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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMN
2201
Financial Management Network
California
$389K -$29.8K -120 -7%
LRWA
2202
Long Run Wealth Advisors
New York
$389K +$8.95K +36 +3%
GA
2203
GFS Advisors
Texas
$389K -$1.33M -5,351 -78%
OWP
2204
ORG Wealth Partners
Texas
$388K -$250K -1,008 -41%
TCM
2205
Tandem Capital Management
New Jersey
$388K -$326K -1,313 -47%
SFC
2206
SYM Financial Corp
Indiana
$385K -$40.3K -162 -10%
MW
2207
MBL Wealth
North Carolina
$385K +$64.9K +261 +22%
RF
2208
Rossby Financial
Florida
$384K -$58.2K -234 -14%
TCM
2209
Triumph Capital Management
Colorado
$383K +$14.7K +59 +4%
BWM
2210
BlackDiamond Wealth Management
New York
$383K +$54.7K +220 +13%
CPWA
2211
Cerro Pacific Wealth Advisors
California
$383K -$2.98K -12 -0.8%
BFG
2212
Beacon Financial Group
Texas
$383K +$18.1K +73 +5%
SAM
2213
Sagewood Asset Management
New York
$383K +$359K +1,444 New
LCWP
2214
Legacy Capital Wealth Partners
Arkansas
$382K -$4.22K -17 -1%
BWS
2215
Broadway Wealth Solutions
Texas
$382K +$5.47K +22 +2%
OFG
2216
Oxford Financial Group
Indiana
$381K -$130K -525 -27%
BWA
2217
Bestgate Wealth Advisors
Maryland
$381K – – –
SCG
2218
Sonata Capital Group
Washington
$381K -$119K -479 -25%
HI
2219
Hudock Inc
Pennsylvania
$380K +$8.7K +35 +3%
EFG
2220
Ethos Financial Group
Pennsylvania
$380K -$10.9K -44 -3%
RIS
2221
Retirement Income Solutions
Michigan
$377K -$10.2K -41 -3%
FG
2222
Foster Group
Iowa
$377K +$75.5K +304 +27%
NAS
2223
NWF Advisory Services
California
$376K +$20.9K +84 +6%
SSWM
2224
Sheets Smith Wealth Management
North Carolina
$376K +$2.98K +12 +0.9%
IWAO
2225
Independence Wealth Advisors (Ohio)
Ohio
$375K +$352K +1,417 New
87 88
89
90 91