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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2276
Osterweis Capital Management
California
$37K -$46.8K -266 -53%
RWM
2277
Raffa Wealth Management
District of Columbia
$36.5K +$11.3K +64 +38%
DCBT
2278
Dakota Community Bank & Trust
North Dakota
$35.6K -$75.4K -429 -65%
MCI
2279
MRP Capital Investments
Georgia
$35.6K -$74.6K -424 -65%
T
2280
Tidemark
California
$35.4K -$176 -1 -0.4%
BONH
2281
Bank of New Hampshire
New Hampshire
$35.2K -$703 -4 -2%
CFS
2282
CGC Financial Services
Oregon
$34.9K – – –
MAM
2283
Marquette Asset Management
Minnesota
$34.2K +$33.6K +191 +707%
SC
2284
Swan Capital
Florida
$34K +$1.58K +9 +4%
PWM
2285
Proathlete Wealth Management
Florida
$33.6K – – –
KAS
2286
Kemnay Advisory Services
New York
$33.2K -$17.2K -98 -32%
NWMP
2287
Noble Wealth Management PBC
Colorado
$33.1K – – –
UIA
2288
Ulland Investment Advisors
Minnesota
$33K -$3.17K -18 -8%
SHIM
2289
Stone House Investment Management
Pennsylvania
$32.9K -$1.76K -10 -5%
AFC
2290
Ares Financial Consulting
California
$32.4K -$10.4K -59 -22%
LHEI
2291
Leo H. Evart Inc
California
$32.1K -$4.4K -25 -11%
AF
2292
Align Financial
Minnesota
$31.8K – – –
NWM
2293
Nova Wealth Management
Florida
$31.3K – – –
MWA
2294
Medallion Wealth Advisors
Connecticut
$31.2K -$7.38K -42 -17%
BF
2295
Brooklyn FI
New York
$30.8K +$33.2K +189 New
LF
2296
LifeSteps Financial
California
$30.7K +$34.5K +196 New
TSMHT
2297
Thurston Springer Miller Herd & Titak
Indiana
$30.6K -$50.6K -288 -60%
MIM
2298
MTM Investment Management
South Carolina
$30.5K -$1.41K -8 -4%
KG
2299
Kilter Group
New York
$29.6K -$17.4K -99 -34%
TWD
2300
True Wealth Design
Ohio
$29.6K +$14.8K +84 +80%
90 91
92
93 94