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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2201
Atlas Capital Advisors
Wyoming
$68K -$120K -681 -61%
MP
2202
McDonald Partners
Ohio
$67.8K -$2.12M -12,044 -97%
SFG
2203
Strive Financial Group
Indiana
$67.7K -$17.4K -99 -19%
SG
2204
Sankala Group
Colorado
$66.9K -$11.3K -64 -16%
WBC
2205
West Branch Capital
Massachusetts
$66.7K +$20.4K +116 +37%
NEWAS
2206
N.E.W. Advisory Services
Wisconsin
$66.2K +$14.4K +82 +24%
SIM
2207
Synergy Investment Management
Florida
$64.3K +$55.6K +316 +1,215%
RPA
2208
Redwood Park Advisors
California
$64.1K +$176 +1 +0.2%
BW
2209
Bravera Wealth
North Dakota
$63.6K -$31.7K -180 -31%
DFA
2210
DHJJ Financial Advisors
Illinois
$63.1K – – –
FFA
2211
Frazier Financial Advisors
Ohio
$61.7K -$33.9K -193 -33%
CPG
2212
Cornerstone Planning Group
New Jersey
$61.2K -$14.9K -85 -18%
BW
2213
Basepoint Wealth
Iowa
$60.3K +$21.1K +120 +45%
AW
2214
Avion Wealth
Texas
$60K +$27.1K +154 +67%
FDW
2215
Fourth Dimension Wealth
Ohio
$58.9K – – –
TWM
2216
Tripletail Wealth Management
Florida
$58.6K -$61.2K -348 -50%
CH
2217
CDKV Holdings
Colorado
$57.2K – – –
DAM
2218
Delta Asset Management
Tennessee
$56.1K +$13.4K +76 +27%
WAG
2219
Wilkerson Advisory Group
Missouri
$55.3K -$15.1K -86 -20%
CWM
2220
Consultiva Wealth Management
Puerto Rico
$55K – – –
HPBT
2221
Hickory Point Bank & Trust
Illinois
$54.8K – – –
PWMG
2222
Private Wealth Management Group
New Jersey
$54.6K -$1.93K -11 -3%
CT
2223
Coastline Trust
Rhode Island
$53.7K -$55K -313 -48%
QL
2224
Quarry LP
New York
$53.3K -$19.3K -110 -24%
FPB
2225
First PREMIER Bank
South Dakota
$53K -$1.76K -10 -3%
87 88
89
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