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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
2026
Creative Financial Designs
Indiana
$391K +$3.84K +15 +1%
MWA
2027
Muirfield Wealth Advisors
North Carolina
$390K +$83K +324 +29%
AWM
2028
AllSquare Wealth Management
New York
$390K – – –
GAM
2029
Gemmer Asset Management
California
$390K -$53K -207 -13%
FFA
2030
First Foundation Advisors
California
$389K +$219K +854 +150%
KWMG
2031
King Wealth Management Group
Florida
$389K -$353K -1,379 -49%
SFPG
2032
Stonebridge Financial Planning Group
Florida
$389K -$9.73K -38 -3%
FPGK
2033
Financial Partners Group (Kansas)
Kansas
$388K +$33.8K +132 +10%
OWA
2034
Outlook Wealth Advisors
Texas
$388K +$6.4K +25 +2%
VC
2035
Veery Capital
Delaware
$386K +$7.68K +30 +2%
IA
2036
IFG Advisors
Missouri
$383K – – –
DWM
2037
Dorchester Wealth Management
Quebec, Canada
$383K – – –
CFIA
2038
Cantor Fitzgerald Investment Advisors
New York
$383K +$359K +1,400 New
ZIMP
2039
Zimmermann Investment Management & Planning
Pennsylvania
$382K -$72.5K -283 -17%
TWM
2040
Tradition Wealth Management
Minnesota
$382K -$37.7K -147 -10%
SIGI
2041
Susquehanna International Group (Ireland)
Ireland
$381K +$357K +1,392 New
SSA
2042
Sierra Summit Advisors
Nevada
$380K -$8.24M -32,188 -96%
TPW
2043
Talon Private Wealth
Florida
$380K +$356K +1,389 New
ABTD
2044
Arvest Bank Trust Division
Oklahoma
$380K +$356K +1,388 New
LPAM
2045
Lodestar Private Asset Management
California
$379K -$5.63K -22 -2%
GSB
2046
Greenfield Savings Bank
Massachusetts
$379K +$354K +1,383 New
WKSWA
2047
White Knight Strategic Wealth Advisors
New Jersey
$378K +$10.2K +40 +3%
SC
2048
Shay Capital
New York
$378K +$353K +1,380 New
SWA
2049
Strata Wealth Advisors
Texas
$374K +$33K +129 +10%
KWM
2050
Kolinsky Wealth Management
New Jersey
$372K +$15.1K +59 +5%
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