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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
2126
Semus Wealth Partners
Florida
$599K +$16.3K +51 +3%
FFG
2127
Floyd Financial Group
Missouri
$599K +$601K +1,883 New
GLA
2128
Good Life Advisors
Pennsylvania
$598K -$136K -427 -19%
TCM
2129
Telos Capital Management
California
$598K -$39.3K -123 -6%
OWA
2130
One Wealth Advisors
California
$597K +$17.9K +56 +3%
MSFS
2131
Main Street Financial Solutions
Pennsylvania
$596K +$168K +527 +42%
TC
2132
Trilogy Capital
California
$595K +$7.66K +24 +1%
RFW
2133
Rainier Family Wealth
Washington
$594K +$567K +1,777 New
WPC
2134
Waters Parkerson & Co
Louisiana
$594K +$6.06K +19 +1%
PSP
2135
Pacific Sage Partners
Washington
$593K – – –
LWM
2136
Lionshead Wealth Management
New York
$593K +$566K +1,773 New
WF
2137
Wayfinding Financial
Washington
$592K +$565K +1,771 New
MAG
2138
M3 Advisory Group
Massachusetts
$592K +$53.9K +169 +11%
HCM
2139
Howland Capital Management
Massachusetts
$592K +$12.4K +39 +2%
BIA
2140
Bigelow Investment Advisors
Maine
$591K -$81.1K -254 -13%
RFS
2141
Richardson Financial Services
Massachusetts
$590K +$5.11K +16 +0.9%
ACP
2142
Aveo Capital Partners
Colorado
$589K +$37.7K +118 +7%
JFA
2143
JNBA Financial Advisors
Minnesota
$589K +$64.1K +201 +13%
SMA
2144
Seven Mile Advisory
New Jersey
$589K +$12.4K +39 +2%
NI
2145
Natural Investments
California
$587K +$560K +1,756 New
EWA
2146
Encompass Wealth Advisors
Oregon
$583K +$4.15K +13 +0.8%
CA
2147
CoreCap Advisors
Michigan
$582K +$154K +481 +38%
S
2148
Sunpointe
Missouri
$582K +$13.7K +43 +3%
BCA
2149
Bay Colony Advisors
Massachusetts
$582K +$271K +848 +95%
PB
2150
Pinnacle Bancorp
Nebraska
$580K -$10.2K -32 -2%
84 85
86
87 88