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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
2276
Brooklyn FI
New York
$30.8K +$33.2K +189 New
LF
2277
LifeSteps Financial
California
$30.7K +$34.5K +196 New
TSMHT
2278
Thurston Springer Miller Herd & Titak
Indiana
$30.6K -$50.6K -288 -60%
MIM
2279
MTM Investment Management
South Carolina
$30.5K -$1.41K -8 -4%
KG
2280
Kilter Group
New York
$29.6K -$17.4K -99 -34%
TWD
2281
True Wealth Design
Ohio
$29.6K +$14.8K +84 +80%
EF
2282
Entrust Financial
Pennsylvania
$28.4K -$352 -2 -1%
GCM
2283
Gables Capital Management
Florida
$28.4K – – –
KPP
2284
Kings Path Partners
Texas
$27.6K – – –
BWM
2285
Bullock Wealth Management
Indiana
$27K +$29K +165 New
PAP
2286
Persistent Asset Partners
Hong Kong
$26.8K +$30.1K +171 New
AWM
2287
Ameliora Wealth Management
Switzerland
$26.5K – – –
MNA
2288
Manning & Napier Advisors
New York
$26.2K -$123K -702 -81%
MG
2289
MilWealth Group
Wisconsin
$25.8K – – –
BFS
2290
Bare Financial Services
Pennsylvania
$25.7K +$5.63K +32 +24%
MWPCG
2291
Measured Wealth Private Client Group
New Hampshire
$25.6K – – –
GK
2292
Graney & King
New York
$25.4K – – –
TAP
2293
Tounjian Advisory Partners
Florida
$24.7K -$1.22M -6,912 -98%
PF
2294
PlanVest Financial
Maryland
$24.6K – – –
SC
2295
Steph & Co
Wisconsin
$24K -$14.4K -82 -35%
DCM
2296
Dorato Capital Management
Colorado
$23.8K – – –
PP
2297
Pacifica Partners
Canada
$23.8K -$879 -5 -3%
AAG
2298
Accordant Advisory Group
Maryland
$23.5K – – –
CFM
2299
Compass Financial Management
Florida
$23.4K +$22.3K +127 New
CAM
2300
Costello Asset Management
Pennsylvania
$23.2K – – –
90 91
92
93 94