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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
2351
Pinnacle West Asset Management
Wyoming
$314K -$11.2K -45 -4%
MJP
2352
Michael J. Puzo
$314K -$3.25M -13,058 -92%
OWM
2353
OneAscent Wealth Management
Alabama
$313K -$4.97K -20 -2%
AF
2354
Apollon Financial
South Carolina
$312K -$125K -505 -30%
IA
2355
IFC Advisors
California
$312K -$49.5K -199 -14%
DF
2356
Dunhill Financial
United Kingdom
$311K +$1.49K +6 +0.5%
CL
2357
CSS LLC
Illinois
$310K -$157K -630 -35%
MWM
2358
Mattern Wealth Management
Kansas
$310K -$24.9K -100 -8%
PAG
2359
Powers Advisory Group
Illinois
$309K +$249 +1 +0.1%
EHC
2360
Everett Harris & Co
California
$309K – – –
WTA
2361
Washington Trust Advisors
Massachusetts
$309K +$51.4K +207 +22%
MWA
2362
Muirfield Wealth Advisors
North Carolina
$308K -$34.5K -139 -11%
PCA
2363
Peddock Capital Advisors
Massachusetts
$308K – – –
CSF
2364
Capital Squared Financial
Maryland
$307K -$2.24K -9 -0.8%
C1AG
2365
Client 1st Advisory Group
Florida
$307K +$17.4K +70 +6%
NRI
2366
NFP Retirement Inc
California
$307K +$13.2K +53 +5%
TMC
2367
Themes Management Co
Connecticut
$307K +$288K +1,157 New
AWA
2368
Ark Wealth Advisors
California
$306K +$287K +1,156 New
MWA
2369
Motive Wealth Advisors
Michigan
$305K +$49.2K +198 +21%
FSA
2370
Fort Sheridan Advisors
Illinois
$305K -$55.2K -222 -16%
LW
2371
Livet Wealth
Utah
$305K +$286K +1,152 New
MWM
2372
Mindset Wealth Management
Indiana
$305K +$24.9K +100 +10%
EAM
2373
Evanson Asset Management
California
$304K +$62.4K +251 +28%
MAWCM
2374
Mine & Arao Wealth Creation & Management
California
$303K – – –
TAP
2375
TSG Advice Partners
Ohio
$303K +$284K +1,143 New
93 94
95
96 97