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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1426
American National Bank & Trust
Texas
$636K +$8.45K +50 +2%
EB
1427
Eastern Bank
Massachusetts
$632K -$128K -757 -19%
MFA
1428
Mayflower Financial Advisors
Massachusetts
$631K -$4.05K -24 -0.8%
XF
1429
XML Financial
Maryland
$631K +$4.39K +26 +0.8%
SWS
1430
SYSTM Wealth Solutions
Illinois
$628K -$288K -1,704 -35%
SIM
1431
Studio Investment Management
Illinois
$627K -$7.26K -43 -1%
PFGIA
1432
Patriot Financial Group Insurance Agency
Massachusetts
$627K +$51.3K +304 +11%
RIA
1433
Realta Investment Advisors
Delaware
$626K -$241K -1,427 -31%
ICG
1434
InterOcean Capital Group
Tennessee
$624K -$8.95K -53 -2%
BWA
1435
Blodgett Wealth Advisors
California
$623K -$54.9K -325 -9%
DCM
1436
Dudley Capital Management
Virginia
$622K – – –
VWM
1437
Vigilare Wealth Management
Arizona
$621K -$162K -959 -24%
DWM
1438
Drive Wealth Management
Utah
$620K +$166K +985 +46%
IC
1439
Inscription Capital
Texas
$618K +$193K +1,142 +58%
CP
1440
Covenant Partners
Tennessee
$616K +$521K +3,085 New
MCA
1441
Magnolia Capital Advisors
Mississippi
$616K +$41.2K +244 +9%
CP
1442
Castleview Partners
Texas
$615K -$22.6K -134 -4%
FPCP
1443
Fort Point Capital Partners
California
$615K -$44.1K -261 -8%
AP
1444
Adero Partners
California
$613K +$58.4K +346 +13%
MSWM
1445
McGlone Suttner Wealth Management
Wisconsin
$613K +$3.04K +18 +0.6%
PWMAG
1446
Pinnacle Wealth Management Advisory Group
New Jersey
$613K +$518K +3,066 New
WEG
1447
World Equity Group
Illinois
$611K +$3M +17,734 +299%
BWM
1448
Baron Wealth Management
Michigan
$609K -$169 -1 -0%
VWM
1449
Venturi Wealth Management
Texas
$605K +$35.1K +208 +7%
NRC
1450
New Republic Capital
North Carolina
$604K +$68.9K +408 +16%
56 57
58
59 60