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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
2051
FF Advisors
California
$542K +$622 +2 +0.1%
BMWS
2052
Brady Martz Wealth Solutions
North Dakota
$542K -$4.98K -16 -0.8%
LG
2053
Leuthold Group
Minnesota
$541K -$22.1K -71 -3%
AWM
2054
Accel Wealth Management
Iowa
$540K -$34.2K -110 -5%
TC
2055
Trilogy Capital
California
$538K +$70K +225 +13%
LWM
2056
Latko Wealth Management
Illinois
$538K +$622 +2 +0.1%
BIG
2057
Brookwood Investment Group
Arizona
$537K +$623K +2,002 New
CP
2058
Covenant Partners
Tennessee
$537K -$28.6K -92 -4%
GTAM
2059
Global Trust Asset Management
Florida
$537K -$112K -360 -15%
AIMC
2060
Alley Investment Management Company
Illinois
$537K – – –
GMF
2061
Grace & Mercy Foundation
New York
$537K – – –
CI
2062
Corient IA
Florida
$537K +$622K +2,000 New
WAG
2063
Winthrop Advisory Group
Massachusetts
$537K +$15.6K +50 +3%
CPWA
2064
Cerro Pacific Wealth Advisors
California
$535K +$2.8K +9 +0.6%
EA
2065
Everpar Advisors
Oklahoma
$534K +$10.3K +33 +2%
SPWG
2066
Sage Private Wealth Group
Illinois
$532K +$34.8K +112 +6%
KIC
2067
Kensington Investment Counsel
California
$529K – – –
FWM
2068
Focused Wealth Management
New York
$529K -$6.84K -22 -1%
PWM
2069
Pines Wealth Management
North Carolina
$529K +$1.55K +5 +0.2%
FFA
2070
Fi3 Financial Advisors
Indiana
$528K -$24.6K -79 -4%
ORI
2071
Oak Ridge Investments
Illinois
$527K -$25.5K -82 -4%
CFD
2072
Creative Financial Designs
Indiana
$526K +$165K +532 +37%
WF
2073
Wayfinding Financial
Washington
$526K +$58.8K +189 +11%
PA
2074
Persium Advisors
Georgia
$524K +$41.7K +134 +7%
NRC
2075
New Republic Capital
North Carolina
$524K +$933 +3 +0.2%
81 82
83
84 85