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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BSW
1326
Buckingham Strategic Wealth
Missouri
$1.14M +$113K +444 +12%
AA
1327
Argent Advisors
Louisiana
$1.13M +$161K +634 +18%
CWM
1328
Centric Wealth Management
Illinois
$1.13M – – –
SCP
1329
Shorepoint Capital Partners
Massachusetts
$1.13M +$1.05M +4,147 New
G
1330
Gainplan
Michigan
$1.12M +$727K +2,861 +240%
MFG
1331
Menard Financial Group
Texas
$1.12M +$184K +724 +21%
LWA
1332
Lineweaver Wealth Advisors
Ohio
$1.11M +$37.3K +147 +4%
MCA
1333
Magnolia Capital Advisors
Mississippi
$1.11M +$460K +1,811 +80%
SRC
1334
Sage Rhino Capital
California
$1.11M +$15K +59 +1%
BCM
1335
Brown Capital Management
Maryland
$1.1M -$223K -879 -18%
MFA
1336
Mayflower Financial Advisors
Massachusetts
$1.1M +$22.6K +89 +2%
JIP
1337
Jaffetilchin Investment Partners
Florida
$1.08M -$1.19M -4,668 -54%
CAAS
1338
Capital Asset Advisory Services
Michigan
$1.08M -$264K -1,039 -21%
RTC
1339
Riverview Trust Company
Washington
$1.08M – – –
BAS
1340
Brown Advisory Securities
Maryland
$1.07M -$2.22M -8,756 -69%
ACWM
1341
Adams Chetwood Wealth Management
North Carolina
$1.07M -$5.08K -20 -0.5%
MA
1342
Montag & Associates
Georgia
$1.07M -$231K -908 -19%
HTC
1343
Haverford Trust Company
Pennsylvania
$1.07M +$151K +594 +18%
PWP
1344
Principle Wealth Partners
Connecticut
$1.07M +$10.2K +40 +1%
CP
1345
Covenant Partners
Tennessee
$1.06M – – –
TIA
1346
Trust Investment Advisors
Indiana
$1.06M +$124K +488 +14%
SB
1347
Strategic Blueprint
Georgia
$1.06M +$183K +722 +23%
WA
1348
Wambolt & Associates
Colorado
$1.06M +$229M +900,577 New
ESB
1349
Essex Savings Bank
Connecticut
$1.06M +$24.6K +97 +2%
TA
1350
Tectonic Advisors
Texas
$1.06M +$3.81K +15 +0.4%
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