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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFWA
2426
Benchmark Financial Wealth Advisors
Florida
$239K +$5.04K +20 +2%
DWM
2427
Destination Wealth Management
California
$238K -$26.2K -104 -9%
CFO
2428
Collective Family Office
Pennsylvania
$238K -$10.3K -41 -4%
UAS
2429
United Asset Strategies
New York
$238K +$252 +1 +0.1%
HCM
2430
Highview Capital Management
Illinois
$237K – – –
BMCM
2431
Black Maple Capital Management
Wisconsin
$237K +$252K +1,000 New
CWIG
2432
Chung Wu Investment Group
Texas
$237K +$252K +1,000 New
FA
2433
Faithward Advisors
Pennsylvania
$236K +$251K +994 New
CS
2434
Capital Square
Tennessee
$235K +$250K +992 New
FF
2435
Francis Financial
$234K +$160K +633 New
ACA
2436
Aspire Capital Advisors
Washington
$233K -$172K -683 -41%
WAM
2437
Weinberger Asset Management
California
$232K +$3.78K +15 +2%
TCM
2438
Traynor Capital Management
Pennsylvania
$231K -$42.1K -167 -15%
SIS
2439
Sound Income Strategies
Florida
$231K +$4.79K +19 +2%
AAMA
2440
Advanced Asset Management Advisors
Ohio
$231K – – –
ECM
2441
Elgethun Capital Management
South Dakota
$231K – – –
SIM
2442
SSI Investment Management
California
$231K – – –
WOC
2443
West Oak Capital
California
$230K -$79.4K -315 -25%
FA
2444
Fermata Advisors
California
$230K -$65.8K -261 -21%
OC
2445
Opinicus Capital
Florida
$228K +$3.53K +14 +1%
ZIC
2446
ZWJ Investment Counsel
Georgia
$228K +$11.3K +45 +5%
MWM
2447
Momentous Wealth Management
Washington
$228K -$26.2K -104 -10%
OR
2448
Olympiad Research
Connecticut
$227K +$242K +959 New
WTA
2449
Washington Trust Advisors
Massachusetts
$227K +$18.4K +73 +8%
CAM
2450
Congress Asset Management
Massachusetts
$227K -$795K -3,154 -77%
96 97
98
99 100