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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
2251
Pettee Investors
Connecticut
$221K -$26.7K -129 -9%
WE
2252
Wealth Effects
Massachusetts
$220K +$15.5K +75 +7%
VC
2253
Veracity Capital
Georgia
$220K -$22.8K -110 -9%
IWA
2254
Inspirion Wealth Advisors
Illinois
$220K +$244K +1,178 New
RIA
2255
Regal Investment Advisors
Michigan
$220K +$38.1K +184 +19%
WIA
2256
Wetzel Investment Advisors
Indiana
$219K -$35.2K -170 -13%
EAM
2257
Evanson Asset Management
California
$219K +$5.39K +26 +2%
AGC
2258
Aspen Grove Capital
Colorado
$218K -$3.31K -16 -1%
SAM
2259
Sagewood Asset Management
New York
$218K -$57.4K -277 -19%
OWM
2260
OneAscent Wealth Management
Alabama
$218K -$2.9K -14 -1%
ORAM
2261
One River Asset Management
Connecticut
$217K +$241K +1,165 New
PWAM
2262
Pinnacle West Asset Management
Wyoming
$217K -$5.18K -25 -2%
CCWM
2263
Cassaday & Co Wealth Management
Virginia
$217K -$144K -693 -37%
PCA
2264
Peddock Capital Advisors
Massachusetts
$217K – – –
DWM
2265
Daner Wealth Management
Georgia
$217K +$27.8K +134 +12%
VIM
2266
Vista Investment Management
Pennsylvania
$217K -$131K -630 -35%
TWM
2267
Topsail Wealth Management
North Carolina
$216K +$49.3K +238 +26%
TWM
2268
Tradition Wealth Management
Minnesota
$216K +$17.8K +86 +8%
SSCA
2269
South Shore Capital Advisors
Massachusetts
$216K -$94.5K -456 -28%
FMC
2270
First Merchants Corp
Indiana
$215K -$82.9K -400 -26%
CSI
2271
Cross Staff Investments
New York
$215K +$239K +1,154 New
LWM
2272
LightSquare Wealth Management
Michigan
$215K +$239K +1,154 New
E
2273
Entelevest
Florida
$215K +$9.32K +45 +4%
KV
2274
Kickstand Ventures
New York
$215K +$238K +1,150 New
VPP
2275
Vertex Planning Partners
Illinois
$215K +$238K +1,150 New
89 90
91
92 93