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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
1101
Scharf Investments
California
$2.44M +$865K +3,232 +52%
AFG
1102
Atomi Financial Group
New York
$2.42M +$402K +1,503 +19%
NF
1103
Nikulski Financial
Iowa
$2.41M +$196K +733 +8%
TFA
1104
Teamwork Financial Advisors
Texas
$2.41M +$1.01M +3,789 +68%
SCP
1105
Stamos Capital Partners
California
$2.39M +$1.19M +4,450 +92%
PPWP
1106
Premier Path Wealth Partners
New Jersey
$2.39M +$143K +534 +6%
BWG
1107
Boomfish Wealth Group
Georgia
$2.38M +$190K +711 +8%
FB
1108
Fulton Bank
Pennsylvania
$2.37M +$33.4K +125 +1%
GLR
1109
Great Lakes Retirement
Ohio
$2.37M +$234K +874 +10%
WG
1110
Winton Group
United Kingdom
$2.36M -$562K -2,102 -19%
AFS
1111
Aft Forsyth & Sober
Florida
$2.35M – – –
CA
1112
CoreCap Advisors
Michigan
$2.35M +$209K +781 +9%
PTC
1113
Private Trust Company
Ohio
$2.35M -$392K -1,465 -14%
CPC
1114
Congress Park Capital
New York
$2.34M +$1.63M +6,080 +200%
WF
1115
Welch & Forbes
Massachusetts
$2.34M +$94.5K +353 +4%
NSB
1116
Norway Savings Bank
Maine
$2.34M +$199K +743 +9%
BAM
1117
Beaumont Asset Management
Texas
$2.33M -$8.29K -31 -0.3%
WA
1118
Wealth Alliance
New York
$2.32M -$622K -2,325 -20%
RWP
1119
RWA Wealth Partners
Massachusetts
$2.32M -$2.85M -10,637 -54%
TSWM
1120
Triangle Securities Wealth Management
North Carolina
$2.32M +$11.5K +43 +0.5%
GWM
1121
Gibbs Wealth Management
Georgia
$2.31M +$790K +2,954 +49%
SWM
1122
Segment Wealth Management
Texas
$2.3M +$96.6K +361 +4%
PWP
1123
Principle Wealth Partners
Connecticut
$2.29M -$15.8K -59 -0.7%
FCP
1124
Fidelis Capital Partners
Florida
$2.29M +$85.6K +320 +3%
OHWP
1125
Oak Harbor Wealth Partners
North Carolina
$2.29M +$1.34K +5 +0.1%
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