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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
2151
IFG Advisors
Missouri
$460K +$4.67K +15 +0.9%
ACM
2152
Arcataur Capital Management
Wisconsin
$460K -$40.4K -130 -7%
TWP
2153
Triad Wealth Partners
Kansas
$460K +$8.09K +26 +2%
EWA
2154
Encompass Wealth Advisors
Oregon
$459K -$10.3K -33 -2%
TA
2155
TrueWealth Advisors
Alabama
$459K +$532K +1,710 New
IGGA
2156
Iron Gate Global Advisors
Utah
$459K -$36.7K -118 -6%
SL
2157
Sentinus LLC
Illinois
$457K +$201K +647 +61%
BPAMU
2158
BTG Pactual Asset Management US
New York
$457K -$2.05M -6,599 -79%
JCM
2159
Jacobsen Capital Management
Utah
$456K +$16.2K +52 +3%
HWA
2160
HCR Wealth Advisors
California
$454K +$108K +348 +26%
BPFA
2161
Barnes Pettey Financial Advisors
Mississippi
$454K -$6.22K -20 -1%
SFO
2162
Stokes Family Office
Louisiana
$453K +$9.33K +30 +2%
MFA
2163
Morling Financial Advisors
California
$452K +$108K +346 +26%
RIG
2164
Ramiah Investment Group
Wisconsin
$450K -$67.5K -217 -11%
BHPW
2165
Beverly Hills Private Wealth
California
$450K +$28.9K +93 +6%
BRIA
2166
Balanced Rock Investment Advisors
Massachusetts
$449K -$10.9K -35 -2%
LEA
2167
Legacy Edge Advisors
New York
$449K +$2.18K +7 +0.4%
SW
2168
SlateStone Wealth
Florida
$448K -$2.49K -8 -0.5%
SAF
2169
Smith Anglin Financial
Texas
$448K +$270K +868 +108%
CCA
2170
Corps Capital Advisors
Texas
$448K +$4.35K +14 +0.8%
FPCP
2171
Fort Point Capital Partners
California
$446K -$142K -456 -22%
WCM
2172
Wedge Capital Management
North Carolina
$446K +$11.5K +37 +2%
VC
2173
Veery Capital
Delaware
$446K +$58.2K +187 +13%
BIA
2174
Bigelow Investment Advisors
Maine
$445K -$33.6K -108 -6%
GFA
2175
Gallagher Fiduciary Advisors
Illinois
$444K +$25.2K +81 +5%
85 86
87
88 89