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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2251
DC Investments Management
Virginia
$400K +$15.6K +50 +3%
WA
2252
Waddell & Associates
Tennessee
$399K – – –
BWP
2253
Balboa Wealth Partners
Arizona
$399K -$77.1K -248 -14%
MWA
2254
Muirfield Wealth Advisors
North Carolina
$396K +$6.22K +20 +1%
TWP
2255
Tower Wealth Partners
Pennsylvania
$394K +$188K +603 +70%
BCMLT
2256
Beacon Capital Management LLC (Tennessee)
Tennessee
$394K +$7.46K +24 +2%
TF
2257
Trek Financial
Arizona
$393K -$3.04M -9,775 -87%
WF
2258
Womack Financial
Texas
$393K – – –
MP
2259
Moment Partners
California
$392K – – –
MBTD
2260
Mechanics Bank - Trust Department
California
$392K – – –
AFW
2261
Avantra Family Wealth
Pennsylvania
$392K +$230K +741 +103%
MWM
2262
Mindset Wealth Management
Indiana
$391K +$60.6K +195 +15%
LCWP
2263
Legacy Capital Wealth Partners
Arkansas
$391K +$18.7K +60 +4%
FWA
2264
FSM Wealth Advisors
Ohio
$389K +$71.2K +229 +19%
PFG
2265
PAX Financial Group
Texas
$388K -$16.5K -53 -4%
PAG
2266
Paladin Advisory Group
Iowa
$388K – – –
FF
2267
Farrell Financial
New York
$388K – – –
SWA
2268
Strata Wealth Advisors
Texas
$387K +$16.5K +53 +4%
AWM
2269
AllSquare Wealth Management
New York
$386K – – –
MA
2270
MJP Associates
Connecticut
$386K +$92.4K +297 +26%
TC
2271
Truvestments Capital
Florida
$386K -$285K -915 -39%
ATC
2272
Adirondack Trust Company
New York
$384K – – –
KWMG
2273
King Wealth Management Group
Florida
$383K +$444K +1,429 New
CFG
2274
Copley Financial Group
California
$382K -$5.91K -19 -1%
BOS
2275
Bank of Stockton
California
$382K +$16.5K +53 +4%
89 90
91
92 93