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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
951
Aspiriant LLC
California
$387K -$116K -843 -23%
CCM
952
Coldstream Capital Management
Washington
$387K +$76.3K +555 +24%
WIA
953
World Investment Advisors
California
$382K +$323K +2,349 New
GT
954
Glenview Trust
Kentucky
$381K – – –
RWA
955
Ropes Wealth Advisors
Massachusetts
$377K -$56.8K -413 -13%
SSWM
956
Sheets Smith Wealth Management
North Carolina
$371K -$484K -3,519 -57%
PFPT
957
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K -$11.6K -84 -3%
BA
958
Boston Advisors
Massachusetts
$370K – – –
AWA
959
ARS Wealth Advisors
Florida
$369K -$49.5K -360 -12%
SG
960
StoneX Group
New York
$363K +$2.48K +18 +0.7%
PWP
961
Principle Wealth Partners
Connecticut
$362K +$363K +2,640 New
QCM
962
Quest Capital Management
Texas
$362K +$363K +2,642 New
NL
963
NWAM LLC
Washington
$361K -$23.8K -173 -6%
NSB
964
Norway Savings Bank
Maine
$359K +$279K +2,030 +341%
HCM
965
Highlander Capital Management
New Jersey
$355K +$289K +2,100 +420%
CWAG
966
Compton Wealth Advisory Group
Virginia
$351K +$352K +2,562 New
FAIM
967
Financial Advocates Investment Management
Washington
$350K -$281K -2,046 -44%
WAG
968
Winthrop Advisory Group
Massachusetts
$350K +$23.5K +171 +7%
AWM
969
Avior Wealth Management
Nebraska
$350K +$42.6K +310 +14%
RC
970
RegentAtlantic Capital
New Jersey
$349K +$61.3K +446 +21%
FC
971
Ferris Capital
Massachusetts
$346K -$15.7K -114 -4%
APP
972
Avantax Planning Partners
Iowa
$346K +$29.6K +215 +9%
HWA
973
HCR Wealth Advisors
California
$345K -$13.3K -97 -4%
HIIFS
974
Harel Insurance Investments & Financial Services
Israel
$344K +$7.84K +57 +2%
CAG
975
Crestwood Advisors Group
Massachusetts
$343K +$34.4K +250 +11%
37 38
39
40 41