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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2276
Silverlake Wealth Management
Vermont
$309K +$7.21K +25 +3%
GAG
2277
Goodman Advisory Group
Massachusetts
$308K – – –
EBA
2278
Eagle Bay Advisors
New York
$308K +$170K +589 +136%
SFP
2279
Sweet Financial Partners
Minnesota
$308K +$7.21K +25 +3%
LFG
2280
Larson Financial Group
Missouri
$306K -$30.3K -105 -9%
OWA
2281
Opal Wealth Advisors
New York
$306K +$8.08K +28 +3%
CSIC
2282
Clifford Swan Investment Counsel
California
$306K – – –
WPW
2283
Warther Private Wealth
Ohio
$306K +$293K +1,017 New
CV
2284
Counterweight Ventures
North Carolina
$306K -$17.6K -61 -6%
OC
2285
Oarsman Capital
Wisconsin
$306K +$17.3K +60 +6%
FFG
2286
Frisch Financial Group
New York
$305K – – –
FA
2287
Fiducient Advisors
Illinois
$304K +$291K +1,008 New
SAMT
2288
Select Asset Management & Trust
Pennsylvania
$303K – – –
ZIC
2289
ZWJ Investment Counsel
Georgia
$303K -$20.2K -70 -7%
TFA
2290
Trinity Financial Advisors
Ohio
$302K – – –
CA
2291
Carson Advisory
Georgia
$302K +$2.88K +10 +1%
AHL
2292
Abel Hall LLC
Louisiana
$301K +$10.1K +35 +4%
CCM
2293
CloudAlpha Capital Management
Hong Kong
$301K -$10.7M -37,000 -97%
CL
2294
CSS LLC
Illinois
$301K -$289K -1,000 -50%
CA
2295
CV Advisors
Florida
$301K – – –
TIM
2296
Thompson Investment Management
Wisconsin
$301K – – –
FWI
2297
Facet Wealth Inc
Maryland
$300K +$314K +1,089 New
BWM
2298
BlackDiamond Wealth Management
New York
$298K +$17K +59 +6%
FHWM
2299
Fox Hill Wealth Management
Massachusetts
$297K +$11K +38 +4%
PMSA
2300
Patrick M. Sweeney & Associates
Illinois
$296K +$29.1K +101 +11%
90 91
92
93 94