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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
2251
Planning Capital Management Corporation
Pennsylvania
$239K +$206K +909 New
LCWP
2252
Legacy Capital Wealth Partners
Arkansas
$239K +$206K +909 New
EWM
2253
Elevatus Welath Management
New York
$239K +$205K +907 New
CAC
2254
Core Alternative Capital
Georgia
$238K +$8.83K +39 +4%
AA
2255
Apriem Advisors
California
$238K +$205K +905 New
PWP
2256
Precedent Wealth Partners
Texas
$238K +$205K +904 New
WG
2257
Welch Group
Alabama
$238K +$205K +904 New
ACC
2258
Acorn Creek Capital
Colorado
$237K +$204K +902 New
SAM
2259
Shikiar Asset Management
New York
$237K -$493K -2,180 -71%
SICM
2260
Sustainable Insight Capital Management
New York
$237K -$158K -700 -44%
AWP
2261
Avid Wealth Partners
Texas
$236K +$203K +898 New
CWA
2262
Consilio Wealth Advisors
Washington
$236K +$203K +896 New
AI
2263
Accredited Investors
Minnesota
$235K +$202K +892 New
EPA
2264
Element Pointe Advisors
Florida
$234K +$202K +891 New
MBI
2265
May Barnhard Investments
Maryland
$234K +$201K +889 New
BWM
2266
Blossom Wealth Management
California
$234K +$201K +888 New
SNBOSD
2267
Security National Bank of So Dak
Iowa
$234K +$201K +888 New
AA
2268
Aire Advisors
California
$234K +$201K +886 New
TWP
2269
Tempus Wealth Planning
California
$233K +$201K +887 New
HG
2270
Harbor Group
New Hampshire
$233K -$41.9K -185 -17%
BHBT
2271
Burke & Herbert Bank & Trust
Virginia
$233K +$201K +886 New
WE
2272
Wealth Effects
Massachusetts
$233K +$200K +885 New
MPW
2273
MGO Private Wealth
California
$232K +$200K +883 New
PMSA
2274
Patrick M. Sweeney & Associates
Illinois
$232K +$199K +881 New
OPPS
2275
Obsidian Personal Planning Solutions
Maryland
$232K +$199K +880 New
89 90
91
92 93