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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
2076
Milestone Asset Management
Pennsylvania
$524K -$612K -1,969 -50%
RWP
2077
Revolve Wealth Partners
New Jersey
$522K +$37K +119 +7%
KW
2078
KWB Wealth
California
$522K +$28.9K +93 +6%
CNBTD
2079
Citizens National Bank Trust Department
Mississippi
$521K +$5.6K +18 +0.9%
BCP
2080
Blackhawk Capital Partners
Wisconsin
$521K -$34.8K -112 -5%
TSWM
2081
Tyler-Stone Wealth Management
Ohio
$519K +$146K +468 +32%
UWP
2082
Uniting Wealth Partners
Kansas
$519K +$14.3K +46 +2%
GSWM
2083
Golden State Wealth Management
California
$518K +$115K +370 +24%
SCI
2084
Silver Coast Investments
United States
$517K +$25.5K +82 +4%
AWAP
2085
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$517K +$311 +1 +0.1%
VCM
2086
Versant Capital Management
Arizona
$517K +$138K +444 +30%
BCG
2087
Breakwater Capital Group
New Jersey
$517K +$334K +1,074 +126%
RCM
2088
Raleigh Capital Management
North Carolina
$517K -$137K -441 -19%
IRC
2089
Investors Research Corp
Georgia
$515K -$71.2K -229 -11%
MPM
2090
Meritage Portfolio Management
Kansas
$515K -$5.81M -18,691 -91%
HWM
2091
Howard Wealth Management
Connecticut
$515K -$1.55K -5 -0.3%
BGA
2092
Battery Global Advisors
Massachusetts
$514K – – –
PCM
2093
Poehling Capital Management
Wisconsin
$514K – – –
SMC
2094
Smith, Moore & Co
Missouri
$512K +$87.4K +281 +17%
ISWM
2095
Independent Solutions Wealth Management
New York
$512K -$44.2K -142 -7%
TWP
2096
Tyche Wealth Partners
Texas
$512K -$34.8K -112 -6%
TW
2097
Traveka Wealth
California
$512K -$121K -390 -17%
IEFM
2098
IQ EQ Fund Management
Ireland
$511K +$593K +1,906 New
FLP
2099
Financial Life Planners
Arizona
$510K -$1.24K -4 -0.2%
BH
2100
Burk Holdings
Oklahoma
$510K +$591K +1,899 New
82 83
84
85 86