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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
2351
Westmount Partners
California
$332K -$27K -101 -8%
FWI
2352
Facet Wealth Inc
Maryland
$331K -$27.3K -102 -7%
JWM
2353
JGP Wealth Management
Oregon
$331K -$20.1K -75 -6%
PAG
2354
Powers Advisory Group
Illinois
$331K -$13.6K -51 -4%
WDC
2355
Woodward Diversified Capital
California
$330K +$97.6K +365 +43%
LW
2356
Libra Wealth
California
$329K -$4.01K -15 -1%
CA
2357
Calton & Associates
Florida
$329K +$10.4K +39 +3%
FNBSF
2358
First National Bank Sioux Falls
South Dakota
$329K +$1.87K +7 +0.6%
PWAM
2359
Pinnacle West Asset Management
Wyoming
$329K +$14.7K +55 +5%
LI
2360
LRI Investments
Florida
$329K -$101K -378 -2%
HWM
2361
Hohimer Wealth Management
Washington
$328K +$16.8K +63 +6%
DBRC
2362
D.B. Root & Company
Pennsylvania
$328K +$321K +1,201 New
BHC
2363
Bowen Hanes & Co
Florida
$327K -$1.42M -5,325 -82%
NWMG
2364
National Wealth Management Group
Ohio
$327K +$320K +1,198 New
JCFM
2365
JBR Co Financial Management
Oklahoma
$326K -$6.68K -25 -2%
CG
2366
Clifford Group
Massachusetts
$326K +$52.4K +196 +20%
OC
2367
Oarsman Capital
Wisconsin
$325K +$45.2K +169 +17%
MCM
2368
M1 Capital Management
Michigan
$325K +$29.4K +110 +10%
PCH
2369
PGIM Custom Harvest
New Jersey
$324K -$124K -463 -28%
CFAM
2370
Center For Asset Management
Florida
$324K +$10.4K +39 +4%
LBC
2371
Leigh Baldwin & Co
New York
$323K -$22.7K -85 -7%
SPC
2372
Spirepoint Private Client
Florida
$323K -$14.7K -55 -4%
WDG
2373
Wealth Dimensions Group
Ohio
$323K +$11K +41 +4%
CFS
2374
CRA Financial Services
New Jersey
$322K +$7.49K +28 +2%
ST
2375
Somerset Trust
Pennsylvania
$322K +$44.1K +165 +16%
93 94
95
96 97