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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
2451
Capital Planning Advisors
California
$358K +$7.98K +25 +2%
LA
2452
LexAurum Advisors
Kansas
$357K +$86.2K +270 +34%
MWA
2453
Motive Wealth Advisors
Michigan
$357K +$67.7K +212 +25%
SCG
2454
Sonata Capital Group
Washington
$357K – – –
BCM
2455
BluePointe Capital Management
California
$357K +$54.6K +171 +19%
DIM
2456
DLK Investment Management
California
$356K +$20.1K +63 +6%
FAT
2457
First American Trust
California
$356K -$13.4K -42 -4%
KCM
2458
Kathmere Capital Management
Pennsylvania
$356K +$24.3K +76 +8%
GPW
2459
Genesis Private Wealth
Virginia
$355K +$339K +1,062 New
DFG
2460
Delta Financial Group
New Jersey
$355K -$22.7K -71 -6%
FMII
2461
Farmers & Merchants Investments Inc
Nebraska
$354K -$16K -50 -5%
NIM
2462
Northeast Investment Management
Massachusetts
$354K -$11.2K -35 -3%
FG
2463
Foster Group
Iowa
$354K +$9.57K +30 +3%
CFO
2464
Collective Family Office
Pennsylvania
$354K -$6.06K -19 -2%
SL
2465
Sentinus LLC
Illinois
$353K +$22.7K +71 +7%
DE
2466
Diversified Enterprises
Delaware
$353K +$40.5K +127 +14%
LA
2467
Lifeworks Advisors
Michigan
$353K +$71.2K +223 +27%
WP
2468
Westmount Partners
California
$353K +$4.79K +15 +1%
RWI
2469
Red Wave Investments
Pennsylvania
$352K – – –
CGA
2470
Crescent Grove Advisors
Illinois
$351K +$64.8K +203 +24%
APG
2471
Abacus Planning Group
South Carolina
$350K +$1.28K +4 +0.4%
KCPG
2472
Kavar Capital Partners Group
Kansas
$348K -$31.9K -100 -9%
IA
2473
Insight Advisors
Pennsylvania
$348K +$3.83K +12 +1%
HKIMG
2474
Hutchens & Kramer Investment Management Group
Indiana
$347K +$39.9K +125 +14%
HR
2475
Howe & Rusling
New York
$347K +$638 +2 +0.2%
97 98
99
100 101