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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1276
R.M. Davis Inc
Maine
$849K +$311K +1,280 +50%
PWP
1277
Principle Wealth Partners
Connecticut
$847K +$112K +460 +14%
TP
1278
Tranquility Partners
Tennessee
$845K – – –
DWT
1279
Dorsey & Whitney Trust
South Dakota
$844K +$6.32K +26 +0.7%
CP
1280
Covenant Partners
Tennessee
$842K -$49.4K -203 -5%
BSW
1281
Buckingham Strategic Wealth
Missouri
$842K +$135K +557 +17%
CA
1282
Callahan Advisors
Texas
$839K +$917K +3,771 New
SFSIG
1283
San Francisco Sentry Investment Group
California
$838K -$17.5K -72 -2%
SWRP
1284
Summit Wealth & Retirement Planning
California
$836K +$6.08K +25 +0.7%
ESB
1285
Essex Savings Bank
Connecticut
$836K +$66.4K +273 +8%
AWM
1286
Atticus Wealth Management
Florida
$833K +$93.6K +385 +11%
WFO
1287
Wealthgate Family Office
Colorado
$830K +$907K +3,729 New
MRCM
1288
M&R Capital Management
New Jersey
$828K +$107K +440 +13%
CAG
1289
Crestwood Advisors Group
Massachusetts
$826K -$9.97K -41 -1%
DA
1290
DSC Advisors
Illinois
$825K +$12.6K +52 +1%
EFS
1291
Essex Financial Services
Connecticut
$825K +$78.5K +323 +10%
LC
1292
Lindbrook Capital
California
$824K -$87.5K -360 -9%
WP
1293
WealthSource Partners
California
$824K -$27.5K -113 -3%
HPC
1294
HM Payson & Co
Maine
$823K +$229K +941 +34%
ACWM
1295
Adams Chetwood Wealth Management
North Carolina
$816K -$143K -588 -14%
WMA
1296
Wealth Management Associates
New Jersey
$813K -$19K -78 -2%
DI
1297
DFPG Investments
Utah
$810K +$620K +2,551 +233%
WPW
1298
Waldron Private Wealth
Pennsylvania
$808K +$1.22K +5 +0.1%
VWM
1299
Venturi Wealth Management
Texas
$806K -$60.1K -247 -6%
MFG
1300
Merit Financial Group
Georgia
$802K +$674K +2,773 +334%
50 51
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