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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RAG
1326
RIA Advisory Group
Iowa
$1.01M -$554K -2,714 -36%
FAG
1327
Fortitude Advisory Group
Washington
$1.01M -$95.9K -470 -9%
CWM
1328
Cornerstone Wealth Management
Missouri
$1M +$90K +441 +10%
GWSG
1329
GPS Wealth Strategies Group
Colorado
$999K -$335K -1,643 -26%
FCBT
1330
First Citizens Bank & Trust
North Carolina
$999K +$83.5K +409 +9%
BLC
1331
Brown, Lisle/Cummings
Rhode Island
$997K +$33.7K +165 +4%
OWP
1332
Old Well Partners
North Carolina
$993K – – –
AFS
1333
Aft Forsyth & Sober
Florida
$993K +$30.6K +150 +3%
PWM
1334
Peterson Wealth Management
Nevada
$991K +$958K +4,692 New
AAM
1335
Ascension Asset Management
New York
$991K +$957K +4,690 New
WIM
1336
Westside Investment Management
California
$987K -$12.2K -60 -1%
SSWG
1337
Seven Springs Wealth Group
Tennessee
$986K +$85.1K +417 +10%
LCGC
1338
Legacy Capital Group California
California
$985K +$951K +4,661 New
GW
1339
GW & Wade
Massachusetts
$979K -$7.35K -36 -0.8%
EI
1340
Ellevest Inc
New York
$978K +$135K +659 +17%
NFG
1341
Nations Financial Group
Iowa
$976K +$15.7K +77 +2%
DP
1342
Denver PWM
Colorado
$975K +$817 +4 +0.1%
SIG
1343
Sargent Investment Group
Maryland
$971K +$7.14K +35 +0.8%
SSWM
1344
Smith Salley Wealth Management
North Carolina
$970K -$16.3K -80 -2%
SWS
1345
SYSTM Wealth Solutions
Illinois
$966K +$292K +1,430 +46%
HPC
1346
HM Payson & Co
Maine
$965K +$83.9K +411 +10%
MIM
1347
Moseley Investment Management
Florida
$963K -$35.9K -176 -4%
GA
1348
Geller Advisors
New York
$962K +$617K +3,022 +197%
FANJ
1349
Financial Architects (New Jersey)
New Jersey
$959K +$9.19K +45 +1%
WPWM
1350
Western Pacific Wealth Management
Illinois
$957K -$2.86K -14 -0.3%
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