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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
2351
Precedent Wealth Partners
Texas
$272K – – –
SI
2352
Seeds Investor
New York
$272K +$261K +903 New
FRA
2353
Front Row Advisors
California
$271K +$28K +97 +12%
AA
2354
Aire Advisors
California
$270K +$2.31K +8 +0.9%
MWM
2355
Modern Wealth Management
Kansas
$268K +$257K +891 New
MCM
2356
Manchester Capital Management
Vermont
$267K +$30.6K +106 +14%
MAM
2357
MMA Asset Management
Pennsylvania
$266K +$5.77K +20 +2%
BHBT
2358
Burke & Herbert Bank & Trust
Virginia
$266K -$866 -3 -0.3%
WA
2359
Westfuller Advisors
New York
$266K +$254K +881 New
WCA
2360
Westover Capital Advisors
Delaware
$266K +$27.1K +94 +12%
WG
2361
Welch Group
Alabama
$265K -$6.64K -23 -3%
ACC
2362
Acorn Creek Capital
Colorado
$265K -$6.06K -21 -2%
TCMP
2363
Thrive Capital Management (Pennsylvania)
Pennsylvania
$265K -$316K -1,095 -55%
TFM
2364
TFC Financial Management
Massachusetts
$265K +$1.44K +5 +0.6%
SNBOSD
2365
Security National Bank of So Dak
Iowa
$265K -$2.6K -9 -1%
FCIM
2366
Fairview Capital Investment Management
California
$265K +$254K +879 New
CFS
2367
CRA Financial Services
New Jersey
$264K +$5.19K +18 +2%
BWM
2368
Blossom Wealth Management
California
$263K -$4.33K -15 -2%
TWP
2369
Tower Wealth Partners
Pennsylvania
$262K +$4.91K +17 +2%
AIA
2370
Alera Investment Advisors
Illinois
$262K +$28.6K +99 +13%
MFGM
2371
Marshall Financial Group (Maryland)
Maryland
$259K +$248K +861 New
PWA
2372
Prairie Wealth Advisors
Nebraska
$259K +$248K +859 New
HKIMG
2373
Hutchens & Kramer Investment Management Group
Indiana
$259K +$13.8K +48 +6%
LWM
2374
LongView Wealth Management
Georgia
$258K -$6.64K -23 -3%
KSWWM
2375
Keyes Stange & Wooten Wealth Management
Florida
$258K -$4.62K -16 -2%
93 94
95
96 97