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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
2176
Holistic Planning
Texas
$355K -$58.5K -232 -13%
FIA
2177
FNY Investment Advisers
New York
$355K +$378K +1,500 New
CT
2178
ClearAlpha Technologies
Connecticut
$355K -$643K -2,548 -63%
DIM
2179
DC Investments Management
Virginia
$353K – – –
BB
2180
Busey Bank
Illinois
$352K +$18.4K +73 +5%
WF
2181
Womack Financial
Texas
$352K – – –
FWP
2182
Fiduciary Wealth Partners
Massachusetts
$352K +$375K +1,485 New
LA
2183
LexAurum Advisors
Kansas
$351K +$374K +1,481 New
EFG
2184
Ethos Financial Group
Pennsylvania
$350K -$115K -457 -24%
ACA
2185
American Capital Advisory
Idaho
$350K -$2.52K -10 -0.7%
HNW
2186
High Note Wealth
Minnesota
$348K -$13.9K -55 -4%
DIM
2187
DLK Investment Management
California
$347K -$5.3K -21 -1%
RIS
2188
Retirement Income Solutions
Michigan
$347K +$10.3K +41 +3%
LCWP
2189
Legacy Capital Wealth Partners
Arkansas
$346K -$36.3K -144 -9%
CPWA
2190
Cerro Pacific Wealth Advisors
California
$345K -$36.6K -145 -9%
BBI
2191
Baxter Bros Inc
Connecticut
$345K -$216K -858 -37%
AWM
2192
Atticus Wealth Management
Florida
$344K +$169K +672 +86%
BTWM
2193
Brass Tax Wealth Management
Ohio
$342K -$55K -218 -13%
CPCM
2194
Cardinal Point Capital Management
Ontario, Canada
$341K – – –
BWA
2195
Bestgate Wealth Advisors
Maryland
$341K +$30K +119 +9%
SI
2196
Seeds Investor
New York
$341K -$42.4K -168 -10%
GAM
2197
Gemmer Asset Management
California
$340K -$744K -2,948 -67%
CC
2198
Cypress Capital
Tennessee
$340K -$40.4K -160 -10%
VC
2199
Veracity Capital
Georgia
$340K +$102K +403 +39%
LRWA
2200
Long Run Wealth Advisors
New York
$339K +$9.84K +39 +3%
86 87
88
89 90