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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPTFSNA
1576
Old Point Trust & Financial Services N A
Virginia
$926K +$388K +1,449 +67%
SSWM
1577
Strait & Sound Wealth Management
California
$925K +$192K +716 +25%
GFG
1578
Greystone Financial Group
Michigan
$924K -$11K -41 -1%
HAG
1579
HF Advisory Group
Maryland
$923K -$158K -590 -14%
FI
1580
Financial Insights
Washington
$917K -$171K -639 -15%
LIG
1581
Lokken Investment Group
Delaware
$913K -$10.7K -40 -1%
SIG
1582
Sky Investment Group
Connecticut
$912K -$3.48K -13 -0.4%
BCM
1583
Brown Capital Management
Maryland
$911K -$15K -56 -2%
XF
1584
XML Financial
Maryland
$906K +$46.6K +174 +5%
WAAG
1585
Wealth Alliance Advisory Group
Kansas
$902K +$234K +874 +33%
FFS
1586
Founders Financial Securities
Maryland
$901K +$66.1K +247 +8%
FCFC
1587
First Commonwealth Financial Corp
Pennsylvania
$897K – – –
GFP
1588
Gryphon Financial Partners
Ohio
$896K +$86.4K +323 +10%
TA
1589
Tectonic Advisors
Texas
$894K +$7.22K +27 +0.8%
WPW
1590
Watershed Private Wealth
Illinois
$890K -$268 -1 -0%
SMA
1591
Sage Mountain Advisors
Georgia
$886K +$4.01K +15 +0.4%
IPAM
1592
Investment Partners Asset Management
New Jersey
$886K -$158K -589 -15%
PFGIA
1593
Patriot Financial Group Insurance Agency
Massachusetts
$886K +$27K +101 +3%
RCA
1594
Resonant Capital Advisors
Wisconsin
$884K +$56.7K +212 +7%
EI
1595
Ecofi Investissements
France
$875K +$1M +3,750 New
MTWM
1596
Masso Torrence Wealth Management
New Jersey
$874K +$42.3K +158 +5%
SP
1597
Symmetry Partners
Connecticut
$873K – – –
AWM
1598
Angeles Wealth Management
California
$872K -$226K -845 -20%
TBC
1599
Ted Buchan & Co
California
$871K +$602K +2,251 +198%
ACP
1600
Arcus Capital Partners
Georgia
$871K +$906K +3,387 New
62 63
64
65 66