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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
2251
Intrepid Financial Planning Group
Indiana
$261K – – –
SFS
2252
Stiles Financial Services
Minnesota
$261K -$14.6K -57 -6%
GA
2253
GoalVest Advisory
New York
$260K +$16.4K +64 +7%
CAM
2254
Clark Asset Management
New Hampshire
$260K +$243K +948 New
EC
2255
EdgeRock Capital
Colorado
$259K +$4.35K +17 +2%
GAMC
2256
Garner Asset Management Corp
Texas
$258K – – –
FFA
2257
Florida Financial Advisors
Florida
$258K -$65.1K -254 -21%
TFA
2258
Trinity Financial Advisors
Ohio
$258K – – –
GSIS
2259
Global Strategic Investment Solutions
Arizona
$258K -$3.84K -15 -2%
CWP
2260
Curated Wealth Partners
California
$257K +$1.02K +4 +0.4%
LCM
2261
Lattice Capital Management
Washington
$257K – – –
SIAG
2262
Safeguard Investment Advisory Group
California
$256K +$240K +936 New
HB
2263
Horizon Bancorp
Indiana
$256K +$17.9K +70 +8%
MWM
2264
Mosley Wealth Management
California
$255K +$20.2K +79 +10%
WTA
2265
Washington Trust Advisors
Massachusetts
$255K -$136K -532 -36%
FPWM
2266
FSB Premier Wealth Management
Iowa
$254K +$238K +929 New
D
2267
Diversified
Delaware
$254K +$6.4K +25 +3%
DE
2268
Diversified Enterprises
Delaware
$254K +$238K +929 New
MBI
2269
May Barnhard Investments
Maryland
$254K – – –
LRIA
2270
Leonard Rickey Investment Advisors
Washington
$254K +$38.2K +149 +19%
MFS
2271
Madrona Financial Services
Washington
$253K +$237K +924 New
CCMW
2272
Cypress Capital Management (Wyoming)
Wyoming
$252K – – –
CS
2273
Crescent Sterling
Louisiana
$252K +$236K +920 New
RIA
2274
Realta Investment Advisors
Delaware
$252K -$1.27M -4,942 -85%
AA
2275
Aire Advisors
California
$251K -$6.4K -25 -3%
89 90
91
92 93