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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
2376
Mengis Capital Management
Oregon
$258K – – –
C1AG
2377
Client 1st Advisory Group
Florida
$258K +$275K +1,089 New
HR
2378
Howe & Rusling
New York
$257K +$25.7K +102 +10%
FWM
2379
Forza Wealth Management
Florida
$256K – – –
FHC
2380
First Heartland Consultants
Missouri
$256K -$37.8K -150 -12%
BSSFA
2381
Baron Silver Stevens Financial Advisors
Florida
$256K -$8.83K -35 -3%
SFPG
2382
Stonebridge Financial Planning Group
Florida
$256K -$60.3K -239 -18%
HPM
2383
Hoxton Planning & Management
West Virginia
$255K +$2.77K +11 +1%
TWM
2384
Tradition Wealth Management
Minnesota
$255K -$58.8K -233 -18%
PWP
2385
Prasad Wealth Partners
Ohio
$255K -$3.28K -13 -1%
EW
2386
Element Wealth
Mississippi
$254K – – –
AOWM
2387
Alpha Omega Wealth Management
Virginia
$254K -$4.79K -19 -2%
KCM
2388
Kathmere Capital Management
Pennsylvania
$253K -$251K -995 -48%
TCMP
2389
Thrive Capital Management (Pennsylvania)
Pennsylvania
$252K +$269K +1,065 New
AAM
2390
Aureus Asset Management
Massachusetts
$252K -$31.8M -125,908 -99%
WFA
2391
WMG Financial Advisors
Tennessee
$251K -$17.1K -68 -6%
DWM
2392
Daner Wealth Management
Georgia
$251K +$261K +1,033 New
NIM
2393
Northeast Investment Management
Massachusetts
$251K – – –
MFS
2394
Madrona Financial Services
Washington
$250K +$15.4K +61 +6%
PCH
2395
PGIM Custom Harvest
New Jersey
$250K -$33.8K -134 -11%
SA
2396
Sage Advisors
Colorado
$249K -$24K -95 -8%
OC
2397
Oarsman Capital
Wisconsin
$249K -$35.6K -141 -12%
MWM
2398
Mindset Wealth Management
Indiana
$249K -$75.7K -300 -22%
JWA
2399
JFS Wealth Advisors
Pennsylvania
$248K +$124K +493 +89%
LRIA
2400
Leonard Rickey Investment Advisors
Washington
$247K +$11.9K +47 +5%
94 95
96
97 98