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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
1726
Avidian Wealth Enterprises
Texas
$406K -$502K -2,331 -55%
AA
1727
Ancora Advisors
Ohio
$404K -$116K -538 -22%
ACM
1728
Absolute Capital Management
Pennsylvania
$403K -$818K -3,800 -67%
UMC
1729
United Maritime Capital
New York
$403K -$195K -904 -32%
PFG
1730
PAX Financial Group
Texas
$403K -$151K -700 -27%
CWM
1731
C2C Wealth Management
Arizona
$403K -$115K -535 -20%
GLA
1732
Great Lakes Advisors
Illinois
$401K -$344K -1,598 -46%
CNBTD
1733
Citizens National Bank Trust Department
Mississippi
$401K +$491K +2,280 New
CWP
1734
Concord Wealth Partners
Virginia
$400K +$108K +502 +36%
WAM
1735
Wolverine Asset Management
Illinois
$399K -$4.23M -19,678 -91%
KP
1736
Keel Point
Alabama
$399K -$144K -670 -26%
AWA
1737
Arete Wealth Advisors
Illinois
$398K -$115K -536 -22%
SWM
1738
Silverlake Wealth Management
Vermont
$397K +$87.8K +408 +28%
KW
1739
KWB Wealth
California
$396K – – –
SAM
1740
Silvercrest Asset Management
New York
$394K -$165K -767 -29%
FHC
1741
First Heartland Consultants
Missouri
$394K -$142K -662 -26%
FFL
1742
Future Fund LLC
Illinois
$390K +$29.9K +139 +8%
PPP
1743
Private Portfolio Partners
New Jersey
$389K +$35.5K +165 +10%
FI
1744
Fosun International
China
$387K – – –
LFA
1745
Legacy Financial Advisors
Kentucky
$385K -$88.2K -410 -18%
SICM
1746
Sustainable Insight Capital Management
New York
$384K +$8.61K +40 +2%
WAG
1747
Winthrop Advisory Group
Massachusetts
$383K +$78.6K +365 +25%
CAM
1748
Cubic Asset Management
Massachusetts
$382K – – –
MWM
1749
Modera Wealth Management
New Jersey
$381K -$657K -3,054 -63%
NFSG
1750
Newbridge Financial Services Group
Florida
$381K -$26.7K -124 -6%
68 69
70
71 72