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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
2026
Gemmer Asset Management
California
$488K -$12.1K -42 -3%
FSA
2027
Fort Sheridan Advisors
Illinois
$488K – – –
JAG
2028
Journey Advisory Group
Kentucky
$487K +$467K +1,618 New
FTIS
2029
First Trust Investment Solutions
Florida
$487K +$71.8K +249 +18%
AWAP
2030
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$486K +$1.15K +4 +0.2%
BFWM
2031
Bright Futures Wealth Management
New York
$486K +$555K +1,923 New
SGAM
2032
Smith Group Asset Management
Texas
$484K – – –
JWM
2033
Jeppson Wealth Management
California
$483K -$2.88K -10 -0.6%
AIM
2034
Aspen Investment Management
Michigan
$483K +$463K +1,603 New
JFA
2035
JNBA Financial Advisors
Minnesota
$481K -$67.8K -235 -13%
AFPL
2036
Advus Financial Partners, LLC
Florida
$478K +$41.3K +143 +10%
NHC
2037
Nicholas Hoffman & Company
Georgia
$477K – – –
CT
2038
ClearAlpha Technologies
Connecticut
$477K +$457K +1,584 New
SFPG
2039
Stonebridge Financial Planning Group
Florida
$473K – – –
SCG
2040
Sonata Capital Group
Washington
$472K – – –
WCM
2041
Windsor Capital Management
Arizona
$471K – – –
ACP
2042
Aveo Capital Partners
Colorado
$470K +$32.3K +112 +7%
MG
2043
Mather Group
Illinois
$468K -$6.35K -22 -1%
PFA
2044
Pathway Financial Advisors
Vermont
$468K +$6.64K +23 +2%
SWP
2045
Semus Wealth Partners
Florida
$468K +$51.9K +180 +13%
DWA
2046
Dougherty Wealth Advisers
Minnesota
$467K -$60.9K -211 -12%
ACA
2047
Aspire Capital Advisors
Washington
$466K +$33.5K +116 +8%
MPCA
2048
Madison Park Capital Advisors
Washington
$465K – – –
JCM
2049
Jacobsen Capital Management
Utah
$464K +$1.44K +5 +0.3%
FA
2050
Fountainhead AM
New Jersey
$463K -$16.2K -56 -4%
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