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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SLP
2301
Storen Legacy Partners
Indiana
$207K +$4.56K +22 +2%
MWP
2302
Meriwether Wealth & Planning
Louisiana
$206K +$18.6K +90 +9%
WA
2303
Winter & Associates
Minnesota
$206K -$4.56K -22 -2%
ICP
2304
Impact Capital Partners
Colorado
$206K -$48.9K -236 -18%
SC
2305
Solstein Capital
California
$206K -$22.8K -110 -9%
FNWM
2306
Financial Network Wealth Management
Utah
$206K – – –
SWMG
2307
Signature Wealth Management Group
Georgia
$206K -$1.25M -6,020 -85%
FSA
2308
Fort Sheridan Advisors
Illinois
$206K -$10.4K -50 -4%
BWL
2309
Bogart Wealth LLC
Virginia
$205K +$42.3K +204 +23%
CIP
2310
Convergence Investment Partners
Florida
$205K -$1.81M -8,750 -89%
GS
2311
GWN Securities
Florida
$204K -$4.76K -23 -2%
YWS
2312
Yarger Wealth Strategies
Ohio
$204K +$226K +1,092 New
DWM
2313
Dynasty Wealth Management
Florida
$204K +$226K +1,091 New
MCM
2314
Mengis Capital Management
Oregon
$203K – – –
FOA
2315
Five Oceans Advisors
California
$203K -$4.76K -23 -2%
1WM
2316
1900 Wealth Management
Texas
$203K -$43.3K -209 -16%
FWM
2317
Forza Wealth Management
Florida
$202K – – –
WC
2318
Wynn Capital
Georgia
$202K +$65.7K +317 +41%
BW
2319
Blalock Williams
Alabama
$202K +$17.6K +85 +9%
VEM
2320
Vann Equity Management
Texas
$202K +$224K +1,080 New
CG
2321
Clifford Group
Massachusetts
$201K +$39.4K +190 +21%
PUI
2322
Purpose Unlimited Inc
$200K – – –
EWM
2323
Elevatus Welath Management
New York
$200K +$223K +1,074 New
XWM
2324
Xcel Wealth Management
Florida
$200K -$32.3K -156 -13%
SIS
2325
Sound Income Strategies
Florida
$199K -$40.2K -194 -15%
91 92
93
94 95