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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1676
ASB Consultores
Florida
$990K +$705K +2,443 +289%
V
1677
ViaWealth
Kansas
$986K -$4.33K -15 -0.5%
LAM
1678
L2 Asset Management
Massachusetts
$983K +$56.6K +196 +6%
RCA
1679
Roberts Capital Advisors
Colorado
$982K +$941K +3,262 New
FFS
1680
Founders Financial Securities
Maryland
$981K +$17.3K +60 +2%
MTWM
1681
Masso Torrence Wealth Management
New Jersey
$976K +$26K +90 +3%
FB
1682
First Bancorp
Maine
$974K -$30.6K -106 -3%
RCA
1683
Resonant Capital Advisors
Wisconsin
$973K +$457K +1,585 +97%
WGC
1684
Watts Gwilliam & Co
Arizona
$973K +$1.01M +3,514 New
ANBT
1685
American National Bank & Trust
Texas
$972K – – –
ARC
1686
Advisor Resource Council
Texas
$972K -$1.47M -5,110 -58%
MCWA
1687
Meadow Creek Wealth Advisors
Georgia
$971K +$42.1K +146 +5%
SYBT
1688
Stock Yards Bank & Trust
Kentucky
$970K -$154K -533 -14%
ACGA
1689
Atlanta Consulting Group Advisors
Georgia
$969K +$928K +3,216 New
CASC
1690
Coppell Advisory Solutions Corp
Texas
$968K +$928K +3,215 New
ZF
1691
Zhang Financial
Michigan
$968K +$521K +1,807 +129%
BWP
1692
BSW Wealth Partners
Colorado
$967K +$24.2K +84 +3%
VWA
1693
Visionary Wealth Advisors
Illinois
$964K -$22.8K -79 -2%
FCA
1694
FLC Capital Advisors
California
$964K – – –
ST
1695
Smithfield Trust
Pennsylvania
$957K +$47.9K +166 +6%
DA
1696
Dover Advisors
Virginia
$957K +$319K +1,106 +53%
GFP
1697
Gryphon Financial Partners
Ohio
$952K -$231K -799 -20%
PFBT
1698
Parkside Financial Bank & Trust
Missouri
$952K +$60.6K +210 +7%
HI
1699
Harbour Investments
Wisconsin
$951K +$25.7K +89 +3%
CMANY
1700
Capital Management Associates (New York)
New York
$949K -$101K -350 -10%
66 67
68
69 70