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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TI
2076
Truehand Inc
New Hampshire
$73K – – –
HFM
2077
Hartford Financial Management
Connecticut
$72K +$2.54K +10 +4%
TVWM
2078
Tower View Wealth Management
Wisconsin
$71K +$3.3K +13 +5%
AWM
2079
Activest Wealth Management
Florida
$71K +$16.5K +65 +33%
CT
2080
Clearstead Trust
Maine
$70K +$508 +2 +0.8%
SIS
2081
Sound Income Strategies
Florida
$70K +$1.78K +7 +3%
GKWIM
2082
Gerber Kawasaki Wealth & Investment Management
California
$67K -$978K -3,850 -98%
EIP
2083
Ellis Investment Partners
Pennsylvania
$66K – – –
CWA
2084
Clearview Wealth Advisors
Oregon
$65K +$19.8K +78 +48%
COCM
2085
Charter Oak Capital Management
New Hampshire
$64K +$17.8K +70 +42%
DAM
2086
Delta Asset Management
Tennessee
$63K – – –
OSNBOA
2087
Old Second National Bank of Aurora
Illinois
$63K +$39.4K +155 +201%
SN
2088
Sittner & Nelson
Oregon
$62K – – –
VCM
2089
Vigilant Capital Management
Maine
$61K – – –
IWA
2090
IBEX Wealth Advisors
New Jersey
$59K +$54.9K +216 New
HFS
2091
HBC Financial Services
Washington
$56K -$1.27K -5 -2%
TCWA
2092
Ten Capital Wealth Advisors
Washington
$55K -$3.3K -13 -6%
APC
2093
Aspire Private Capital
North Carolina
$54K – – –
TIM
2094
Tortoise Investment Management
New York
$49K – – –
TC
2095
Tacita Capital
Ontario, Canada
$47K – – –
CCA
2096
Column Capital Advisors
Indiana
$47K +$7.11K +28 +19%
TC
2097
Trust Company
Kansas
$46K – – –
SWM
2098
Sugarloaf Wealth Management
Georgia
$46K +$15.5K +61 +56%
MAM
2099
McCarthy Asset Management
California
$46K +$25.9K +102 +148%
WQ
2100
Wealth Quarterback
New Jersey
$45K +$4.83K +19 +13%
82 83
84
85 86