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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1001
Frontier Investment Management
Texas
$801K -$24K -140 -2%
MFG
1002
MidWestOne Financial Group
Iowa
$791K -$9.26K -54 -1%
GFP
1003
Gryphon Financial Partners
Ohio
$784K -$27.6K -161 -3%
BW
1004
Bison Wealth
Georgia
$780K -$363K -2,117 -28%
RTC
1005
Riverview Trust Company
Washington
$777K -$122K -712 -12%
BRG
1006
Bay Rivers Group
Virginia
$777K +$32.9K +192 +4%
CNBT
1007
Cornerstone National Bank & Trust
Illinois
$772K +$56.2K +328 +7%
WAM
1008
Wealthspire Advisors (Maryland)
Maryland
$770K +$63.6K +371 +7%
WSFS
1009
Wilmington Savings Fund Society
Delaware
$766K +$35K +204 +4%
SWMG
1010
Strategic Wealth Management Group
Maryland
$761K -$7.2K -42 -0.8%
SVCP
1011
Silicon Valley Capital Partners
California
$761K +$537K +3,131 +145%
CBT
1012
Capital Bank & Trust
California
$755K +$686 +4 +0.1%
MOS
1013
MGO One Seven
Ohio
$751K +$40.3K +235 +5%
APP
1014
Avantax Planning Partners
Iowa
$750K +$183K +1,068 +26%
BWM
1015
BigSur Wealth Management
Florida
$749K – – –
EI
1016
Ethic Inc
New York
$749K +$173K +1,007 +24%
TI
1017
tru Independence
Oregon
$748K – – –
ACWM
1018
Adams Chetwood Wealth Management
North Carolina
$745K – – –
HCM
1019
Highlander Capital Management
New Jersey
$745K – – –
MF
1020
Magnetar Financial
Illinois
$742K +$255K +1,487 +41%
ECM
1021
Evergreen Capital Management
Washington
$737K +$569K +3,319 +184%
KMWM
1022
Keudell/Morrison Wealth Management
Oregon
$736K +$234K +1,367 +37%
MWM
1023
Mission Wealth Management
California
$723K +$118K +689 +16%
VIA
1024
Vident Investment Advisory
Georgia
$723K +$860K +5,014 New
PAS
1025
Park Avenue Securities
New York
$720K -$15.3K -89 -2%
39 40
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