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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AR
1601
Advisory Research
Illinois
$512K +$494K +2,422 New
ACM
1602
Allred Capital Management
Texas
$511K -$39K -191 -7%
CIA
1603
Choate Investment Advisors
Massachusetts
$510K +$261K +1,280 +113%
MA
1604
Montag & Associates
Georgia
$509K -$21.2K -104 -4%
SIA
1605
Soltis Investment Advisors
Utah
$509K +$141K +691 +40%
AF
1606
Advisornet Financial
Minnesota
$509K -$35.7K -175 -7%
ARC
1607
Advisor Resource Council
Texas
$507K +$199K +973 +68%
SI
1608
Symmetry Investments
Jersey
$507K +$490K +2,400 New
PWP
1609
Perfromance Wealth Partners
Illinois
$507K -$37.2K -182 -7%
SMA
1610
Sage Mountain Advisors
Georgia
$507K +$43.3K +212 +10%
AP
1611
Adero Partners
California
$506K -$138K -676 -22%
BPFA
1612
Barnes Pettey Financial Advisors
Mississippi
$504K -$81.7K -400 -14%
CWM
1613
Circle Wealth Management
New Jersey
$503K -$1.63K -8 -0.3%
CIC
1614
Carnegie Investment Counsel
Ohio
$499K -$26.9K -132 -5%
SHWM
1615
Silicon Hills Wealth Management
Texas
$496K – – –
CP
1616
Castleview Partners
Texas
$495K -$151K -739 -24%
GG
1617
Golden Green
South Carolina
$494K +$478K +2,340 New
RGC
1618
Roberts, Glore & Co
Illinois
$494K -$7.14K -35 -1%
SB
1619
Sunflower Bank
Texas
$494K -$2.45K -12 -0.5%
RPWA
1620
Regent Peak Wealth Advisors
Georgia
$492K -$8.98K -44 -2%
SC
1621
Sonen Capital
California
$490K -$128K -626 -21%
ACM
1622
AlphaStar Capital Management
North Carolina
$489K +$473K +2,315 New
CWA
1623
Clarus Wealth Advisors
Arizona
$487K +$474K +2,323 New
IWA
1624
IVC Wealth Advisors
Pennsylvania
$487K -$38.8K -190 -8%
BTW
1625
Boston Trust Walden
Massachusetts
$486K -$22.3K -109 -5%
63 64
65
66 67