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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1426
Seed Wealth Management
Illinois
$771K – – –
1IA
1427
1834 Investment Advisors
Wisconsin
$768K +$197K +963 +36%
NAS
1428
Nicolet Advisory Services
Wisconsin
$767K +$40.4K +198 +6%
CQS
1429
Credential Qtrade Securities
$766K -$13.3K -65 -2%
PTP
1430
Platform Technology Partners
New York
$765K +$2.86K +14 +0.4%
AC
1431
Allstate Corporation
Illinois
$765K +$1.63K +8 +0.2%
HH
1432
Hilltop Holdings
Texas
$764K -$6.33K -31 -0.9%
AP
1433
Americana Partners
Texas
$762K +$403K +1,975 +121%
TPA
1434
Trivium Point Advisory
Connecticut
$761K -$20.6K -101 -3%
IIM
1435
Ipswich Investment Management
Massachusetts
$761K -$4.08K -20 -0.6%
BWA
1436
Bordeaux Wealth Advisors
California
$760K -$14.7K -72 -2%
RWB
1437
RMR Wealth Builders
New Jersey
$758K -$240K -1,176 -25%
EWM
1438
Empirical Wealth Management
Washington
$757K -$55.5K -272 -7%
LCM
1439
LCM Capital Management
Illinois
$756K +$8.98K +44 +1%
LIG
1440
Lokken Investment Group
Delaware
$756K +$730K +3,578 New
CWM
1441
Congress Wealth Management
Massachusetts
$755K -$75.1K -368 -9%
AWAG
1442
ARS Wealth Advisors Group
Florida
$746K -$169K -830 -19%
DC
1443
Davenport & Co
Virginia
$742K +$26.3K +129 +4%
CCFP
1444
Charles Carroll Financial Partners
Massachusetts
$739K +$714K +3,500 New
FI
1445
Financial Insights
Washington
$738K +$235K +1,153 +49%
TA
1446
Tectonic Advisors
Texas
$736K -$216K -1,057 -23%
BC
1447
Bowman & Company
Wisconsin
$733K +$22.5K +110 +3%
OHIS
1448
Oak Harvest Investment Services
Texas
$733K -$4.03M -19,729 -85%
CFP
1449
Catalyst Financial Partners
Massachusetts
$724K +$88K +431 +14%
PSP
1450
Principal Street Partners
Tennessee
$724K +$11.6K +57 +2%
56 57
58
59 60