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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
2301
Aureus Asset Management
Massachusetts
$337K +$52.7K +212 +20%
AMPWP
2302
Alvarez & Marsal Private Wealth Partners
Florida
$337K +$316K +1,270 New
AOWM
2303
Alpha Omega Wealth Management
Virginia
$337K +$50K +201 +19%
SCM
2304
Sitrin Capital Management
California
$336K – – –
IF
2305
Intrua Financial
Texas
$336K -$57.9K -233 -16%
CAGAS
2306
Capital Advisory Group Advisory Services
Minnesota
$335K -$20.1K -81 -6%
BFC
2307
Bedel Financial Consulting
Indiana
$333K -$23.9K -96 -7%
EC
2308
EdgeRock Capital
Colorado
$332K +$19.4K +78 +7%
TFA
2309
Trinity Financial Advisors
Ohio
$331K – – –
FAN
2310
Financial Advisors Network
California
$331K +$311K +1,251 New
RLH
2311
RD Lewis Holdings
Florida
$331K – – –
BC
2312
Brio Consultants
California
$330K +$27.8K +112 +10%
SWM
2313
Scissortail Wealth Management
Oklahoma
$330K +$2.48K +10 +0.8%
FNBSF
2314
First National Bank Sioux Falls
South Dakota
$330K +$9.2K +37 +3%
RA
2315
Ransom Advisory
Rhode Island
$329K – – –
IJWM
2316
Inman Jager Wealth Management
Mississippi
$328K – – –
OIS
2317
OneAscent Investment Solutions
Alabama
$328K – – –
WP
2318
Westmount Partners
California
$328K +$9.2K +37 +3%
TM
2319
TigerOak Management
New Mexico
$327K -$7.46K -30 -2%
IP
2320
Ignite Planners
California
$327K -$41K -165 -10%
RP
2321
Riverwater Partners
Wisconsin
$326K +$306K +1,232 New
BBL
2322
Beck Bode LLC
Massachusetts
$326K +$7.7K +31 +3%
XWM
2323
Xcel Wealth Management
Florida
$326K -$84.5K -340 -22%
BCMLT
2324
Beacon Capital Management LLC (Tennessee)
Tennessee
$325K -$35.8K -144 -10%
EFSCE
2325
Enterprise Financial Services Corp (EFSC)
Missouri
$324K +$4.22K +17 +1%
91 92
93
94 95