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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
2251
Onyx Bridge Wealth Group
New York
$244K +$5.62K +21 +2%
UOTTAIMCU
2252
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$244K +$28.9K +108 +13%
LWM
2253
Liberty Wealth Management
California
$244K +$2.16M +8,066 +979%
GAMC
2254
Garner Asset Management Corp
Texas
$243K – – –
CIC
2255
Carnegie Investment Counsel
Ohio
$243K -$631K -2,359 -71%
AA
2256
Aire Advisors
California
$242K +$13.1K +49 +5%
AM
2257
Account Management
Massachusetts
$242K -$8.03K -30 -3%
MPCL
2258
My Personal CFO LLC
Washington
$241K +$24.1K +90 +11%
LCM
2259
Lattice Capital Management
Washington
$241K +$251K +938 New
SWA
2260
Sax Wealth Advisors
New Jersey
$241K +$43.3K +162 +21%
MAM
2261
McLean Asset Management
Virginia
$241K +$10.2K +38 +4%
MAM
2262
MMA Asset Management
Pennsylvania
$240K -$5.35K -20 -2%
CWP
2263
Curated Wealth Partners
California
$240K +$250K +935 New
MA
2264
MJP Associates
Connecticut
$240K -$5.62K -21 -2%
HWP
2265
Heritage Wealth Partners
Ohio
$240K +$250K +933 New
HCP
2266
Hexagon Capital Partners
Arkansas
$239K +$34.5K +129 +16%
EC
2267
EdgeRock Capital
Colorado
$239K +$249K +929 New
AI
2268
Accredited Investors
Minnesota
$239K +$249K +929 New
MBI
2269
May Barnhard Investments
Maryland
$239K – – –
CWA
2270
Consilio Wealth Advisors
Washington
$237K -$11.2K -42 -4%
CCMW
2271
Cypress Capital Management (Wyoming)
Wyoming
$237K -$53.5K -200 -18%
DBRC
2272
D.B. Root & Company
Pennsylvania
$236K +$61K +228 +33%
JWM
2273
JGP Wealth Management
Oregon
$236K +$803 +3 +0.3%
LCM
2274
LRT Capital Management
Texas
$236K +$246K +918 New
VHAM
2275
Van Hulzen Asset Management
California
$236K -$2.79M -10,428 -92%
89 90
91
92 93