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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1451
D.B. Root & Company
Pennsylvania
$467K -$12.4K -73 -2%
FW
1452
FirstPurpose Wealth
Utah
$467K +$85.3K +503 +18%
RA
1453
RFG Advisory
Alabama
$466K +$7.63K +45 +1%
EW
1454
Evoke Wealth
California
$465K +$8.99K +53 +2%
FCBT
1455
First Citizens Bank & Trust
North Carolina
$464K -$52.9K -312 -9%
TWI
1456
Thomas White International
Illinois
$464K – – –
EMG
1457
ETF Managers Group
New Jersey
$464K +$21.2K +125 +4%
HPWM
1458
Highland Private Wealth Management
Washington
$463K -$40.9K -241 -7%
SWRP
1459
Summit Wealth & Retirement Planning
California
$461K – – –
CFG
1460
Cooper Financial Group
California
$461K +$32.4K +191 +6%
TNBTD
1461
Trustmark National Bank Trust Department
Mississippi
$460K -$126K -745 -19%
CP
1462
CenterBook Partners
Connecticut
$458K -$369K -2,179 -41%
IA
1463
Insight Advisors
Pennsylvania
$458K -$40.4K -238 -7%
BOPW
1464
Brandywine Oak Private Wealth
Pennsylvania
$456K -$44.9K -265 -8%
FFS
1465
Founders Financial Securities
Maryland
$455K -$17.5K -103 -3%
SHWM
1466
Silicon Hills Wealth Management
Texas
$455K +$2.54K +15 +0.5%
HCM
1467
Hodges Capital Management
Texas
$453K +$93.3K +550 +21%
PP
1468
Paloma Partners
Connecticut
$451K -$130K -768 -20%
EPA
1469
Element Pointe Advisors
Florida
$449K -$57K -336 -10%
XF
1470
XML Financial
Maryland
$448K -$2.04K -12 -0.4%
GT
1471
Glenview Trust
Kentucky
$447K +$2.54K +15 +0.5%
FWP
1472
FAS Wealth Partners
Kansas
$446K +$509 +3 +0.1%
FMWA
1473
Forvis Mazars Wealth Advisors
Missouri
$445K -$56.1K -331 -10%
SFG
1474
Synergy Financial Group
California
$444K +$23.1K +136 +5%
SFCL
1475
Strengthening Families & Communities LLC
Massachusetts
$444K +$24.9K +147 +5%
57 58
59
60 61