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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
1751
Paladin Advisory Group
Iowa
$294K +$249K +1,474 New
LDB
1752
Lee, Danner & Bass
Tennessee
$294K +$248K +1,471 New
MSFS
1753
Main Street Financial Solutions
Pennsylvania
$293K +$248K +1,466 New
WA
1754
Waddell & Associates
Tennessee
$292K +$247K +1,462 New
LSPW
1755
Lake Street Private Wealth
Illinois
$292K -$14.7K -87 -6%
TWA
1756
TCI Wealth Advisors
Arizona
$292K -$11K -65 -4%
WA
1757
Waverly Advisors
Alabama
$292K -$42.1K -249 -15%
AA
1758
Addison Advisors
Vermont
$290K +$183K +1,085 +297%
AIM
1759
Arcadia Investment Management
Michigan
$290K +$71.3K +422 +41%
TCM
1760
Tufton Capital Management
Maryland
$290K +$245K +1,450 New
GD
1761
Grandfield & Dodd
New York
$289K +$245K +1,448 New
T
1762
TOBAM
France
$289K +$125K +740 +105%
FRA
1763
Frank Rimerman Advisors
California
$288K +$244K +1,444 New
MFG
1764
Magnus Financial Group
New York
$288K -$56.6K -335 -19%
HNW
1765
High Note Wealth
Minnesota
$288K +$243K +1,441 New
MG
1766
Mather Group
Illinois
$288K +$243K +1,440 New
TNA
1767
True North Advisors
Texas
$287K +$242K +1,435 New
LPAM
1768
Lodestar Private Asset Management
California
$286K +$242K +1,433 New
EFSCE
1769
Enterprise Financial Services Corp (EFSC)
Missouri
$286K +$242K +1,430 New
RCM
1770
RNC Capital Management
California
$285K -$20.3K -120 -8%
CCMW
1771
Cypress Capital Management (Wyoming)
Wyoming
$284K – – –
CCA
1772
Cobblestone Capital Advisors
New York
$283K +$239K +1,417 New
TNBTD
1773
Trustmark National Bank Trust Department
Mississippi
$283K -$87K -515 -27%
EL
1774
Essex LLC
Illinois
$282K – – –
BDS
1775
Banco de Sabadell
Florida
$281K +$87.8K +520 +58%
69 70
71
72 73