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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2176
Indiana Trust & Investment Management
Indiana
$279K -$38.8K -145 -12%
WFA
2177
WMG Financial Advisors
Tennessee
$279K +$290K +1,084 New
NFG
2178
Nadler Financial Group
Illinois
$277K -$5.62K -21 -2%
SC
2179
Summa Corp
Texas
$276K – – –
BFAG
2180
Blackston Financial Advisory Group
Florida
$275K +$286K +1,070 New
BSHC
2181
Breed's Hill Capital
Massachusetts
$274K – – –
FA
2182
Fiducient Advisors
Illinois
$274K +$15.5K +58 +6%
RS
2183
Rakuten Securities
Japan
$274K +$161K +601 +130%
OC
2184
Oarsman Capital
Wisconsin
$273K +$12.6K +47 +5%
FWI
2185
Facet Wealth Inc
Maryland
$273K -$8.56K -32 -3%
TBWA
2186
Three Bridge Wealth Advisors
California
$271K – – –
ONSWM
2187
Old North State Wealth Management
North Carolina
$271K +$73.9K +276 +35%
PCMC
2188
Private Capital Management (Colorado)
Colorado
$271K -$108K -402 -28%
BWG
2189
Balanced Wealth Group
Ohio
$271K – – –
RWI
2190
Red Wave Investments
Pennsylvania
$271K +$2.41K +9 +0.9%
WDL
2191
Well Done LLC
Michigan
$270K -$99K -370 -26%
ZF
2192
Zega Financial
Florida
$270K +$281K +1,050 New
SWMP
2193
Signature Wealth Management Partners
New Jersey
$269K +$280K +1,047 New
MMM
2194
Mendel Money Management
Illinois
$269K +$28.4K +106 +11%
PTCG
2195
Pring Turner Capital Group
California
$269K +$86.7K +324 +45%
GCS
2196
Gordian Capital (Singapore)
Singapore
$268K -$77.1K -288 -22%
NRI
2197
NFP Retirement Inc
California
$268K -$4.28K -16 -2%
DIM
2198
DLK Investment Management
California
$267K +$278K +1,039 New
CWM
2199
Concentric Wealth Management
California
$267K +$278K +1,039 New
CPA
2200
Capital Planning Advisors
California
$267K -$54.3K -203 -16%
86 87
88
89 90