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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
1351
First Horizon Advisors
Tennessee
$837K +$211K +915 +36%
ADL
1352
Asset Dedication LLC
California
$837K +$270K +1,173 +51%
MFG
1353
Menard Financial Group
Texas
$832K +$116K +503 +17%
CFD
1354
Creative Financial Designs
Indiana
$831K +$9.22K +40 +1%
TFGT
1355
TS Financial Group (TSFG)
Illinois
$829K – – –
RWP
1356
Ridgecrest Wealth Partners
California
$826K +$779K +3,380 New
SVCP
1357
Silicon Valley Capital Partners
California
$824K -$1.44M -6,263 -65%
LWP
1358
Lumature Wealth Partners
Georgia
$824K +$59.5K +258 +8%
PIM
1359
Parker Investment Management
California
$817K -$131K -568 -15%
HTC
1360
Haverford Trust Company
Pennsylvania
$817K +$771K +3,344 New
YIA
1361
YHB Investment Advisors
Connecticut
$816K +$23.3K +101 +3%
HPWM
1362
Highland Private Wealth Management
Washington
$816K +$34.1K +148 +5%
BSB
1363
Bangor Savings Bank
Maine
$816K +$770K +3,342 New
RWA
1364
Ropes Wealth Advisors
Massachusetts
$815K +$57.2K +248 +8%
SCG
1365
Sonata Capital Group
Washington
$815K +$57.6K +250 +8%
VBCG
1366
Valley Brook Capital Group
Pennsylvania
$805K +$313K +1,359 +70%
BBP
1367
Banco BTG Pactual
Brazil
$801K +$292K +1,268 +63%
SWA
1368
SFMG Wealth Advisors
Texas
$798K +$58.3K +253 +8%
ICM
1369
IMS Capital Management
Oregon
$794K – – –
MA
1370
MUFG Americas
New York
$792K +$83.9K +364 +13%
DI
1371
DFPG Investments
Utah
$791K -$69.8K -303 -9%
MCCP
1372
Mission Creek Capital Partners
California
$789K +$32.7K +142 +5%
TWI
1373
Thomas White International
Illinois
$788K – – –
VI
1374
Versor Investments
New York
$784K +$739K +3,208 New
OWA
1375
Octavia Wealth Advisors
Ohio
$780K +$89.9K +390 +14%
53 54
55
56 57