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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
826
Meridian Wealth Advisors
Texas
$4.98M +$40.1K +150 +0.8%
EH
827
Equitable Holdings
New York
$4.98M +$830K +3,100 +19%
AWM
828
Avior Wealth Management
Nebraska
$4.97M -$41.2K -154 -0.8%
UF
829
Univest Financial
Pennsylvania
$4.93M -$38.3K -143 -0.7%
EWM
830
Elite Wealth Management
Washington
$4.93M -$146K -545 -3%
SF
831
Summit Financial
New Jersey
$4.91M +$2.81M +10,515 +123%
NP
832
NorthRock Partners
Minnesota
$4.89M -$108K -404 -2%
CIG
833
Cullen Investment Group
Louisiana
$4.88M -$272K -1,017 -5%
PGFC
834
Peapack-Gladstone Financial Corp
New Jersey
$4.88M -$76K -284 -1%
SWM
835
Sendero Wealth Management
Texas
$4.87M +$1.95M +7,286 +63%
SC
836
Sawyer & Company
Massachusetts
$4.84M +$8.03K +30 +0.2%
MOS
837
MGO One Seven
Ohio
$4.84M +$1.79M +6,675 +55%
HAS
838
HBW Advisory Services
California
$4.8M -$386K -1,441 -7%
FHA
839
First Horizon Advisors
Tennessee
$4.79M -$31.8K -119 -0.6%
HWM
840
HB Wealth Management
Georgia
$4.79M -$9.37K -35 -0.2%
BCA
841
Bray Capital Advisors
Florida
$4.74M -$42.8K -160 -0.9%
DWM
842
Diversify Wealth Management
Utah
$4.74M +$5.31M +19,833 New
YIA
843
YHB Investment Advisors
Connecticut
$4.74M +$303K +1,132 +7%
WAOTB
844
Wealth Advisors of Tampa Bay
Florida
$4.72M +$41.5K +155 +0.9%
MYAM
845
Meiji Yasuda Asset Management
Japan
$4.72M +$518K +1,937 +12%
CT
846
Caldwell Trust
Florida
$4.72M -$263K -981 -5%
HBT
847
Hills Bank & Trust
Iowa
$4.72M +$522K +1,950 +12%
WIC
848
Woodmont Investment Counsel
Tennessee
$4.69M +$96.6K +361 +2%
LTAS
849
Linden Thomas Advisory Services
North Carolina
$4.69M -$1M -3,745 -17%
MWM
850
Mission Wealth Management
California
$4.68M -$1.03M -3,865 -18%
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