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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BBI
2101
Baxter Bros Inc
Connecticut
$620K +$2.55K +8 +0.4%
WWA
2102
Wisconsin Wealth Advisors
Wisconsin
$619K +$591K +1,853 New
AGWCA
2103
Annis Gardner Whiting Capital Advisors
Florida
$618K +$26.5K +83 +5%
SCI
2104
Silver Coast Investments
United States
$617K -$34.8K -109 -6%
ACM
2105
Arcataur Capital Management
Wisconsin
$617K -$3.19K -10 -0.5%
EL
2106
Essex LLC
Illinois
$616K +$8.62K +27 +1%
IWM
2107
Iams Wealth Management
Nebraska
$614K -$1.92K -6 -0.3%
IGGA
2108
Iron Gate Global Advisors
Utah
$611K -$28.4K -89 -5%
RWP
2109
Revolve Wealth Partners
New Jersey
$611K +$65.4K +205 +13%
MTC
2110
McDaniel Terry & Co
Texas
$610K – – –
LWM
2111
Liberty Wealth Management
California
$609K +$295K +923 +103%
PA
2112
Persium Advisors
Georgia
$608K +$581K +1,819 New
ACH
2113
ArrowMark Colorado Holdings
Colorado
$608K – – –
WWM
2114
Waterway Wealth Management
Texas
$607K +$579K +1,815 New
ACA
2115
Aspire Capital Advisors
Washington
$607K +$21.1K +66 +4%
APWM
2116
Argonautica Private Wealth Management
Massachusetts
$603K -$1.6K -5 -0.3%
AWAU
2117
Alliance Wealth Advisors (Utah)
Utah
$603K +$576K +1,804 New
CFO
2118
CVA Family Office
Colorado
$603K +$60.6K +190 +12%
SPWM
2119
Spartan Planning & Wealth Management
North Carolina
$603K +$575K +1,803 New
ICA
2120
Infrastructure Capital Advisors
New York
$602K +$543K +1,701 +1,701%
TVAMP
2121
Tennessee Valley Asset Management Partners
Tennessee
$602K +$638 +2 +0.1%
CGA
2122
Compound Global Advisors
Washington
$602K +$574K +1,800 New
NAM
2123
Nutshell Asset Management
United Kingdom
$602K +$574K +1,800 New
CWM
2124
Centurion Wealth Management
Virginia
$599K +$6.38K +20 +1%
MC
2125
Machina Capital
France
$599K -$588K -1,842 -51%
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85
86 87