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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPW
2276
Warther Private Wealth
Ohio
$251K -$25.6K -100 -10%
1WM
2277
1858 Wealth Management
Ohio
$251K – – –
AAMA
2278
Advanced Asset Management Advisors
Ohio
$251K – – –
MP
2279
McDonald Partners
Ohio
$250K +$2.82K +11 +1%
PFA
2280
Pure Financial Advisors
California
$249K +$7.68K +30 +3%
JCM
2281
Jag Capital Management
Missouri
$249K +$27.2K +106 +13%
CAM
2282
CenterStar Asset Management
Illinois
$249K +$233K +908 New
GCP
2283
Gill Capital Partners
Colorado
$248K +$16.1K +63 +7%
MWM
2284
Marion Wealth Management
Pennsylvania
$248K +$21.8K +85 +10%
HKIMG
2285
Hutchens & Kramer Investment Management Group
Indiana
$247K +$6.15K +24 +3%
RAS
2286
RPS Advisory Solutions
Kentucky
$247K +$5.89K +23 +3%
LWM
2287
Liberty Wealth Management
California
$246K -$2.05M -7,992 -90%
ERWM
2288
Elk River Wealth Management
Colorado
$246K – – –
AC
2289
AXQ Capital
New Jersey
$246K +$230K +898 New
BCM
2290
BluePointe Capital Management
California
$245K +$5.38K +21 +2%
SWM
2291
Silverlake Wealth Management
Vermont
$245K +$16.6K +65 +8%
BCA
2292
Bay Colony Advisors
Massachusetts
$244K +$256 +1 +0.1%
BSSFA
2293
Baron Silver Stevens Financial Advisors
Florida
$244K +$25.6K +100 +13%
HP
2294
Holistic Planning
Texas
$243K +$42K +164 +23%
FNBT
2295
FineMark National Bank & Trust
Florida
$243K -$426K -1,664 -65%
DWM
2296
Destination Wealth Management
California
$243K -$17.9K -70 -7%
ACC
2297
Acorn Creek Capital
Colorado
$242K +$19.2K +75 +9%
GGA
2298
Granite Group Advisors
Connecticut
$242K – – –
IDBONY
2299
Israel Discount Bank of New York
New York
$242K +$226K +883 New
TWP
2300
Tower Wealth Partners
Pennsylvania
$241K -$768 -3 -0.3%
90 91
92
93 94