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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
2226
Howard Financial Services
Texas
$414K +$38.9K +125 +9%
AC
2227
ASB Consultores
Florida
$413K -$179K -576 -27%
SCA
2228
Sandy Cove Advisors
Massachusetts
$413K +$28K +90 +6%
PWMG
2229
Pioneer Wealth Management Group
Texas
$412K +$477K +1,535 New
CL
2230
CVFG LLC
Indiana
$411K +$37.9K +122 +9%
BCM
2231
BluePointe Capital Management
California
$411K +$145K +465 +44%
MPCA
2232
Madison Park Capital Advisors
Washington
$411K +$9.33K +30 +2%
BFG
2233
Beacon Financial Group
Texas
$410K +$1.87K +6 +0.4%
RFO
2234
RiverGlades Family Offices
Florida
$409K – – –
FFC
2235
First Financial Corp
Indiana
$408K -$15.6K -50 -3%
ACG
2236
Allen Capital Group
Nebraska
$408K +$125K +401 +36%
CRI
2237
Colonial River Investments
Virginia
$408K -$308K -991 -39%
OWA
2238
Outlook Wealth Advisors
Texas
$408K -$7.15K -23 -1%
4A
2239
4Wealth Advisors
Illinois
$407K +$50.1K +161 +12%
S
2240
Sunpointe
Missouri
$406K -$70K -225 -13%
SIM
2241
SSI Investment Management
California
$406K -$311 -1 -0.1%
AAA
2242
American Alpha Advisors
New York
$406K +$470K +1,512 New
FPW
2243
Fairvoy Private Wealth
Alabama
$403K -$448K -1,440 -49%
AAP
2244
Aristotle Atlantic Partners
Florida
$403K – – –
HA
2245
Harbor Advisors
Florida
$403K – – –
KFGK
2246
Keystone Financial Group (Kentucky)
Kentucky
$402K -$2.49K -8 -0.5%
RIS
2247
Retirement Income Solutions
Michigan
$401K – – –
OWM
2248
Opes Wealth Management
California
$401K +$70K +225 +18%
TC
2249
TFR Capital
Texas
$401K +$465K +1,495 New
AW
2250
Alteri Wealth
California
$401K +$7.46K +24 +2%
88 89
90
91 92