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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1526
American National Bank & Trust
Texas
$652K +$6.48K +30 +0.9%
AP
1527
Adero Partners
California
$650K +$176K +815 +34%
PFGIA
1528
Patriot Financial Group Insurance Agency
Massachusetts
$647K +$49.9K +231 +8%
VWA
1529
Visionary Wealth Advisors
Illinois
$644K -$12.7K -59 -2%
MSWM
1530
McGlone Suttner Wealth Management
Wisconsin
$644K +$1.51K +7 +0.2%
BIM
1531
Bridges Investment Management
Nebraska
$644K -$280K -1,295 -29%
OFS
1532
OneAscent Financial Services
Alabama
$643K +$73.2K +339 +12%
GSWM
1533
Greenup Street Wealth Management
Michigan
$643K +$685K +3,171 New
LWA
1534
Lineweaver Wealth Advisors
Ohio
$643K +$312K +1,443 +84%
ACI
1535
Alpha Cubed Investments
California
$641K +$113K +523 +20%
ICP
1536
Interchange Capital Partners
Pennsylvania
$637K +$125K +579 +23%
WPW
1537
Watershed Private Wealth
Illinois
$630K – – –
CIP
1538
Convergence Investment Partners
Florida
$628K +$14.9K +69 +2%
BWM
1539
Baron Wealth Management
Michigan
$625K +$2.16K +10 +0.3%
SAM
1540
Shikiar Asset Management
New York
$625K -$445K -2,060 -40%
CPC
1541
Congress Park Capital
New York
$625K -$5.4K -25 -0.8%
S
1542
ShariaPortfolio
Florida
$623K +$663K +3,070 New
AWM
1543
Avitas Wealth Management
California
$622K -$228K -1,054 -26%
GFG
1544
Greystone Financial Group
Michigan
$621K +$174K +804 +36%
CWP
1545
Concord Wealth Partners
Virginia
$621K +$392K +1,813 +145%
BWP
1546
BSW Wealth Partners
Colorado
$618K +$132K +610 +25%
AFG
1547
Atomi Financial Group
New York
$617K +$45.6K +211 +7%
CM
1548
Corvex Management
New York
$615K – – –
MA
1549
Montag & Associates
Georgia
$615K +$134K +622 +26%
LA
1550
Legacy Advisors
Pennsylvania
$613K +$33.3K +154 +5%
60 61
62
63 64