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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SPA
1526
Sherbrooke Park Advisers
New York
$613K +$592K +2,900 New
FCA
1527
FLC Capital Advisors
California
$612K – – –
SSWM
1528
Strait & Sound Wealth Management
California
$609K -$223K -1,091 -27%
AP
1529
Appleton Partners
Massachusetts
$609K -$7.14K -35 -1%
CF
1530
Copperwynd Financial
Arizona
$607K -$2.01M -9,865 -77%
TA
1531
TFG Advisers
Michigan
$607K +$6.12K +30 +1%
LA
1532
Legacy Advisors
Pennsylvania
$606K +$55.7K +273 +11%
QC
1533
QCM Cayman
Texas
$606K +$586K +2,869 New
JWS
1534
Juncture Wealth Strategies
Arizona
$605K +$584K +2,862 New
IC
1535
Inscription Capital
Texas
$601K -$50.8K -249 -8%
APC
1536
Aspire Private Capital
North Carolina
$600K +$539K +2,638 +1,319%
OFS
1537
OneAscent Financial Services
Alabama
$599K +$579K +2,834 New
HIF
1538
Hill Island Financial
Michigan
$599K – – –
EB
1539
Eastern Bank
Massachusetts
$598K -$67.6K -331 -10%
MCC
1540
Malaga Cove Capital
California
$598K -$37.6K -184 -6%
AFG
1541
Atomi Financial Group
New York
$598K +$101K +493 +21%
SCI
1542
S&CO Inc
Massachusetts
$595K – – –
ECG
1543
EPIQ Capital Group
California
$595K – – –
LHC
1544
Little House Capital
Massachusetts
$590K +$3.88K +19 +0.7%
CAM
1545
CenterStar Asset Management
Illinois
$590K +$570K +2,792 New
VFG
1546
V2 Financial group
Illinois
$589K -$408 -2 -0.1%
HTC
1547
Haverford Trust Company
Pennsylvania
$589K +$21.2K +104 +4%
TFGT
1548
TS Financial Group (TSFG)
Illinois
$587K +$8.37K +41 +1%
CAM
1549
Carret Asset Management
New York
$586K – – –
PFBT
1550
Parkside Financial Bank & Trust
Missouri
$583K -$1.43K -7 -0.3%
60 61
62
63 64