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Charles River Laboratories
CRL

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
601
Prestige Wealth Management Group
New Jersey
$4.49K – – –
CP
602
Castleview Partners
Texas
$4.25K +$3.54K +18 New
CTWM
603
Cherry Tree Wealth Management
Minnesota
$3.78K – – –
S
604
Sachetta
Massachusetts
$3.55K +$2.95K +15 New
LTI
605
Laffer Tengler Investments
Tennessee
$3.55K +$2.95K +15 New
TVAMP
606
Tennessee Valley Asset Management Partners
Tennessee
$3.55K +$2.95K +15 New
PP
607
PFS Partners
New Jersey
$3.31K – – –
LFG
608
Larson Financial Group
Missouri
$3.07K -$197 -1 -7%
WIA
609
Wetzel Investment Advisors
Indiana
$3K +$2.16K +11 New
HCP
610
Hexagon Capital Partners
Arkansas
$2.84K – – –
PWA
611
Provenance Wealth Advisors
Florida
$2.84K +$2.36K +12 New
TCWA
612
Turtle Creek Wealth Advisors
Texas
$2.84K +$2.36K +12 New
RIL
613
Rothschild Investment LLC
Illinois
$2.13K +$1.77K +9 New
PMFA
614
Plante Moran Financial Advisors
Michigan
$1.89K – – –
TCM
615
TD Capital Management
Tennessee
$1.42K +$1.18K +6 New
AGWCA
616
Annis Gardner Whiting Capital Advisors
Florida
$1.18K – – –
GI
617
Gradient Investments
Minnesota
$1.18K – – –
OCM
618
Orion Capital Management
California
$1.18K – – –
DPW
619
DiNuzzo Private Wealth
Pennsylvania
$1.18K +$983 +5 New
VNA
620
Valley National Advisers
Pennsylvania
$1K +$197 +1 +14%
AW
621
Avion Wealth
Texas
$1K +$590 +3 +100%
DF
622
Dunhill Financial
United Kingdom
$856 +$787 +4 New
SIC
623
SJS Investment Consulting
Ohio
$710 -$983 -5 -63%
TCA
624
Trifecta Capital Advisors
Illinois
$710 – – –
RWM
625
Raffa Wealth Management
District of Columbia
$709 – – –
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