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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
2226
NewSquare Capital
Pennsylvania
$15.6K -$15.3K -75 -50%
LF
2227
Lee Financial
Texas
$15.4K -$4.49K -22 -23%
VF
2228
VitalStone Financial
Texas
$15K +$12.5K +61 +407%
BAM
2229
Bellevue Asset Management
Washington
$14.8K -$4.08K -20 -22%
CAM
2230
Costello Asset Management
Pennsylvania
$14.6K – – –
CWA
2231
Clearview Wealth Advisors
Oregon
$14.6K +$2.04K +10 +17%
SC
2232
Steph & Co
Wisconsin
$13.9K – – –
HWA
2233
HHM Wealth Advisors
Tennessee
$13.5K -$4.7K -23 -26%
TC
2234
Trust Company
Kansas
$12.7K – – –
AFS
2235
Annapolis Financial Services
Maryland
$12.5K – – –
PP
2236
PFS Partners
New Jersey
$12.3K +$11.8K +58 New
PCC
2237
Park Circle Company
Maryland
$11.4K – – –
CMP
2238
Coston McIsaac & Partners
Maine
$11K – – –
MFC
2239
Mechanics Financial Corp
Ohio
$10.6K – – –
SL
2240
Savior LLC
Massachusetts
$10.6K – – –
PP
2241
PrairieView Partners
Minnesota
$10K – – –
TFA
2242
Toth Financial Advisory
Virginia
$9.93K -$264K -1,295 -96%
KFS
2243
Kelly Financial Services
Massachusetts
$9.93K -$612 -3 -6%
NECFA
2244
New England Capital Financial Advisors
Connecticut
$9.51K – – –
FNBOSM
2245
First National Bank of South Miami
Florida
$9.29K – – –
AW
2246
Avion Wealth
Texas
$9K +$7.96K +39 +557%
MBFW
2247
Morton Brown Family Wealth
Pennsylvania
$8.87K -$2.65K -13 -24%
DI
2248
Disciplined Investments
Oklahoma
$8.66K -$612 -3 -7%
SHIM
2249
Stone House Investment Management
Pennsylvania
$8.45K – – –
HH
2250
HWG Holdings
Texas
$7.61K +$7.35K +36 New
88 89
90
91 92