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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1951
Beaumont Financial Advisors
Massachusetts
$648K +$9.95K +32 +1%
KFA
1952
Kapstone Financial Advisors
Ohio
$646K – – –
MSA
1953
Marino Stram & Associates
Massachusetts
$645K +$45.4K +146 +6%
LA
1954
LVW Advisors
New York
$643K +$110K +353 +17%
RPWA
1955
Regent Peak Wealth Advisors
Georgia
$641K -$17.7K -57 -2%
GCP
1956
Garda Capital Partners
Minnesota
$641K +$742K +2,387 New
XWM
1957
Xcel Wealth Management
Florida
$637K -$24.9K -80 -3%
DF
1958
Dunhill Financial
United Kingdom
$635K +$460K +1,479 +167%
AP
1959
Adero Partners
California
$631K -$194K -623 -21%
W
1960
WealthCollab
Washington
$630K -$162K -522 -18%
KOC
1961
Koss-Olinger Consulting
Florida
$629K +$729K +2,343 New
ECA
1962
Elevated Capital Advisors
Utah
$626K -$42.9K -138 -6%
AIA
1963
AssuredPartners Investment Advisors
Florida
$625K +$19.6K +63 +3%
FZCM
1964
Flynn Zito Capital Management
New York
$625K -$350K -1,125 -33%
RZH
1965
Relyea Zuckerberg Hanson
Connecticut
$624K -$3.42K -11 -0.5%
MFG
1966
Mainsail Financial Group
Washington
$624K +$258K +830 +56%
NPA
1967
Nichols & Pratt Advisers
Massachusetts
$621K -$137K -440 -16%
MIFH
1968
Migdal Insurance & Financial Holdings
Israel
$621K -$1.55K -5 -0.2%
SI
1969
Severin Investments
Missouri
$620K -$13.1K -42 -2%
CCAM
1970
Cascades Capital Asset Management
North Carolina
$618K +$311 +1 +0%
PWMAG
1971
Pinnacle Wealth Management Advisory Group
New Jersey
$618K +$36.4K +117 +5%
RPSA
1972
Richard P. Slaughter Associates
Texas
$618K +$716K +2,302 New
PA
1973
Parkside Advisors
California
$617K – – –
AP
1974
Appleton Partners
Massachusetts
$616K -$12.8K -41 -2%
WWM
1975
Whalen Wealth Management
Nevada
$616K +$292K +940 +69%
77 78
79
80 81