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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIMC
2051
Alley Investment Management Company
Illinois
$669K – – –
GMF
2052
Grace & Mercy Foundation
New York
$669K – – –
EL
2053
EWA LLC
Pennsylvania
$668K -$957 -3 -0.1%
FWM
2054
Focused Wealth Management
New York
$667K +$8.94K +28 +1%
RGC
2055
Roberts, Glore & Co
Illinois
$667K -$9.57K -30 -1%
LJAC
2056
L.J. Altfest & Co
New York
$665K -$27.1K -85 -4%
NFA
2057
Northwest Financial Advisors
Virginia
$665K +$638 +2 +0.1%
PWM
2058
Prosperity Wealth Management
California
$665K +$634K +1,988 New
CPA
2059
Capital Performance Advisors
California
$665K +$7.98K +25 +1%
KIM
2060
Kane Investment Management
California
$662K +$632K +1,981 New
KIC
2061
Kensington Investment Counsel
California
$659K -$361K -1,132 -36%
FFA
2062
Florida Financial Advisors
Florida
$659K +$329K +1,030 +109%
WWP
2063
Waypoint Wealth Partners
California
$659K +$31.9K +100 +5%
BMWS
2064
Brady Martz Wealth Solutions
North Dakota
$658K +$649K +2,034 New
TCM
2065
Triumph Capital Management
Colorado
$657K +$627K +1,964 New
DFG
2066
Demars Financial Group
Washington
$656K +$626K +1,961 New
EA
2067
Everpar Advisors
Oklahoma
$654K +$65.4K +205 +12%
MAM
2068
Meeder Asset Management
Ohio
$652K +$410K +1,285 +193%
WAG
2069
Winthrop Advisory Group
Massachusetts
$652K +$16.3K +51 +3%
NRC
2070
New Republic Capital
North Carolina
$652K +$84.6K +265 +16%
GA
2071
Geller Advisors
New York
$652K +$29.7K +93 +5%
RFN
2072
Redwood Financial Network
Ohio
$651K -$30.3K -95 -5%
BWG
2073
Berry Wealth Group
Texas
$649K +$27.8K +87 +5%
PP
2074
Patron Partners
Texas
$648K +$46.6K +146 +8%
FWCM
2075
Ferguson Wellman Capital Management
Oregon
$646K +$49.5K +155 +9%
81 82
83
84 85