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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2076
Benin Management Corp
Connecticut
$424K +$40.4K +160 +10%
LWM
2077
LJI Wealth Management
Indiana
$423K +$13.1K +52 +3%
WF
2078
Wayfinding Financial
Washington
$422K -$27.7K -110 -6%
SC
2079
Summa Corp
Texas
$422K – – –
SWM
2080
Seed Wealth Management
Illinois
$419K -$483K -1,915 -52%
MCM
2081
Monarch Capital Management
Indiana
$418K +$444K +1,759 New
AIM
2082
Advyzon Investment Management
Illinois
$417K -$31.3K -124 -7%
ANBT
2083
American National Bank & Trust
Texas
$416K -$23K -91 -5%
BWM
2084
BlackDiamond Wealth Management
New York
$416K +$50.4K +200 +13%
TWP
2085
Tyche Wealth Partners
Texas
$415K -$4.54K -18 -1%
RLH
2086
RD Lewis Holdings
Florida
$415K -$1.26K -5 -0.3%
VBA
2087
von Borstel & Associates
Oregon
$413K +$431K +1,710 New
MPM
2088
Meritage Portfolio Management
Kansas
$413K -$29K -115 -6%
GWAG
2089
Garrett Wealth Advisory Group
Texas
$412K – – –
JF
2090
JSF Financial
California
$412K +$504 +2 +0.1%
QL
2091
Quarry LP
New York
$410K +$83K +329 +24%
SL
2092
Sentinus LLC
Illinois
$410K +$40.4K +160 +10%
SCM
2093
Schnieders Capital Management
California
$409K -$32.3K -128 -7%
PWM
2094
Pines Wealth Management
North Carolina
$409K -$17.4K -69 -4%
FMN
2095
Financial Management Network
California
$407K +$106K +420 +34%
WPC
2096
Waters Parkerson & Co
Louisiana
$406K – – –
EWA
2097
Encompass Wealth Advisors
Oregon
$405K -$1.01K -4 -0.2%
IP
2098
Ignite Planners
California
$404K -$40.4K -160 -9%
TC
2099
TFR Capital
Texas
$403K +$2.77K +11 +0.7%
LEA
2100
Legacy Edge Advisors
New York
$403K -$3.53K -14 -0.8%
82 83
84
85 86