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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1251
Wolff Wiese Magana
California
$998K +$23K +136 +3%
EWA
1252
Etesian Wealth Advisors
Oregon
$996K – – –
MLL
1253
Moody Lynn & Lieberson
Massachusetts
$993K -$92.9K -550 -10%
RWA
1254
Rainsberger Wealth Advisors
Colorado
$991K -$10.1K -60 -1%
LC
1255
Lindbrook Capital
California
$990K +$215K +1,275 +35%
AA
1256
Argent Advisors
Louisiana
$989K +$9.12K +54 +1%
FCP
1257
Fidelis Capital Partners
Florida
$986K +$570K +3,376 +209%
C
1258
Certuity
Florida
$985K -$24K -142 -3%
PFWA
1259
Paces Ferry Wealth Advisors
Georgia
$984K +$163K +964 +24%
MHS
1260
M Holdings Securities
Oregon
$976K -$52K -308 -6%
DI
1261
Diligent Investors
California
$975K -$21.1K -125 -2%
ESB
1262
Essex Savings Bank
Connecticut
$974K +$36.8K +218 +5%
LB
1263
Legacy Bridge
Iowa
$969K – – –
PPW
1264
Parcion Private Wealth
Washington
$965K +$6.08K +36 +0.8%
SG
1265
StoneX Group
New York
$963K -$52.9K -313 -6%
TSW
1266
Thompson Siegel & Walmsley
Virginia
$959K +$809K +4,791 +53,233%
BCM
1267
Brown Capital Management
Maryland
$958K +$34.8K +206 +4%
RWB
1268
RMR Wealth Builders
New Jersey
$952K -$17.4K -103 -2%
MIM
1269
Moseley Investment Management
Florida
$946K +$13K +77 +2%
WIM
1270
Westside Investment Management
California
$945K -$6.76K -40 -0.8%
OWP
1271
Old Well Partners
North Carolina
$939K +$794K +4,700 New
NW
1272
Naviter Wealth
Arkansas
$937K -$135K -799 -15%
AG
1273
Ascent Group
Virginia
$937K +$94.8K +561 +14%
WIS
1274
Wright Investors Service
Connecticut
$934K +$789K +4,674 New
SSWM
1275
Smith Salley Wealth Management
North Carolina
$933K +$244K +1,442 +45%
49 50
51
52 53