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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFI
1776
SPC Financial Inc
Maryland
$281K +$237K +1,406 New
WFI
1777
West Family Investments
California
$280K +$237K +1,403 New
ECU
1778
Eisler Capital (US)
New York
$280K +$237K +1,402 New
DWM
1779
Dorchester Wealth Management
Quebec, Canada
$280K +$236K +1,400 New
GCMG
1780
Gyroscope Capital Management Group
Florida
$280K +$236K +1,400 New
ATC
1781
Adirondack Trust Company
New York
$279K +$2.7K +16 +1%
HFM
1782
Hartford Funds Management
Pennsylvania
$278K +$235K +1,392 New
JIC
1783
Joel Isaacson & Co
New York
$278K +$235K +1,391 New
KIA
1784
Knollwood Investment Advisory
Maryland
$278K +$235K +1,391 New
IA
1785
IFG Advisors
Missouri
$278K +$235K +1,390 New
EWM
1786
Evermay Wealth Management
Virginia
$277K -$43.9K -260 -16%
FFA
1787
Fi3 Financial Advisors
Indiana
$277K +$235K +1,389 New
CWP
1788
Curated Wealth Partners
California
$277K +$234K +1,385 New
OWA
1789
Opal Wealth Advisors
New York
$277K +$234K +1,385 New
GSEP
1790
Golden State Equity Partners
California
$275K +$233K +1,378 New
TWM
1791
Tradition Wealth Management
Minnesota
$275K -$27.4K -162 -11%
TCWA
1792
Ten Capital Wealth Advisors
Washington
$275K +$219K +1,296 +1,641%
TCBWMS
1793
Texas Capital Bank Wealth Management Services
Texas
$274K +$232K +1,371 New
EL
1794
EWA LLC
Pennsylvania
$273K +$228K +1,352 New
AT
1795
Arvest Trust
Oklahoma
$272K +$230K +1,362 New
SG
1796
Somerset Group
Minnesota
$272K +$230K +1,360 New
GC
1797
GFG Capital
Florida
$272K +$393K +2,327 +114%
CB
1798
CNB Bank
Pennsylvania
$271K -$507 -3 -0.2%
ARC
1799
Advisor Resource Council
Texas
$270K +$241K +1,429 New
MP
1800
McDonald Partners
Ohio
$270K -$79.1K -468 -26%
70 71
72
73 74