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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2401
Consilio Wealth Advisors
Washington
$308K +$15.6K +50 +5%
OFW
2402
Omnia Family Wealth
Florida
$307K +$96.1K +309 +37%
WDG
2403
Wealth Dimensions Group
Ohio
$307K -$40.4K -130 -10%
MAWCM
2404
Mine & Arao Wealth Creation & Management
California
$307K -$1.55K -5 -0.4%
HWM
2405
Hohimer Wealth Management
Washington
$306K -$1.19M -3,825 -77%
EHC
2406
Everett Harris & Co
California
$306K – – –
MAG
2407
M3 Advisory Group
Massachusetts
$305K -$197K -632 -36%
FMII
2408
Farmers & Merchants Investments Inc
Nebraska
$305K +$24.3K +78 +7%
MHC
2409
May Hill Capital
Massachusetts
$305K -$9.02K -29 -2%
CWA
2410
Canvas Wealth Advisors
Kansas
$303K +$119K +384 +45%
HA
2411
Helium Advisors
Washington
$303K +$14K +45 +4%
FPGK
2412
Financial Partners Group (Kansas)
Kansas
$302K +$7.46K +24 +2%
MPM
2413
MBB Public Markets
Illinois
$302K +$350K +1,126 New
WI
2414
WBI Investments
New Jersey
$302K -$1.23M -3,944 -78%
FAM
2415
Forte Asset Management
New York
$302K – – –
BBP
2416
Banco BTG Pactual
Brazil
$301K -$1.78M -5,725 -84%
WFA
2417
WMG Financial Advisors
Tennessee
$301K +$4.35K +14 +1%
TWM
2418
TCFG Wealth Management
California
$300K +$3.42K +11 +1%
NG
2419
Novem Group
New York
$300K +$109K +350 +46%
MMM
2420
Mendel Money Management
Illinois
$298K +$12.1K +39 +4%
VPW
2421
Variant Private Wealth
Virginia
$298K +$622 +2 +0.2%
NRI
2422
NFP Retirement Inc
California
$298K – – –
CA
2423
Crewe Advisors
Utah
$298K -$28.6K -92 -8%
SWA
2424
Strategies Wealth Advisors
Michigan
$297K -$424K -1,363 -55%
EFA
2425
Evernest Financial Advisors
Indiana
$297K -$8.71K -28 -2%
95 96
97
98 99