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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2351
Elevatus Welath Management
New York
$207K -$27K -101 -11%
JCM
2352
Jag Capital Management
Missouri
$206K – – –
CFA
2353
Cahill Financial Advisors
Minnesota
$206K +$3.21K +12 +2%
CFP
2354
Cascade Financial Partners
California
$206K -$5.35K -20 -2%
RCA
2355
Ranch Capital Advisors
Florida
$205K – – –
MWM
2356
Mosley Wealth Management
California
$205K +$1.61K +6 +0.8%
PCMC
2357
Planning Capital Management Corporation
Pennsylvania
$205K +$18.7K +70 +10%
AIM
2358
Alhambra Investment Management
Florida
$205K +$214K +798 New
HCM
2359
HMS Capital Management
Tennessee
$204K – – –
EGA
2360
E&G Advisors
Texas
$204K +$13.4K +50 +7%
JLBC
2361
J.L. Bainbridge & Co
Florida
$204K +$2.14K +8 +1%
ML
2362
McAdam LLC
Pennsylvania
$204K +$12K +45 +6%
SN
2363
Sittner & Nelson
Oregon
$204K -$9.63K -36 -4%
BSSFA
2364
Baron Silver Stevens Financial Advisors
Florida
$203K -$35.6K -133 -14%
NCFG
2365
New Century Financial Group
New Jersey
$203K -$777K -2,905 -79%
IC
2366
Iconiq Capital
California
$203K +$211K +790 New
GWP
2367
Gateway Wealth Partners
Wisconsin
$203K +$2.68K +10 +1%
AWA
2368
Aletheian Wealth Advisors
Washington
$202K +$210K +786 New
MHWM
2369
Montz Harcus Wealth Management
Louisiana
$202K +$19.5K +73 +10%
OPA
2370
Old Port Advisors
Maine
$202K +$9.37K +35 +5%
RWM
2371
Revisor Wealth Management
Ohio
$201K -$15.8K -59 -7%
FW
2372
FullCircle Wealth
Texas
$201K +$215K +803 New
RRA
2373
Round Rock Advisors
Connecticut
$201K -$15.3K -57 -7%
LRIA
2374
Leonard Rickey Investment Advisors
Washington
$200K +$208K +778 New
EBA
2375
Eagle Bay Advisors
New York
$199K -$65.8K -246 -24%
93 94
95
96 97