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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
2026
J.W. Coons Advisors
Ohio
$567K +$53.5K +200 +11%
LWM
2027
Liberty Wealth Management
California
$566K +$555K +2,076 New
PA
2028
Persium Advisors
Georgia
$566K +$32.3K +121 +6%
GAM
2029
Griffin Asset Management
New York
$564K -$240K -897 -30%
SCI
2030
Silver Coast Investments
United States
$564K +$37.2K +139 +7%
KCM
2031
Kathmere Capital Management
Pennsylvania
$562K +$232K +868 +73%
GF
2032
Gabelli Funds
New York
$562K -$6.68K -25 -1%
LWM
2033
Latko Wealth Management
Illinois
$561K +$14.4K +54 +3%
IWA
2034
IVC Wealth Advisors
Pennsylvania
$559K -$1.87K -7 -0.3%
WAG
2035
Winthrop Advisory Group
Massachusetts
$558K +$12K +45 +2%
SMA
2036
Seven Mile Advisory
New Jersey
$557K -$11K -41 -2%
RC
2037
Rexford Capital
Texas
$556K +$545K +2,038 New
VFG
2038
Victory Financial Group
Texas
$554K +$53.2K +199 +11%
PGWM
2039
Parisi Gray Wealth Management
New Jersey
$553K -$325K -1,217 -38%
PA
2040
Perennial Advisors
New York
$552K -$1.07K -4 -0.2%
RGC
2041
Roberts, Glore & Co
Illinois
$551K -$8.02K -30 -1%
TW
2042
Traveka Wealth
California
$551K +$30.5K +114 +6%
BWG
2043
Berry Wealth Group
Texas
$551K -$143K -534 -21%
LG
2044
Leuthold Group
Minnesota
$550K – – –
MAM
2045
Meeder Asset Management
Ohio
$549K -$11.2K -42 -2%
CWM
2046
Centurion Wealth Management
Virginia
$549K +$58.3K +218 +12%
JWM
2047
Jeppson Wealth Management
California
$548K +$32.1K +120 +6%
BCP
2048
Blackhawk Capital Partners
Wisconsin
$546K +$17.1K +64 +3%
CA
2049
Capital Advantage
California
$546K -$9.36K -35 -2%
ARC
2050
Advisor Resource Council
Texas
$546K -$3.3M -12,340 -86%
80 81
82
83 84