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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1851
Connecticut Wealth Management
Connecticut
$512K +$4.75K +21 +1%
CIA
1852
Cape Investment Advisory
Georgia
$511K +$6.56K +29 +2%
SFG
1853
Synergy Financial Group
California
$510K +$4.98K +22 +1%
WTA
1854
Washington Trust Advisors
Massachusetts
$510K -$136K -599 -24%
RA
1855
Riversedge Advisors
Delaware
$509K -$94.4K -417 -18%
CWS
1856
Confluence Wealth Services
Pennsylvania
$509K -$61.8K -273 -12%
BW
1857
Bison Wealth
Georgia
$508K +$16.1K +71 +4%
VCA
1858
Verdence Capital Advisors
Maryland
$506K +$19.5K +86 +5%
EWA
1859
Encompass Wealth Advisors
Oregon
$506K – – –
RZH
1860
Relyea Zuckerberg Hanson
Connecticut
$506K +$33.5K +148 +8%
CAM
1861
Cubic Asset Management
Massachusetts
$505K – – –
BGA
1862
Battery Global Advisors
Massachusetts
$504K +$433K +1,914 New
SWA
1863
SOA Wealth Advisors
New York
$503K – – –
CRWM
1864
Castle Rock Wealth Management
California
$503K +$160K +706 +54%
BIA
1865
Bigelow Investment Advisors
Maine
$502K +$6.79K +30 +2%
LSIA
1866
LaSalle St. Investment Advisors
Illinois
$502K +$75.1K +332 +21%
WAG
1867
Winthrop Advisory Group
Massachusetts
$501K +$1.58K +7 +0.4%
GTAM
1868
Global Trust Asset Management
Florida
$500K -$56.8K -251 -12%
AT
1869
Arden Trust
Delaware
$496K -$3.85K -17 -0.9%
BPFA
1870
Barnes Pettey Financial Advisors
Mississippi
$496K – – –
EHWM
1871
Eads & Heald Wealth Management
Georgia
$495K -$24.9K -110 -6%
BOPW
1872
Brandywine Oak Private Wealth
Pennsylvania
$494K – – –
WWP
1873
Waypoint Wealth Partners
California
$492K +$73.6K +325 +21%
1IA
1874
1834 Investment Advisors
Wisconsin
$491K -$500K -2,210 -54%
CIM
1875
Contravisory Investment Management
Massachusetts
$488K -$4.75K -21 -1%
73 74
75
76 77