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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
2201
Jay D. Rosenbaum
$356K -$790K -2,737 -70%
ETCM
2202
Evolutionary Tree Capital Management
Virginia
$355K – – –
TA
2203
TrueWealth Advisors
Alabama
$355K +$340K +1,180 New
HWA
2204
HCR Wealth Advisors
California
$355K – – –
KCPG
2205
Kavar Capital Partners Group
Kansas
$355K -$340K -1,178 -50%
YWM
2206
Yoder Wealth Management
California
$354K -$6.35K -22 -2%
BBNA
2207
Bremer Bank National Association
Minnesota
$353K -$268K -930 -44%
WSC
2208
Wellington Shields & Co
New York
$352K +$179K +622 +114%
BEI
2209
Benjamin Edwards Inc
Missouri
$349K +$23.4K +81 +8%
TW
2210
TritonPoint Wealth
Maryland
$349K -$3.49M -12,108 -89%
CRI
2211
Colonial River Investments
Virginia
$348K -$166K -576 -33%
HWA
2212
Heritage Wealth Advisors
Virginia
$347K – – –
TA
2213
TFB Advisors
Kansas
$347K +$372K +1,290 New
IP
2214
Ignite Planners
California
$346K -$3.46K -12 -1%
SFG
2215
Sovereign Financial Group
Connecticut
$345K +$16.4K +57 +5%
SPC
2216
Spirepoint Private Client
Florida
$345K +$330K +1,144 New
VF
2217
Vawter Financial
Ohio
$344K – – –
PCA
2218
Peddock Capital Advisors
Massachusetts
$342K – – –
TBC
2219
Ted Buchan & Co
California
$342K +$328K +1,137 New
RWA
2220
Redhawk Wealth Advisors
Minnesota
$342K +$29.1K +101 +10%
RH
2221
RFG Holdings
Texas
$342K +$327K +1,135 New
MAWCM
2222
Mine & Arao Wealth Creation & Management
California
$342K -$7.21K -25 -2%
EW
2223
Element Wealth
Mississippi
$341K -$7.79K -27 -2%
FAM
2224
Forte Asset Management
New York
$339K – – –
BIA
2225
Benchmark Investment Advisors
Illinois
$339K -$51.4K -178 -14%
87 88
89
90 91