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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCB
1376
Brian C. Broderick
$2.26M +$2.16M +6,764 New
FPF
1377
First Pacific Financial
Washington
$2.26M +$24.6K +77 +1%
CIA
1378
Capital Investment Advisors
Georgia
$2.26M +$33.8K +106 +2%
DA
1379
Dover Advisors
Virginia
$2.25M +$92.5K +290 +4%
CPW
1380
Cove Private Wealth
New York
$2.24M +$794K +2,487 +59%
TF
1381
TLWM Financial
Texas
$2.24M +$86.8K +272 +4%
GAM
1382
Grandview Asset Management
Pennsylvania
$2.23M +$159K +498 +8%
DC
1383
Davenport & Co
Virginia
$2.23M +$82K +257 +4%
1W
1384
1776 Wealth
Georgia
$2.23M – – –
AWMT
1385
AAFMAA Wealth Management & Trust
North Carolina
$2.23M -$465K -1,456 -18%
ATS
1386
Ashton Thomas Securities
New York
$2.23M +$145K +454 +7%
HT
1387
Heritage Trust
Oklahoma
$2.21M +$2.11M +6,607 New
TAM
1388
Tealwood Asset Management
Minnesota
$2.21M -$22.7K -71 -1%
MUAMU
1389
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M +$1.79M +5,600 +560%
LPAM
1390
Lodestar Private Asset Management
California
$2.2M +$1.66M +5,205 +376%
AL
1391
Aspiriant LLC
California
$2.2M +$83.3K +261 +4%
CVA
1392
Central Valley Advisors
California
$2.2M +$47.9K +150 +2%
PPC
1393
Park Place Capital
Alabama
$2.2M -$278K -872 -12%
CFG
1394
Cooper Financial Group
California
$2.2M +$83.6K +262 +4%
WA
1395
WP Advisors
California
$2.2M -$27.8K -87 -1%
LFA
1396
Legacy Financial Advisors
Kentucky
$2.19M +$60K +188 +3%
RCG
1397
Regatta Capital Group
California
$2.18M +$20.4K +64 +1%
DAM
1398
Deltec Asset Management
New York
$2.17M – – –
CFO
1399
Callan Family Office
Pennsylvania
$2.17M +$2.07M +6,490 New
HDA
1400
Harold Davidson & Associates
California
$2.15M +$2.05M +6,427 New
54 55
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