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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
2451
Delta Asset Management
Tennessee
$75.1K -$803 -3 -1%
DF
2452
Dunhill Financial
United Kingdom
$73.6K +$5.35K +20 +8%
BBPWM
2453
Blue Bell Private Wealth Management
Pennsylvania
$72.8K – – –
NCM
2454
Northwest Capital Management
Oregon
$72.8K – – –
IWA
2455
IBEX Wealth Advisors
New Jersey
$72K +$74.9K +280 New
LOIP
2456
Live Oak Investment Partners
Texas
$69.4K – – –
ME
2457
McIlrath & Eck
Washington
$67.6K +$14.7K +55 +26%
TVWM
2458
Tower View Wealth Management
Wisconsin
$66.9K – – –
EWP
2459
Elevation Wealth Partners
California
$66.6K – – –
VIA
2460
Virtus Investment Advisers
Connecticut
$63.8K -$34.3K -128 -34%
SWS
2461
SYSTM Wealth Solutions
Illinois
$63K -$104K -390 -61%
CAM
2462
Creekmur Asset Management
Illinois
$62K -$3.75K -14 -5%
TAM
2463
Tucker Asset Management
Colorado
$60.9K -$1.07K -4 -2%
IHWM
2464
Iron Horse Wealth Management
Iowa
$60.5K +$62.9K +235 New
HFM
2465
Hartford Financial Management
Connecticut
$60.4K – – –
OA
2466
Operose Advisors
Wisconsin
$59.4K – – –
PCFFS
2467
Pacific Center for Financial Services
California
$59.2K – – –
BWP
2468
Baldwin Wealth Partners
Massachusetts
$58.4K +$3.75K +14 +7%
JSAM
2469
J. Safra Asset Management
New York
$57.8K +$51.9K +194 +626%
FP
2470
Financial Perspectives
Minnesota
$57.3K +$39.6K +148 +197%
CFS
2471
CGC Financial Services
Oregon
$57.3K – – –
EC
2472
EntryPoint Capital
New York
$55.5K +$50.8K +190 +731%
OC
2473
Oakworth Capital
Alabama
$55.3K +$26.8K +100 +87%
GIA
2474
GHP Investment Advisors
Colorado
$53K +$15.3K +57 +38%
EA
2475
Emerald Advisers
Pennsylvania
$51.4K -$419K -1,566 -89%
97 98
99
100 101