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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
2401
EdgeRock Capital
Colorado
$308K +$18.4K +69 +7%
FAM
2402
Forte Asset Management
New York
$307K – – –
ACM
2403
Alta Capital Management
Utah
$305K +$299K +1,120 New
AWM
2404
AllSquare Wealth Management
New York
$305K -$86.1K -322 -22%
TWM
2405
TCFG Wealth Management
California
$305K – – –
KA
2406
KDT Advisors
New York
$305K +$40.1K +150 +16%
BSSFA
2407
Baron Silver Stevens Financial Advisors
Florida
$304K +$45.2K +169 +18%
VPW
2408
Variant Private Wealth
Virginia
$304K +$267 +1 +0.1%
HA
2409
Helium Advisors
Washington
$304K -$3.74K -14 -1%
GWM
2410
GK Wealth Management
Nevada
$303K +$297K +1,111 New
WE
2411
Wealth Effects
Massachusetts
$303K +$14.7K +55 +5%
SWA
2412
SOA Wealth Advisors
New York
$302K -$36.9K -138 -11%
DWM
2413
Destination Wealth Management
California
$302K -$23.5K -88 -7%
SFG
2414
Sovereign Financial Group
Connecticut
$301K -$39.3K -147 -12%
FPGK
2415
Financial Partners Group (Kansas)
Kansas
$301K -$6.15K -23 -2%
WH
2416
Willner & Heller
California
$301K +$20.3K +76 +7%
GCP
2417
Gill Capital Partners
Colorado
$300K +$52.7K +197 +22%
NRI
2418
NFP Retirement Inc
California
$300K -$2.94K -11 -1%
CA
2419
Cornerstone Advisory
Maryland
$300K -$11.5K -43 -4%
KFC
2420
Klingenstein Fields & Co
New York
$299K – – –
APA
2421
Astoria Portfolio Advisors
New York
$299K +$8.29K +31 +3%
MAWCM
2422
Mine & Arao Wealth Creation & Management
California
$298K -$13.4K -50 -4%
SIC
2423
Shoker Investment Counsel
Ohio
$298K +$535 +2 +0.2%
FI
2424
Financial Insights
Washington
$298K -$1.87K -7 -0.6%
MCM
2425
Mengis Capital Management
Oregon
$297K – – –
95 96
97
98 99