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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
2051
Essential Partners
California
$300K +$230K +1,108 +222%
FAT
2052
First American Trust
California
$299K +$24.4K +118 +8%
MC
2053
Mathes Company
New York
$299K -$2.26M -10,918 -87%
BDWCC
2054
B&D White Capital Company
Texas
$299K +$332K +1,600 New
HNW
2055
High Note Wealth
Minnesota
$298K +$13.3K +64 +4%
CT
2056
Colonial Trust
South Carolina
$298K -$78.5K -379 -19%
BOS
2057
Bank of Stockton
California
$298K +$78.3K +378 +31%
RWA
2058
Rooted Wealth Advisors
Illinois
$297K -$116K -562 -26%
TW
2059
TritonPoint Wealth
Maryland
$297K +$17K +82 +5%
EP
2060
EPIQ Partners
Minnesota
$296K -$11.8K -57 -3%
LA
2061
LexAurum Advisors
Kansas
$295K +$327K +1,580 New
RWP
2062
Revolve Wealth Partners
New Jersey
$295K -$72.3K -349 -18%
AOWM
2063
Alpha Omega Wealth Management
Virginia
$295K +$63.6K +307 +24%
WAM
2064
Wakefield Asset Management
Colorado
$294K – – –
SWTS
2065
Stonehaven Wealth & Tax Solutions
Wisconsin
$294K +$326K +1,574 New
SWM
2066
Seed Wealth Management
Illinois
$293K – – –
SIC
2067
Salem Investment Counselors
North Carolina
$290K -$505K -2,435 -61%
SP
2068
Stonebrook Private
Michigan
$290K -$109K -527 -25%
IA
2069
IFC Advisors
California
$290K +$77.9K +376 +32%
DMBA
2070
Deseret Mutual Benefit Administrators
Utah
$289K +$183K +882 +133%
PAMG
2071
Patton Albertson Miller Group
Tennessee
$289K +$320K +1,546 New
AFM
2072
Armstrong Fleming & Moore
District of Columbia
$288K +$143K +688 +80%
DCM
2073
DGS Capital Management
New Jersey
$288K -$28.6K -138 -8%
PWMG
2074
Pioneer Wealth Management Group
Texas
$287K +$1.04K +5 +0.3%
WWM
2075
Whalen Wealth Management
Nevada
$287K -$702K -3,390 -69%
81 82
83
84 85