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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
2326
SGL Investment Advisors
Montana
$228K +$176K +687 New
LA
2327
Lifeworks Advisors
Michigan
$228K +$213K +832 New
RA
2328
Rise Advisors
New York
$226K +$256 +1 +0.1%
NCTC
2329
New Covenant Trust Company
Indiana
$226K +$209K +816 New
BWM
2330
Blossom Wealth Management
California
$225K -$7.68K -30 -4%
LFG
2331
Lockerman Financial Group
California
$225K +$1.54K +6 +0.7%
HCP
2332
Hexagon Capital Partners
Arkansas
$224K -$29.2K -114 -12%
WDC
2333
Woodward Diversified Capital
California
$223K +$256 +1 +0.1%
FNWM
2334
Financial Network Wealth Management
Utah
$223K – – –
PCMC
2335
Private Capital Management (Colorado)
Colorado
$223K -$61.7K -241 -23%
JSC
2336
Jackson Square Capital
California
$223K +$209K +814 New
RWA
2337
Redhawk Wealth Advisors
Minnesota
$223K -$38.7K -151 -16%
SFA
2338
Source Financial Advisors
New York
$222K +$208K +812 New
HWM
2339
Hemington Wealth Management
Virginia
$222K +$196K +765 New
HPM
2340
Hoxton Planning & Management
West Virginia
$222K +$208K +811 New
SAF
2341
Smith Anglin Financial
Texas
$222K -$13.3K -52 -6%
OFW
2342
Omnia Family Wealth
Florida
$222K +$207K +808 New
VCP
2343
Verus Capital Partners
Arizona
$221K -$8.45K -33 -4%
DIP
2344
DT Investment Partners
Pennsylvania
$221K +$37.1K +145 +22%
SAM
2345
Summit Asset Management
Tennessee
$221K +$206K +806 New
CWMS
2346
Cannon Wealth Management Services
North Carolina
$220K +$206K +805 New
AWM
2347
Abound Wealth Management
Tennessee
$220K +$56.1K +219 +37%
MWA
2348
Motive Wealth Advisors
Michigan
$220K – – –
EGA
2349
E&G Advisors
Texas
$220K +$2.56K +10 +1%
GAG
2350
GM Advisory Group
New York
$220K -$20.2K -79 -9%
92 93
94
95 96