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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AOWM
2426
Alpha Omega Wealth Management
Virginia
$297K +$291K +1,089 New
PWP
2427
Prasad Wealth Partners
Ohio
$297K +$16.6K +62 +6%
FAG
2428
Fortitude Advisory Group
Washington
$296K +$16K +60 +6%
PCP
2429
Panoramic Capital Partners
Oregon
$296K -$6.68K -25 -2%
FNB
2430
Farmers National Bank
Kentucky
$295K +$33.4K +125 +13%
AG
2431
AmeriFlex Group
Nevada
$295K -$190K -712 -39%
FWM
2432
Forza Wealth Management
Florida
$295K – – –
NFG
2433
Nadler Financial Group
Illinois
$294K +$535 +2 +0.2%
RWA
2434
Rooted Wealth Advisors
Illinois
$293K +$71.4K +267 +31%
EW
2435
Element Wealth
Mississippi
$292K +$5.61K +21 +2%
FCM
2436
Fourpath Capital Management
Oklahoma
$291K -$30.7K -115 -10%
LIA
2437
LBMC Investment Advisors
Tennessee
$291K – – –
MSAM
2438
Moloney Securities Asset Management
Missouri
$290K +$45.2K +169 +19%
HPM
2439
Hoxton Planning & Management
West Virginia
$290K +$45.2K +169 +19%
MWM
2440
Momentous Wealth Management
Washington
$290K -$535 -2 -0.2%
SIA
2441
SGL Investment Advisors
Montana
$290K +$82.1K +307 +41%
AHL
2442
Abel Hall LLC
Louisiana
$290K +$39.6K +148 +16%
AA
2443
Acorns Advisers
California
$290K +$51.6K +193 +22%
KCP
2444
Kera Capital Partners
California
$289K +$284K +1,061 New
CAAS
2445
Capital Asset Advisory Services
Michigan
$289K +$6.95K +26 +3%
NIM
2446
Northeast Investment Management
Massachusetts
$289K – – –
SWGC
2447
Summit Wealth Group (Colorado)
Colorado
$288K +$282K +1,055 New
CT
2448
Colonial Trust
South Carolina
$288K +$16.3K +61 +6%
HI
2449
Hudock Inc
Pennsylvania
$287K +$281K +1,052 New
BC
2450
Brio Consultants
California
$287K +$18.4K +69 +7%
96 97
98
99 100