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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
2301
Arlington Trust
Alabama
$23.2K -$73.7K -419 -74%
AA
2302
Addison Advisors
Vermont
$22.9K -$296K -1,686 -92%
AF
2303
Abound Financial
California
$22.7K – – –
USB
2304
Union Savings Bank
Connecticut
$22.4K -$6.16K -35 -20%
GJIA
2305
Glass Jacobson Investment Advisors
Maryland
$22.1K – – –
EIP
2306
Essential Investment Partners
Colorado
$21.9K – – –
CIAM
2307
Caitong International Asset Management
Hong Kong
$21.9K +$23.9K +136 +3,400%
CC
2308
Centiva Capital
New York
$21.6K -$1.19M -6,747 -98%
CFM
2309
Cornerstone Financial Management
Massachusetts
$21.6K +$9.14K +52 +60%
PCFFS
2310
Pacific Center for Financial Services
California
$21.4K – – –
HPWM
2311
High Point Wealth Management
New Jersey
$21.2K – – –
DCM
2312
Disciplina Capital Management
Tennessee
$21.2K -$7.03K -40 -23%
PCTC
2313
Perkins Coie Trust Company
Washington
$21.1K – – –
PMFA
2314
Plante Moran Financial Advisors
Michigan
$21K +$3.69K +21 +19%
DF
2315
Downshift Financial
Colorado
$20.7K +$23.2K +132 New
PS
2316
Planning Strategies
Pennsylvania
$20.7K +$23.2K +132 New
PWMG
2317
Prestige Wealth Management Group
New Jersey
$20.4K -$10.2K -58 -31%
GCM
2318
Gunpowder Capital Management
Maryland
$20.4K – – –
IWP
2319
IAG Wealth Partners
Wisconsin
$20.4K – – –
BC
2320
Barrett & Company
Rhode Island
$19.4K +$2.46K +14 +13%
FC
2321
Financial Consulate
Maryland
$18.9K -$6.68K -38 -24%
CRI
2322
Commonwealth Retirement Investments
Virginia
$18.8K +$21.1K +120 New
FA
2323
Fountainhead AM
New Jersey
$18.3K +$13.4K +76 +185%
GFA
2324
Godfrey Financial Associates
New York
$18.2K -$3.34K -19 -14%
MSG
2325
Main Street Group
Virginia
$18.2K – – –
91 92
93
94 95