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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1576
Strategic Wealth Partners
Ohio
$588K +$27.3K +127 +5%
CIA
1577
Capital Impact Advisors
Massachusetts
$587K +$595K +2,763 New
RI
1578
Redwood Investments
Massachusetts
$586K – – –
FCBT
1579
First Citizens Bank & Trust
North Carolina
$579K +$253K +1,176 +76%
SIMG
1580
Sonora Investment Management Group
Arizona
$577K +$38.7K +180 +7%
SCG
1581
Sonata Capital Group
Washington
$575K +$2.8K +13 +0.5%
GA
1582
Geller Advisors
New York
$573K +$23.2K +108 +4%
PMA
1583
Prudent Man Advisors
Illinois
$572K -$25.8K -120 -4%
CAGAS
1584
Capital Advisory Group Advisory Services
Minnesota
$572K +$46.9K +218 +9%
CRWM
1585
Castle Rock Wealth Management
California
$570K -$146K -677 -19%
BC
1586
Bowman & Company
Wisconsin
$566K +$24.1K +112 +4%
PNC
1587
Park National Corp
Ohio
$565K +$15.5K +72 +3%
FNT
1588
First Nebraska Trust
Nebraska
$561K – – –
RFA
1589
Resurgent Financial Advisors
Georgia
$560K +$568K +2,639 New
XT
1590
XTX Topco
Cayman Islands
$556K +$76.6K +356 +16%
PPW
1591
Pinnacle Private Wealth
Massachusetts
$553K -$85K -395 -13%
HSA
1592
Hussman Strategic Advisors
Maryland
$552K +$560K +2,600 New
BFA
1593
Beaumont Financial Advisors
Massachusetts
$551K +$37.2K +173 +7%
BAS
1594
Brown Advisory Securities
Maryland
$549K -$265K -1,231 -32%
FC
1595
Fulcrum Capital
Washington
$546K -$67.4K -313 -11%
RA
1596
Riverstone Advisors
Texas
$545K +$55.7K +259 +11%
MAC
1597
Mason & Associates (California)
California
$545K +$117K +545 +27%
KFGK
1598
Keystone Financial Group (Kentucky)
Kentucky
$545K +$553K +2,568 New
RGC
1599
Roberts, Glore & Co
Illinois
$543K +$177K +824 +48%
SWA
1600
Stratos Wealth Advisors
Ohio
$538K -$235K -1,091 -30%
62 63
64
65 66