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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
2026
One Wealth Management Investment & Advisory Services
Florida
$313K +$9.32K +45 +3%
SPAS
2027
Spectrum Planning & Advisory Services
California
$312K -$6.42K -31 -2%
GD
2028
Grandfield & Dodd
New York
$312K -$45.6K -220 -12%
TW
2029
Traveka Wealth
California
$310K -$34K -164 -9%
CA
2030
Cornerstone Advisory
Maryland
$310K +$16.8K +81 +5%
SI
2031
Seeds Investor
New York
$309K +$55.1K +266 +17%
ACM
2032
Arcataur Capital Management
Wisconsin
$309K +$5.18K +25 +2%
IP
2033
Indivisible Partners
Florida
$307K +$140K +677 +70%
FPCP
2034
Fort Point Capital Partners
California
$307K +$16K +77 +5%
APG
2035
Abacus Planning Group
South Carolina
$307K -$60.9K -294 -15%
EWA
2036
Evolution Wealth Advisors
Florida
$307K +$341K +1,645 New
JF
2037
JSF Financial
California
$307K -$48.1K -232 -12%
MSA
2038
Marino Stram & Associates
Massachusetts
$307K +$10.2K +49 +3%
NAS
2039
NWF Advisory Services
California
$305K +$44.1K +213 +15%
IP
2040
Ignite Planners
California
$305K +$19.3K +93 +6%
CAM
2041
Claret Asset Management
Quebec, Canada
$304K -$2.28K -11 -0.7%
PFG
2042
Putney Financial Group
California
$304K -$340K -1,639 -50%
GAA
2043
Global Assets Advisory
Florida
$303K -$258K -1,246 -43%
SWMP
2044
Signature Wealth Management Partners
New Jersey
$303K +$142K +685 +73%
CI
2045
Corient IA
Florida
$302K -$78.7K -380 -19%
MW
2046
MBL Wealth
North Carolina
$302K +$33.8K +163 +11%
ACA
2047
Aspire Capital Advisors
Washington
$301K +$69.2K +334 +26%
KOC
2048
Koss-Olinger Consulting
Florida
$301K -$8.49K -41 -2%
LWM
2049
Liberty Wealth Management
California
$301K -$69.2K -334 -17%
TFM
2050
TFC Financial Management
Massachusetts
$300K -$28.4K -137 -8%
80 81
82
83 84