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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2376
West Paces Advisors
Georgia
$198K +$9.9K +37 +5%
AWM
2377
Activest Wealth Management
Florida
$198K +$85.6K +320 +71%
AIC
2378
Archer Investment Corporation
Indiana
$195K +$26.8K +100 +15%
CAL
2379
Capital Advisors Ltd
Ohio
$191K -$2.94K -11 -1%
FNWA
2380
Financial Network Wealth Advisors
Utah
$187K +$15K +56 +8%
VC
2381
Vestor Capital
Illinois
$187K -$10.1M -37,714 -98%
CB
2382
Chris Bulman
California
$186K +$193K +722 New
FCT
2383
First Community Trust
Iowa
$183K +$40.7K +152 +27%
BCM
2384
Blume Capital Management
California
$180K – – –
TSWM
2385
Tyler-Stone Wealth Management
Ohio
$173K – – –
RTC
2386
Riverview Trust Company
Washington
$171K -$813K -3,040 -82%
DIP
2387
DT Investment Partners
Pennsylvania
$170K – – –
W
2388
WealthCollab
Washington
$169K -$6.96K -26 -4%
DP
2389
Denver PWM
Colorado
$165K -$1.08M -4,033 -86%
A
2390
AlphaQuest
New York
$161K -$457K -1,709 -73%
HDIM
2391
Hanson & Doremus Investment Management
Vermont
$156K – – –
GC
2392
Globeflex Capital
California
$154K – – –
AWM
2393
Abound Wealth Management
Tennessee
$150K -$535 -2 -0.3%
BCPWM
2394
Bradley & Co Private Wealth Management
Florida
$148K -$130K -487 -46%
TF
2395
Tompkins Financial
New York
$147K – – –
HWP
2396
Highline Wealth Partners
California
$147K -$5.89K -22 -4%
FFA
2397
First Foundation Advisors
California
$146K -$69.6K -260 -31%
FFA
2398
Frazier Financial Advisors
Ohio
$145K +$32.9K +123 +28%
CT
2399
Clearstead Trust
Maine
$145K -$3.04M -11,347 -95%
UIA
2400
Ulland Investment Advisors
Minnesota
$144K -$27.6K -103 -16%
94 95
96
97 98