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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAJ
2026
Ogorek Anthony Joseph
New York
$62K +$53K +314 New
BONH
2027
Bank of New Hampshire
New Hampshire
$61.9K -$82.9K -491 -61%
PHAM
2028
Portland Hill Asset Management
United Kingdom
$60K – – –
ACM
2029
Antonetti Capital Management
Florida
$59.9K – – –
LCM
2030
Logan Capital Management
Pennsylvania
$59.5K – – –
FWA
2031
FSC Wealth Advisors
New York
$58.5K +$38K +225 +331%
DAM
2032
Delta Asset Management
Tennessee
$58.3K – – –
GFPC
2033
Global Financial Private Client
Florida
$57.6K – – –
RFG
2034
RFP Financial Group
Georgia
$55.9K -$25.3K -150 -35%
CAM
2035
Chesapeake Asset Management
New York
$54.7K +$46.3K +274 New
LOIP
2036
Live Oak Investment Partners
Texas
$53.9K – – –
RFA
2037
Register Financial Advisors
Georgia
$53.7K -$2.53K -15 -5%
AWM
2038
Ameliora Wealth Management
Switzerland
$53.5K – – –
MFT
2039
Moisand Fitzgerald Tamayo
Florida
$52.7K +$16.9K +100 +61%
AWM
2040
Activest Wealth Management
Florida
$52.7K -$787K -4,661 -95%
AAP
2041
Arax Advisory Partners
Colorado
$52.1K -$676 -4 -2%
TVWM
2042
Tower View Wealth Management
Wisconsin
$52K – – –
HFM
2043
Hartford Financial Management
Connecticut
$51.7K – – –
WWP
2044
WR Wealth Planners
Missouri
$50.7K +$42.9K +254 New
RG
2045
Retirement Group
California
$50K +$11.7K +69 +38%
AWM
2046
Atticus Wealth Management
Florida
$47.5K -$18.4K -109 -31%
TAM
2047
Tucker Asset Management
Colorado
$45.1K +$18.1K +107 +90%
SOW
2048
State of Wyoming
Wyoming
$45K -$231K -1,367 -86%
AIC
2049
Archer Investment Corporation
Indiana
$44.8K -$19.4K -115 -34%
JAM
2050
JCIC Asset Management
Ontario, Canada
$44.8K – – –
80 81
82
83 84