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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2226
Bravera Wealth
North Dakota
$63.6K -$31.7K -180 -31%
DFA
2227
DHJJ Financial Advisors
Illinois
$63.1K – – –
FFA
2228
Frazier Financial Advisors
Ohio
$61.7K -$33.9K -193 -33%
CPG
2229
Cornerstone Planning Group
New Jersey
$61.2K -$14.9K -85 -18%
BW
2230
Basepoint Wealth
Iowa
$60.3K +$21.1K +120 +45%
AW
2231
Avion Wealth
Texas
$60K +$27.1K +154 +67%
FDW
2232
Fourth Dimension Wealth
Ohio
$58.9K – – –
WAU
2233
Wellington-Altus USA
Manitoba, Canada
$58.8K +$29.9K +170 +117%
TWM
2234
Tripletail Wealth Management
Florida
$58.6K -$61.2K -348 -50%
CH
2235
CDKV Holdings
Colorado
$57.2K – – –
DAM
2236
Delta Asset Management
Tennessee
$56.1K +$13.4K +76 +27%
WAG
2237
Wilkerson Advisory Group
Missouri
$55.3K -$15.1K -86 -20%
CWM
2238
Consultiva Wealth Management
Puerto Rico
$55K – – –
HPBT
2239
Hickory Point Bank & Trust
Illinois
$54.8K – – –
PWMG
2240
Private Wealth Management Group
New Jersey
$54.6K -$1.93K -11 -3%
CT
2241
Coastline Trust
Rhode Island
$53.7K -$55K -313 -48%
QL
2242
Quarry LP
New York
$53.3K -$19.3K -110 -24%
FPB
2243
First PREMIER Bank
South Dakota
$53K -$1.76K -10 -3%
FCT
2244
First Community Trust
Iowa
$52.5K -$125K -710 -68%
SNBOSCI
2245
Security National Bank of Sioux City Iowa
Iowa
$52.5K +$58.9K +335 New
FDCP
2246
Foster Dykema Cabot & Partners
Massachusetts
$52.3K – – –
MHR
2247
Matthew Hamilton Rosenberg
$52K +$30.8K +175 +111%
ECM
2248
Estabrook Capital Management
New York
$51.9K – – –
SWIM
2249
Smallwood Wealth Investment Management
New Jersey
$51.6K – – –
FP
2250
Financial Perspectives
Minnesota
$51.3K – – –
88 89
90
91 92