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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1376
Calton & Associates
Florida
$631K +$54K +222 +8%
GW
1377
GW & Wade
Massachusetts
$626K +$402K +1,655 +143%
AF
1378
Advisornet Financial
Minnesota
$625K -$41.1K -169 -6%
LWA
1379
Lineweaver Wealth Advisors
Ohio
$625K +$302K +1,243 +79%
CWM
1380
Centric Wealth Management
Illinois
$624K +$682K +2,803 New
QI
1381
Qtron Investments
Massachusetts
$619K +$148K +609 +28%
WFG
1382
Wills Financial Group
Virginia
$618K +$676K +2,780 New
WCM
1383
Whitener Capital Management
North Carolina
$615K – – –
PCG
1384
Private Capital Group
Connecticut
$611K +$81.5K +335 +14%
WP
1385
Waycross Partners
Kentucky
$611K +$668K +2,746 New
EW
1386
Evoke Wealth
California
$603K +$152K +623 +30%
PMA
1387
Prudent Man Advisors
Illinois
$601K -$29.7K -122 -4%
BWP
1388
BSW Wealth Partners
Colorado
$601K +$154K +633 +31%
ADIM
1389
Alpha DNA Investment Management
Maryland
$601K +$657K +2,702 New
DA
1390
DCM Advisors
New York
$600K +$655K +2,695 New
AA
1391
Argent Advisors
Louisiana
$598K +$653K +2,686 New
MCC
1392
Malaga Cove Capital
California
$596K +$655K +2,693 New
BS
1393
Boenning & Scattergood
Pennsylvania
$592K -$19.5K -80 -3%
CFGS
1394
Concourse Financial Group Securities
Alabama
$589K +$176K +725 +38%
BPM
1395
Bowling Portfolio Management
Ohio
$588K -$56.4K -232 -8%
AWA
1396
ARS Wealth Advisors
Florida
$588K +$37.5K +154 +6%
FFS
1397
Founders Financial Securities
Maryland
$586K +$261K +1,075 +69%
GL
1398
Graypoint LLC
New York
$584K +$17.5K +72 +3%
TPA
1399
Trivium Point Advisory
Connecticut
$583K +$76.1K +313 +13%
TFO
1400
Tarbox Family Office
California
$580K – – –
54 55
56
57 58