1,069 -35%
TCM
1943
Triumph Capital Management
Colorado
$370K +$111K +535 +37%
KJWM
1944
Kiley Juergens Wealth Management
Washington
$369K +$409K +1,974 New
FFG
1945
Forum Finance Group
$367K +$522K +2,518 New
LIM
1946
Leavell Investment Management
Alabama
$367K -$77.7K -375 -16%
BOPW
1947
Brandywine Oak Private Wealth
Pennsylvania
$366K +$12.4K +60 +3%
AP
1948
Appleton Partners
Massachusetts
$366K -$15.7K -76 -4%
WCFA
1949
Walkner Condon Financial Advisors
Wisconsin
$366K -$39.2K -189 -9%
LOWM
1950
Laurel Oak Wealth Management
New Jersey
$366K -$21.8K -105 -5%
76 77
78
79 80