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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
6F
2026
626 Financial
Michigan
$227K -$127K -722 -33%
MA
2027
MJP Associates
Connecticut
$226K -$48.4K -275 -16%
CPWA
2028
Cerro Pacific Wealth Advisors
California
$225K -$5.45K -31 -2%
AFM
2029
Armstrong Fleming & Moore
District of Columbia
$225K -$19.5K -111 -7%
AGM
2030
Alpine Global Management
New York
$223K +$251K +1,426 New
EL
2031
EWA LLC
Pennsylvania
$223K -$124K -706 -33%
YWS
2032
Yarger Wealth Strategies
Ohio
$223K +$48.2K +274 +25%
TP
2033
TritonPoint Partners
Maryland
$223K +$250K +1,419 New
GSB
2034
Greenfield Savings Bank
Massachusetts
$222K -$209K -1,189 -46%
SHFG
2035
S Harris Financial Group
Texas
$222K -$113K -640 -31%
TCM
2036
Tandem Capital Management
New Jersey
$222K – – –
DWS
2037
Dynamic Wealth Strategies
California
$222K +$14.9K +85 +6%
BPFA
2038
Barnes Pettey Financial Advisors
Mississippi
$221K -$13.2K -75 -5%
CFIA
2039
Cantor Fitzgerald Investment Advisors
New York
$221K – – –
AOWM
2040
Alpha Omega Wealth Management
Virginia
$220K -$30.8K -175 -11%
CPCM
2041
Cardinal Point Capital Management
Ontario, Canada
$219K – – –
WFI
2042
West Family Investments
California
$219K -$253K -1,439 -51%
FSA
2043
Franklin Street Advisors
North Carolina
$219K – – –
FFB
2044
First Financial Bankshares
Texas
$218K -$17.8K -101 -7%
BBP
2045
Banco BTG Pactual
Brazil
$218K +$244K +1,389 New
LW
2046
Livet Wealth
Utah
$217K +$6.86K +39 +3%
RPWA
2047
Regent Peak Wealth Advisors
Georgia
$217K +$27.6K +157 +13%
SP
2048
Stonebrook Private
Michigan
$216K -$30.2K -172 -11%
SR
2049
Swiss Re
Switzerland
$216K +$224K +1,276 +1,227%
LWM
2050
Lionshead Wealth Management
New York
$216K -$10K -57 -4%
80 81
82
83 84