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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACG
2376
Allen Capital Group
Nebraska
$258K -$19K -66 -7%
PWMG
2377
Pioneer Wealth Management Group
Texas
$258K -$18.2K -63 -7%
WE
2378
Wealth Effects
Massachusetts
$258K -$8.66K -30 -3%
RA
2379
Rise Advisors
New York
$257K +$143K +494 +137%
1WM
2380
1900 Wealth Management
Texas
$257K -$33.5K -116 -12%
EHC
2381
Everett Harris & Co
California
$257K – – –
CA
2382
Cornerstone Advisory
Maryland
$256K -$77.3K -268 -24%
AFG
2383
ABLE Financial Group
Arizona
$256K +$18.8K +65 +8%
MPCL
2384
My Personal CFO LLC
Washington
$256K +$10.1K +35 +4%
SEA
2385
Stegent Equity Advisors
Texas
$255K +$245K +848 New
OBWG
2386
Onyx Bridge Wealth Group
New York
$255K +$23.1K +80 +9%
UOTTAIMCU
2387
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$254K – – –
QFA
2388
Quantum Financial Advisors
California
$253K -$1.44K -5 -0.6%
TCBWMS
2389
Texas Capital Bank Wealth Management Services
Texas
$253K -$87.4K -303 -27%
PFA
2390
Pure Financial Advisors
California
$253K +$7.79K +27 +3%
WSWA
2391
Warren Street Wealth Advisors
California
$253K +$19.6K +68 +9%
AWA
2392
Archvest Wealth Advisors
California
$253K – – –
CB
2393
Community Bank
New York
$253K +$151K +525 +167%
GC
2394
Grimes & Company
Massachusetts
$253K -$289 -1 -0.1%
RRA
2395
Round Rock Advisors
Connecticut
$252K +$242K +837 New
FL
2396
Fort LP
Maryland
$251K +$241K +835 New
FC
2397
Forte Capital
New York
$251K +$240K +833 New
4WM
2398
49 Wealth Management
Texas
$251K +$4.04K +14 +2%
AWP
2399
Abacus Wealth Partners
California
$250K +$240K +831 New
UFF
2400
USA Financial Formulas
Michigan
$250K -$1.48M -5,140 -86%
94 95
96
97 98