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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
2176
PGIM Custom Harvest
New Jersey
$443K -$3.26M -10,484 -86%
SGAM
2177
Smith Group Asset Management
Texas
$443K +$239K +770 +88%
MP
2178
McDonald Partners
Ohio
$441K +$263K +844 +106%
WG
2179
Welch Group
Alabama
$440K +$22.1K +71 +5%
AA
2180
Armis Advisers
Georgia
$439K +$508K +1,634 New
GF
2181
Gries Financial
Ohio
$439K +$76.2K +245 +18%
MWM
2182
Mattern Wealth Management
Kansas
$439K +$6.53K +21 +1%
GSB
2183
Greenfield Savings Bank
Massachusetts
$438K +$74.3K +239 +17%
FAM
2184
Fairtree Asset Management
South Africa
$438K +$107K +344 +27%
SYBT
2185
Stock Yards Bank & Trust
Kentucky
$438K -$15.6K -50 -3%
BTWM
2186
Brass Tax Wealth Management
Ohio
$438K +$2.8K +9 +0.6%
VFG
2187
V2 Financial group
Illinois
$437K – – –
OW
2188
Olistico Wealth
Oklahoma
$435K – – –
FFM
2189
Fullerton Fund Management
Singapore
$435K +$504K +1,622 New
PFA
2190
Pathway Financial Advisors
Vermont
$435K – – –
HHRDM
2191
H&H Retirement Design & Management
Nevada
$435K +$622 +2 +0.1%
CCC
2192
Compass Capital Corp
Massachusetts
$435K +$337K +1,085 +176%
CAM
2193
Claret Asset Management
Quebec, Canada
$434K -$504K -1,620 Closed
IA
2194
IFC Advisors
California
$434K -$622K -2,000 -55%
LWM
2195
Lionshead Wealth Management
New York
$433K -$49.8K -160 -9%
SIAG
2196
Safeguard Investment Advisory Group
California
$432K +$221K +712 +79%
OWM
2197
OneAscent Wealth Management
Alabama
$432K +$122K +391 +32%
PB
2198
Pinnacle Bancorp
Nebraska
$432K -$39.2K -126 -7%
FPWM
2199
FSB Premier Wealth Management
Iowa
$431K +$133K +427 +36%
BOC
2200
Bull Oak Capital
California
$428K +$496K +1,596 New
86 87
88
89 90