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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
1951
Kapstone Financial Advisors
Ohio
$657K – – –
SC
1952
Soundwatch Capital
Connecticut
$654K +$298K +1,115 New
ACGA
1953
Atlanta Consulting Group Advisors
Georgia
$652K -$23.8K -89 -4%
B
1954
Bellecapital
Switzerland
$652K -$46.8K -175 -7%
DW30
1955
Drucker Wealth 3.0
New Jersey
$652K -$222K -832 -26%
TC
1956
TwinBeech Capital
New York
$650K -$1.55M -5,807 -71%
W
1957
WealthCollab
Washington
$648K +$8.29K +31 +1%
DFG
1958
Demars Financial Group
Washington
$644K +$58.5K +219 +10%
LWP
1959
LeClair Wealth Partners
Ohio
$643K -$63.9K -239 -9%
AP
1960
Appleton Partners
Massachusetts
$642K +$15.8K +59 +3%
TSMHT
1961
Thurston Springer Miller Herd & Titak
Indiana
$642K +$75.7K +283 +14%
XWM
1962
Xcel Wealth Management
Florida
$641K -$6.68K -25 -1%
KOC
1963
Koss-Olinger Consulting
Florida
$636K -$3.21K -12 -0.5%
1CP
1964
17 Capital Partners
Arizona
$633K +$11.8K +44 +2%
BBI
1965
Baxter Bros Inc
Connecticut
$631K -$50.3K -188 -8%
HFM
1966
Hartford Funds Management
Pennsylvania
$630K -$95.4K -357 -13%
CCAM
1967
Cascades Capital Asset Management
North Carolina
$628K – – –
PA
1968
Parkside Advisors
California
$628K – – –
MFG
1969
Magnus Financial Group
New York
$628K +$61.2K +229 +11%
MIFH
1970
Migdal Insurance & Financial Holdings
Israel
$627K -$2.41K -9 -0.4%
DF
1971
Dunhill Financial
United Kingdom
$626K -$18.7K -70 -3%
ECA
1972
Elevated Capital Advisors
Utah
$626K – – –
CSA
1973
Cornerstone Select Advisors
Missouri
$626K +$9.36K +35 +2%
PP
1974
Patron Partners
Texas
$626K +$26.5K +99 +5%
LIM
1975
Leavell Investment Management
Alabama
$625K -$162K -607 -21%
77 78
79
80 81