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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
2326
Kowal Investment Group
Wisconsin
$215K +$224K +836 New
SW
2327
SkyOak Wealth
Michigan
$215K +$224K +836 New
WE
2328
Wealth Effects
Massachusetts
$215K -$5.35K -20 -2%
BCG
2329
Breakwater Capital Group
New Jersey
$214K +$12K +45 +6%
AWA
2330
Archvest Wealth Advisors
California
$214K – – –
FC
2331
Forte Capital
New York
$214K – – –
MWP
2332
Meridian Wealth Partners
Pennsylvania
$213K +$11K +41 +5%
SWM
2333
Silverlake Wealth Management
Vermont
$213K -$52.4K -196 -19%
CMS
2334
Capital Market Strategies
Florida
$213K +$222K +829 New
EA
2335
Ellsworth Advisors
Ohio
$213K – – –
AIM
2336
Arcadia Investment Management
Michigan
$213K -$134K -500 -38%
MCM
2337
Manchester Capital Management
Vermont
$213K -$16.1K -60 -7%
RA
2338
Rise Advisors
New York
$212K -$7.76K -29 -3%
MWM
2339
Marion Wealth Management
Pennsylvania
$211K +$35.9K +134 +20%
AI
2340
Arvest Investments
Arkansas
$210K +$32.6K +122 +18%
ACG
2341
Allen Capital Group
Nebraska
$210K -$10.7K -40 -5%
LFG
2342
Lockerman Financial Group
California
$210K +$218K +816 New
WDC
2343
Woodward Diversified Capital
California
$210K -$832K -3,110 -79%
TA
2344
Townsend & Associates
Colorado
$209K -$27K -101 -11%
FNWM
2345
Financial Network Wealth Management
Utah
$209K +$218K +816 New
ASC
2346
Atalanta Sosnoff Capital
New York
$209K -$46.6M -174,191 -100%
APG
2347
Abacus Planning Group
South Carolina
$209K -$3.48K -13 -2%
ACC
2348
Acorn Creek Capital
Colorado
$208K -$19K -71 -8%
CAAS
2349
Capital Asset Advisory Services
Michigan
$208K -$26K -97 -11%
EWM
2350
Elevatus Welath Management
New York
$207K -$27K -101 -11%
92 93
94
95 96