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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
2101
SummitTX Capital
Texas
$508K +$589K +1,894 New
JWM
2102
Jeppson Wealth Management
California
$507K +$9.33K +30 +2%
CFO
2103
CVA Family Office
Colorado
$506K +$25.2K +81 +4%
BOPW
2104
Brandywine Oak Private Wealth
Pennsylvania
$505K +$1.55K +5 +0.3%
JWCA
2105
J.W. Coons Advisors
Ohio
$504K +$79.3K +255 +16%
SCM
2106
Stevens Capital Management
Pennsylvania
$500K -$1.7M -5,470 -75%
FWA
2107
Flagship Wealth Advisors
Massachusetts
$500K +$1.16M +3,736 +20,756%
IP
2108
Ignite Planners
California
$498K +$102K +327 +21%
SWP
2109
Semus Wealth Partners
Florida
$498K +$20.5K +66 +4%
ACP
2110
Aviance Capital Partners
Florida
$498K – – –
SI
2111
Seeds Investor
New York
$497K -$66.2K -213 -10%
WWP
2112
Waypoint Wealth Partners
California
$495K -$38.9K -125 -6%
RFW
2113
Rainier Family Wealth
Washington
$494K +$19.3K +62 +3%
BCA
2114
Bay Colony Advisors
Massachusetts
$493K +$27.1K +87 +5%
IWM
2115
Iams Wealth Management
Nebraska
$493K – – –
WWA
2116
Wisconsin Wealth Advisors
Wisconsin
$492K -$5.91K -19 -1%
PFA
2117
Pure Financial Advisors
California
$492K +$144K +464 +34%
OIS
2118
OneAscent Investment Solutions
Alabama
$492K +$570K +1,834 New
EP
2119
EPIQ Partners
Minnesota
$492K +$266K +854 +87%
NFA
2120
Northern Financial Advisors
Michigan
$492K -$10.3K -33 -2%
ACA
2121
Aspire Capital Advisors
Washington
$487K – – –
VFG
2122
Victory Financial Group
Texas
$486K +$148K +475 +35%
ANBT
2123
American National Bank & Trust
Texas
$486K +$70K +225 +14%
AGWCA
2124
Annis Gardner Whiting Capital Advisors
Florida
$485K -$11.5K -37 -2%
FFA
2125
Founders Financial Alliance
North Carolina
$485K +$562K +1,808 New
83 84
85
86 87