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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GRWP
1726
Green Ridge Wealth Planning
New Jersey
$869K +$815K +3,280 New
TCBWMS
1727
Texas Capital Bank Wealth Management Services
Texas
$869K +$461K +1,854 +130%
PFG
1728
Putney Financial Group
California
$865K -$55.7K -224 -6%
AAMU
1729
AEGON Asset Management (UK)
United Kingdom
$865K +$133K +536 +20%
FB
1730
First Bancorp
Maine
$864K -$16.4K -66 -2%
MW
1731
Marble Wealth
Alabama
$863K +$810K +3,258 New
BC
1732
Burney Company
Virginia
$862K -$98.4K -396 -11%
CWG
1733
Cornerstone Wealth Group
North Carolina
$861K +$97.9K +394 +14%
OIM
1734
Oder Investment Management
California
$860K -$70.6K -284 -8%
SP
1735
SmartHarvest Portfolios
Washington
$858K +$804K +3,237 New
CT
1736
Chicago Trust
Illinois
$857K -$436K -1,755 -35%
1IA
1737
1834 Investment Advisors
Wisconsin
$857K +$8.95K +36 +1%
CNTOF
1738
Canandaigua National Trust of Florida
New York
$855K -$56.9K -229 -7%
LA
1739
Legacy Advisors
Pennsylvania
$855K +$116K +468 +17%
IA
1740
Integrity Alliance
Iowa
$853K -$106K -426 -12%
ACP
1741
Argyle Capital Partners
California
$852K -$417K -1,680 -34%
PWM
1742
Prentice Wealth Management
New York
$852K +$53.7K +216 +7%
FFN
1743
Focus Financial Network
Minnesota
$851K -$221K -891 -22%
BA
1744
Birinyi Associates
Connecticut
$850K -$162K -650 -17%
PWM
1745
Parkway Wealth Management
Texas
$848K +$796K +3,202 New
RF
1746
Roxbury Financial
New Jersey
$843K -$3.23K -13 -0.4%
CWS
1747
Confluence Wealth Services
Pennsylvania
$837K -$549K -2,210 -41%
TC
1748
TownSquare Capital
Utah
$836K +$134K +539 +21%
FAM
1749
Fred Alger Management
New York
$835K -$2.93M -11,794 -79%
PHIC
1750
Pine Haven Investment Counsel
Massachusetts
$835K +$11.4K +46 +1%
68 69
70
71 72