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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
2451
Smallwood Wealth Investment Management
New Jersey
$61.5K -$1.86K -9 -3%
FP
2452
Financial Perspectives
Minnesota
$61.1K – – –
AAG
2453
Armstrong Advisory Group
Massachusetts
$58.8K – – –
MLA
2454
MB, Levis & Associates
Pennsylvania
$58.1K – – –
RTL
2455
Red Tortoise LLC
Georgia
$57.9K -$2.9K -14 -4%
LWM
2456
Lodestone Wealth Management
Washington
$57.9K – – –
KAS
2457
Kemnay Advisory Services
New York
$57.9K -$10.8K -52 -14%
RWM
2458
RMG Wealth Management
Wisconsin
$57.9K +$26.1K +126 +63%
WBC
2459
West Branch Capital
Massachusetts
$57.8K -$1.36M -6,580 -96%
RA
2460
Rational Advisors
New York
$57.1K -$969K -4,675 -94%
1CP
2461
1015 Capital Partners
Pennsylvania
$56.4K -$1.04K -5 -2%
BTC
2462
Bank & Trust Company
Illinois
$55.8K +$22.6K +109 +57%
AP
2463
Atwood & Palmer
Missouri
$54.8K -$23.8K -115 -28%
KG
2464
Kilter Group
New York
$53.8K +$25.5K +123 +75%
BGAI
2465
Bruce G. Allen Investments
Colorado
$52.8K +$22.4K +108 +62%
DAM
2466
Delta Asset Management
Tennessee
$52.6K +$2.9K +14 +5%
LFASL
2467
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K -$11.2K -54 -17%
CBT
2468
Crews Bank & Trust
Florida
$50.6K – – –
AFC
2469
Ares Financial Consulting
California
$49.5K +$2.9K +14 +6%
BW
2470
Basepoint Wealth
Iowa
$49.5K -$7.67K -37 -12%
AIC
2471
Archer Investment Corporation
Indiana
$45.9K -$149K -721 -75%
WA
2472
WPG Advisers
Maryland
$45.4K -$11.2K -54 -18%
MWA
2473
Medallion Wealth Advisors
Connecticut
$45K +$25.7K +124 +106%
FCMT
2474
Founders Capital Management (Texas)
Texas
$44.1K – – –
SC
2475
Steph & Co
Wisconsin
$43.9K +$15.7K +76 +48%
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99
100 101