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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWS
2351
Dynamic Wealth Strategies
California
$413K +$14K +44 +4%
SWM
2352
Scissortail Wealth Management
Oklahoma
$412K +$389K +1,220 +10,167%
BFC
2353
Bedel Financial Consulting
Indiana
$412K -$11.2K -35 -3%
AI
2354
Accredited Investors
Minnesota
$411K -$124K -390 -24%
PBK
2355
Peoples Bank (Kansas)
Kansas
$410K – – –
GMA
2356
Glassy Mountain Advisors
Maryland
$409K – – –
JCFM
2357
JBR Co Financial Management
Oklahoma
$409K +$3.19K +10 +0.8%
OWM
2358
OneAscent Wealth Management
Alabama
$408K +$27.8K +87 +8%
CL
2359
CSS LLC
Illinois
$408K -$951K -2,980 -71%
RCP
2360
Rothschild Capital Partners
New York
$408K +$389K +1,220 New
SEA
2361
Stegent Equity Advisors
Texas
$407K +$3.51K +11 +0.9%
BWS
2362
Broadway Wealth Solutions
Texas
$407K +$388K +1,217 New
PPC
2363
Pennington Partners & Co
Maryland
$407K +$388K +1,215 New
PA
2364
PSI Advisors
Florida
$405K -$211K -661 -35%
TFA
2365
Teamwork Financial Advisors
Texas
$404K -$44.4K -139 -10%
TFA
2366
Trinity Financial Advisors
Ohio
$403K +$68.9K +216 +22%
CCWM
2367
Cassaday & Co Wealth Management
Virginia
$403K +$136K +426 +55%
CA
2368
Crewe Advisors
Utah
$402K -$142K -445 -27%
KW
2369
KWB Wealth
California
$402K +$219K +685 +88%
SPC
2370
Spirepoint Private Client
Florida
$402K +$1.92K +6 +0.5%
F8IS
2371
Figure 8 Investment Strategies
Idaho
$402K +$383K +1,201 New
FNBSF
2372
First National Bank Sioux Falls
South Dakota
$401K – – –
MAM
2373
McLean Asset Management
Virginia
$401K +$75K +235 +24%
GCM
2374
Gallacher Capital Management
Colorado
$401K -$34.8K -109 -8%
SFG
2375
Sovereign Financial Group
Connecticut
$399K -$11.5K -36 -3%
93 94
95
96 97