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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2326
Coppell Advisory Solutions
Texas
$341K -$653K -2,098 -62%
KPWG
2327
KFA Private Wealth Group
Virginia
$341K +$395K +1,269 New
WKSWA
2328
White Knight Strategic Wealth Advisors
New Jersey
$340K -$447K -1,436 -53%
SCM
2329
Sitrin Capital Management
California
$340K – – –
PAG
2330
Powers Advisory Group
Illinois
$339K +$311 +1 +0.1%
CCFM
2331
Clear Creek Financial Management
Washington
$339K +$54.4K +175 +16%
NWWA
2332
New Wave Wealth Advisors
Arkansas
$338K +$76.2K +245 +24%
FOA
2333
Five Oceans Advisors
California
$337K -$933 -3 -0.2%
RI
2334
Ridgewood Investments
New Jersey
$337K +$73.1K +235 +23%
JAG
2335
Journey Advisory Group
Kentucky
$336K +$34.8K +112 +10%
DWS
2336
Dynamic Wealth Strategies
California
$336K +$5.29K +17 +1%
SFG
2337
Sovereign Financial Group
Connecticut
$336K +$18K +58 +5%
BCM
2338
Brown Capital Management
Maryland
$335K -$572K -1,838 -60%
SWA
2339
SOA Wealth Advisors
New York
$335K -$18K -58 -4%
FHC
2340
First Heartland Consultants
Missouri
$334K +$37.3K +120 +11%
VIM
2341
Vancity Investment Management
British Columbia, Canada
$334K +$387K +1,243 New
CCM
2342
Chaney Capital Management
Washington
$334K -$45.4K -146 -11%
RWPA
2343
Richard W. Paul & Associates
Michigan
$333K -$5.29K -17 -1%
SPC
2344
Spirepoint Private Client
Florida
$333K +$12.1K +39 +3%
IJWM
2345
Inman Jager Wealth Management
Mississippi
$333K – – –
SPF
2346
South Plains Financial
Texas
$332K +$107K +343 +38%
RFA
2347
Resurgent Financial Advisors
Georgia
$332K -$16.2K -52 -4%
AWA
2348
Adapt Wealth Advisors
Georgia
$332K -$1.55K -5 -0.4%
CNBOF
2349
City National Bank of Florida
Florida
$332K +$385K +1,237 New
LMC
2350
Lightspeed Management Company
California
$332K – – –
92 93
94
95 96