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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OW
2176
Olistico Wealth
Oklahoma
$446K +$4.01K +15 +0.9%
PB
2177
Pinnacle Bancorp
Nebraska
$446K +$6.68K +25 +2%
VC
2178
Veery Capital
Delaware
$445K -$7.75K -29 -2%
BMC
2179
Benin Management Corp
Connecticut
$444K +$435K +1,627 New
AC
2180
ASB Consultores
Florida
$441K +$20.3K +76 +5%
KIG
2181
Kennedy Investment Group
New Jersey
$439K +$13.9K +52 +3%
SI
2182
Seeds Investor
New York
$438K -$65.8K -246 -13%
LCWP
2183
Legacy Capital Wealth Partners
Arkansas
$437K +$39.6K +148 +10%
CPWA
2184
Cerro Pacific Wealth Advisors
California
$437K +$535 +2 +0.1%
CAM
2185
Claret Asset Management
Quebec, Canada
$436K +$427K +1,597 New
CC
2186
Cypress Capital
Tennessee
$435K +$117K +439 +38%
LWM
2187
Lionshead Wealth Management
New York
$434K -$6.42K -24 -1%
WWM
2188
Westwood Wealth Management
California
$434K -$418K -1,562 -50%
FMWA
2189
Forvis Mazars Wealth Advisors
Missouri
$433K +$49.5K +185 +13%
CH
2190
Canton Hathaway
Rhode Island
$433K – – –
WG
2191
Welch Group
Alabama
$431K -$12.8K -48 -3%
AAA
2192
American Alpha Advisors
New York
$431K +$18.2K +68 +4%
WAM
2193
Wakefield Asset Management
Colorado
$429K – – –
BC
2194
Belmont Capital
California
$428K -$1.34M -5,000 -76%
SL
2195
Sentinus LLC
Illinois
$428K -$36.1K -135 -8%
RF
2196
Rossby Financial
Florida
$427K +$256K +957 +157%
RIP
2197
Reliant Investment Partners
North Carolina
$427K – – –
SEA
2198
Stegent Equity Advisors
Texas
$426K +$92.2K +345 +28%
PIA
2199
Pinion Investment Advisors
Kansas
$426K +$48.4K +181 +13%
OWMIAS
2200
One Wealth Management Investment & Advisory Services
Florida
$424K -$6.15K -23 -1%
86 87
88
89 90