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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1376
Valley Brook Capital Group
Pennsylvania
$490K -$3.65K -25 -0.7%
RWA
1377
Ropes Wealth Advisors
Massachusetts
$489K +$37.1K +254 +7%
GEA
1378
Glen Eagle Advisors
New Jersey
$489K -$25.7K -176 -5%
BC
1379
Bridgefront Capital
Texas
$488K +$537K +3,680 New
LC
1380
Lindbrook Capital
California
$488K -$360K -2,470 -40%
FW
1381
FirstPurpose Wealth
Utah
$485K +$59.8K +410 +13%
FNBT
1382
FineMark National Bank & Trust
Florida
$485K +$111K +758 +26%
SWM
1383
Seed Wealth Management
Illinois
$484K +$533K +3,650 New
HPC
1384
HM Payson & Co
Maine
$480K -$17.8K -122 -3%
SGA
1385
Seaport Global Advisors
Massachusetts
$475K +$152K +1,044 +41%
CBT
1386
Central Bank & Trust
Kentucky
$475K -$3.94K -27 -0.7%
HWMA
1387
Heritage Wealth Management (Arizona)
Arizona
$475K +$261K +1,787 +100%
SFS
1388
Stiles Financial Services
Minnesota
$474K -$33.6K -230 -6%
FB
1389
First Bancorp
Maine
$473K -$26.1K -179 -5%
KWMG
1390
King Wealth Management Group
Florida
$466K -$372K -2,550 -42%
BWA
1391
Bordeaux Wealth Advisors
California
$465K -$26K -178 -5%
ORAM
1392
One River Asset Management
Connecticut
$465K +$511K +3,505 New
SG
1393
Stonnington Group
California
$464K -$55.4K -380 -11%
DC
1394
Davenport & Co
Virginia
$463K -$286K -1,958 -36%
VCM
1395
Virtue Capital Management
Tennessee
$462K +$508K +3,483 New
RIM
1396
Regent Investment Management
Kentucky
$461K +$507K +3,475 New
BWA
1397
Blodgett Wealth Advisors
California
$457K -$14.6K -100 -3%
AC
1398
Avory & Company
Florida
$456K +$8.76K +60 +2%
CFG
1399
Cooper Financial Group
California
$454K +$31.8K +218 +7%
CIG
1400
Cascade Investment Group
Colorado
$454K +$499K +3,423 New
54 55
56
57 58