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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PT
826
Plimoth Trust
Massachusetts
$6.16M +$572K +2,303 +11%
EIA
827
Eastover Investment Advisors
North Carolina
$6.13M +$76K +306 +1%
MWM
828
Meridian Wealth Management
Kentucky
$6.12M -$514K -2,068 -8%
IA
829
IFP Advisors
Florida
$6.12M +$49K +197 +0.9%
DWT
830
Dorsey & Whitney Trust
South Dakota
$6.04M +$325K +1,308 +6%
NFSG
831
Newbridge Financial Services Group
Florida
$6.04M +$749K +3,013 +15%
CP
832
Cumberland Partners
Ontario, Canada
$5.99M -$14.8M -59,612 -73%
PWS
833
Peloton Wealth Strategists
Indiana
$5.97M -$333K -1,342 -6%
AG
834
Ascent Group
Virginia
$5.93M -$243K -979 -4%
TIM
835
Thompson Investment Management
Wisconsin
$5.92M +$3.34M +13,459 +152%
CSP
836
Cary Street Partners
Virginia
$5.9M -$530K -2,134 -9%
AWA
837
Acumen Wealth Advisors
Tennessee
$5.9M +$5.53M +22,247 New
RWM
838
Revisor Wealth Management
Ohio
$5.86M +$116K +466 +2%
FFP
839
FourThought Financial Partners
Florida
$5.73M +$656K +2,638 +14%
S
840
SignatureFD
Georgia
$5.69M -$103K -414 -2%
LTAS
841
Linden Thomas Advisory Services
North Carolina
$5.66M -$17.4K -70 -0.3%
FMI
842
F/M Investments
District of Columbia
$5.66M +$962K +3,871 +22%
CCM
843
Cinctive Capital Management
New York
$5.65M +$5.3M +21,317 New
ISWM
844
Intesa Sanpaolo Wealth Management
$5.63M +$5.28M +21,266 New
MO
845
McMillan Office
Michigan
$5.62M +$5.27M +21,196 New
CWM
846
Cordatus Wealth Management
Pennsylvania
$5.61M +$59.1K +238 +1%
DAS
847
Diversify Advisory Services
Utah
$5.58M +$2.47M +9,920 +68%
VVP
848
Venture Visionary Partners
Ohio
$5.58M -$368K -1,481 -7%
BP
849
Ballentine Partners
Massachusetts
$5.56M -$476K -1,915 -8%
HCA
850
Harbor Capital Advisors
Illinois
$5.56M -$7.95K -32 -0.2%
32 33
34
35 36