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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LSIA
1951
LaSalle St. Investment Advisors
Illinois
$460K -$768 -3 -0.2%
PWMG
1952
Pioneer Wealth Management Group
Texas
$457K – – –
GFS
1953
GYL Financial Synergies
Connecticut
$456K -$512 -2 -0.1%
LEA
1954
Legacy Edge Advisors
New York
$452K -$4.61K -18 -1%
CSA
1955
Cottage Street Advisors
Massachusetts
$452K -$32K -125 -7%
SW
1956
SlateStone Wealth
Florida
$452K -$5.12K -20 -1%
BFG
1957
Beacon Financial Group
Texas
$452K -$41K -160 -9%
HP
1958
Hyperion Partners
Pennsylvania
$452K -$2.31K -9 -0.5%
BHPW
1959
Beverly Hills Private Wealth
California
$451K -$12K -47 -3%
CA
1960
Crewe Advisors
Utah
$451K -$95.5K -373 -18%
LIA
1961
LBMC Investment Advisors
Tennessee
$451K – – –
ACP
1962
Aveo Capital Partners
Colorado
$450K +$42.5K +166 +11%
VA
1963
Verdad Advisers
Massachusetts
$449K +$421K +1,642 New
PCP
1964
Proficio Capital Partners
Massachusetts
$448K -$109K -426 -21%
RFS
1965
Richardson Financial Services
Massachusetts
$448K +$4.1K +16 +0.9%
ANBT
1966
American National Bank & Trust
Texas
$448K -$5.63K -22 -1%
PFA
1967
Pathway Financial Advisors
Vermont
$447K +$26.1K +102 +7%
VFG
1968
V2 Financial group
Illinois
$446K – – –
T
1969
TOBAM
France
$445K -$36.9K -144 -8%
CIP
1970
Convergence Investment Partners
Florida
$444K -$11.5K -45 -3%
RWP
1971
Revolve Wealth Partners
New Jersey
$444K -$48.2K -188 -10%
PPP
1972
Private Portfolio Partners
New Jersey
$443K +$415K +1,619 New
AI
1973
Accredited Investors
Minnesota
$443K +$176K +689 +74%
CFO
1974
CVA Family Office
Colorado
$442K +$33.8K +132 +9%
TWA
1975
TCI Wealth Advisors
Arizona
$441K +$54.3K +212 +15%
77 78
79
80 81