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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
751
Marietta Wealth Management
Georgia
$5.96M +$193K +723 +3%
PWS
752
Peloton Wealth Strategists
Indiana
$5.95M -$165K -615 -3%
LI
753
Louisbourg Investments
New Brunswick, Canada
$5.93M +$2.32M +8,665 +44%
DJSG
754
D.J. St. Germain
Massachusetts
$5.92M +$464K +1,733 +8%
TCA
755
Trifecta Capital Advisors
Illinois
$5.91M +$132K +493 +2%
TCM
756
Twin Capital Management
Pennsylvania
$5.9M +$71.7K +268 +1%
VST
757
Van Strum & Towne
California
$5.89M +$1.07K +4 +0%
MWM
758
Meridian Wealth Management
Kentucky
$5.88M +$6.12M +22,879 New
PT
759
Plimoth Trust
Massachusetts
$5.87M +$187K +699 +3%
LOAME
760
Lombard Odier Asset Management (Europe)
United Kingdom
$5.87M -$177K -663 -3%
SFS
761
Sowell Financial Services
Arkansas
$5.86M +$476K +1,780 +8%
HI
762
Horizon Investments
North Carolina
$5.86M +$969K +3,622 +19%
SB
763
Strategic Blueprint
Georgia
$5.83M +$83.5K +312 +1%
BZWA
764
Blue Zone Wealth Advisors
California
$5.8M -$580K -2,166 -9%
GAM
765
Groupama Asset Management
France
$5.8M +$598K +2,236 +11%
AI
766
AXS Investments
New York
$5.77M -$299K -1,116 -5%
SIP
767
Stoneridge Investment Partners
Pennsylvania
$5.77M +$3.6M +13,464 +150%
FTDI
768
First Trust Direct Indexing
Massachusetts
$5.76M +$459K +1,714 +8%
AC
769
AMS Capital
Brazil
$5.75M +$611K +2,282 +11%
AF
770
Allworth Financial
California
$5.74M +$838K +3,131 +16%
VCM
771
Vision Capital Management
Oregon
$5.71M +$473K +1,767 +9%
GSEP
772
Golden State Equity Partners
California
$5.69M +$5.92M +22,138 New
AUB
773
Atlantic Union Bankshares
Virginia
$5.67M +$3.48M +13,003 +143%
AG
774
AIA Group
Hong Kong
$5.67M -$1.56M -5,847 -21%
SFI
775
Siemens Fonds Invest
Germany
$5.67M -$21.9K -82 -0.4%
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