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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
826
Gladstone Institutional Advisory
Florida
$5.13M -$148K -654 -3%
CWP
827
Cyndeo Wealth Partners
Florida
$5.11M -$1.01M -4,474 -19%
SFS
828
Sowell Financial Services
Arkansas
$5.1M +$574K +2,537 +15%
CCT
829
Chemung Canal Trust
New York
$5.09M -$106K -469 -2%
XWM
830
Xcel Wealth Management
Florida
$5.05M -$211K -932 -5%
BTWM
831
Baker Tilly Wealth Management
Wisconsin
$5.04M -$503K -2,222 -10%
WAOTB
832
Wealth Advisors of Tampa Bay
Florida
$5.03M -$4.03M -17,800 -48%
MMA
833
Miracle Mile Advisors
California
$5.03M -$429K -1,896 -9%
PCM
834
Parsons Capital Management
Rhode Island
$5.02M -$67.9K -300 -2%
SC
835
Sawyer & Company
Massachusetts
$5M -$321K -1,417 -7%
FTDI
836
First Trust Direct Indexing
Massachusetts
$4.96M +$67K +296 +2%
HI
837
Horizon Investments
North Carolina
$4.95M +$623K +2,751 +17%
ZB
838
Zions Bancorporation
Utah
$4.94M -$364K -1,608 -8%
FIA
839
Foundations Investment Advisors
Arizona
$4.93M +$783K +3,458 +25%
CT
840
Caldwell Trust
Florida
$4.92M -$34.2K -151 -0.8%
MWA
841
Meridian Wealth Advisors
Texas
$4.92M +$31.9K +141 +0.8%
BCA
842
Bray Capital Advisors
Florida
$4.9M – – –
FFWA
843
FRG Family Wealth Advisors
Washington
$4.9M -$295K -1,302 -7%
SWA
844
SFMG Wealth Advisors
Texas
$4.9M +$73.3K +324 +2%
IFG
845
Independent Financial Group
California
$4.88M -$669K -2,957 -14%
AWM
846
Apollon Wealth Management
South Carolina
$4.88M +$1.11M +4,889 +36%
BIMC
847
Benson Investment Management Company
Virginia
$4.88M +$3.4K +15 +0.1%
HF
848
HRT Financial
New York
$4.88M -$3.2M -14,159 -43%
DBG
849
De Burlo Group
Massachusetts
$4.86M – – –
HCA
850
Harbor Capital Advisors
Illinois
$4.85M -$221K -978 -5%
32 33
34
35 36