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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
2026
Pure Financial Advisors
California
$513K -$82K -330 -15%
SL
2027
Sentinus LLC
Illinois
$513K +$51.7K +208 +12%
RWP
2028
Revolve Wealth Partners
New Jersey
$510K +$2.24K +9 +0.5%
TC
2029
Trilogy Capital
California
$510K +$3.23K +13 +0.7%
PP
2030
Patron Partners
Texas
$510K -$39.5K -159 -8%
WI
2031
WBI Investments
New Jersey
$509K +$478K +1,923 New
BIA
2032
Bigelow Investment Advisors
Maine
$509K +$1.74K +7 +0.4%
IRC
2033
Investors Research Corp
Georgia
$509K – – –
KIC
2034
Kensington Investment Counsel
California
$508K – – –
CFO
2035
Cambient Family Office
Michigan
$508K +$475K +1,913 New
RS
2036
Rakuten Securities
Japan
$507K -$289K -1,163 -38%
BMWS
2037
Brady Martz Wealth Solutions
North Dakota
$507K -$14.7K -59 -3%
AWM
2038
Accel Wealth Management
Iowa
$505K +$4.22K +17 +0.9%
CIC
2039
Chilton Investment Company
Connecticut
$504K – – –
BOPW
2040
Brandywine Oak Private Wealth
Pennsylvania
$504K – – –
ESC
2041
Eurizon SLJ Capital
$504K +$472K +1,901 New
BCG
2042
Breakwater Capital Group
New Jersey
$502K -$1.74K -7 -0.4%
GD
2043
Grandfield & Dodd
New York
$500K +$74.6K +300 +19%
RIG
2044
Ramiah Investment Group
Wisconsin
$500K -$129K -519 -22%
SB
2045
Strategic Blueprint
Georgia
$500K -$915K -3,680 -66%
LI
2046
Lafayette Investments
Maryland
$498K +$53.9K +217 +13%
WWM
2047
Walser Wealth Management
Florida
$497K +$467K +1,878 New
OWCM
2048
One Wealth Capital Management
Arizona
$497K +$178K +716 +62%
JF
2049
JSF Financial
California
$497K +$34.5K +139 +8%
FFA
2050
Fi3 Financial Advisors
Indiana
$497K +$59.9K +241 +15%
80 81
82
83 84