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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EF
2301
Entrust Financial
Pennsylvania
$28.4K -$352 -2 -1%
GCM
2302
Gables Capital Management
Florida
$28.4K – – –
KPP
2303
Kings Path Partners
Texas
$27.6K – – –
BWM
2304
Bullock Wealth Management
Indiana
$27K – – –
PAP
2305
Persistent Asset Partners
Hong Kong
$26.8K +$30.1K +171 New
AWM
2306
Ameliora Wealth Management
Switzerland
$26.5K – – –
MNA
2307
Manning & Napier Advisors
New York
$26.2K -$123K -702 -81%
MG
2308
MilWealth Group
Wisconsin
$25.8K – – –
BFS
2309
Bare Financial Services
Pennsylvania
$25.7K +$5.63K +32 +24%
MWPCG
2310
Measured Wealth Private Client Group
New Hampshire
$25.6K – – –
GK
2311
Graney & King
New York
$25.4K – – –
TAP
2312
Tounjian Advisory Partners
Florida
$24.7K -$1.22M -6,912 -98%
PF
2313
PlanVest Financial
Maryland
$24.6K – – –
SC
2314
Steph & Co
Wisconsin
$24K -$14.4K -82 -35%
DCM
2315
Dorato Capital Management
Colorado
$23.8K – – –
PP
2316
Pacifica Partners
Canada
$23.8K -$879 -5 -3%
AAG
2317
Accordant Advisory Group
Maryland
$23.5K – – –
CFM
2318
Compass Financial Management
Florida
$23.4K +$22.3K +127 New
CAM
2319
Costello Asset Management
Pennsylvania
$23.2K – – –
AT
2320
Arlington Trust
Alabama
$23.2K -$73.7K -419 -74%
AA
2321
Addison Advisors
Vermont
$22.9K -$296K -1,686 -92%
AF
2322
Abound Financial
California
$22.7K – – –
USB
2323
Union Savings Bank
Connecticut
$22.4K -$6.16K -35 -20%
GJIA
2324
Glass Jacobson Investment Advisors
Maryland
$22.1K – – –
EIP
2325
Essential Investment Partners
Colorado
$21.9K – – –
91 92
93
94 95