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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PP
2026
Pegasus Partners
Wisconsin
$216K +$20.1K +93 +10%
NIM
2027
Northeast Investment Management
Massachusetts
$216K – – –
TBWA
2028
Three Bridge Wealth Advisors
California
$214K – – –
VC
2029
Veracity Capital
Georgia
$214K +$228K +1,056 New
BEI
2030
Benjamin Edwards Inc
Missouri
$214K -$44.3K -205 -16%
MWM
2031
Mattern Wealth Management
Kansas
$214K +$4.32K +20 +2%
ZIC
2032
ZWJ Investment Counsel
Georgia
$214K +$228K +1,055 New
TCBWMS
2033
Texas Capital Bank Wealth Management Services
Texas
$214K -$49.9K -231 -18%
GAM
2034
Gemmer Asset Management
California
$213K -$42.6K -197 -16%
DL
2035
DOHJ LLC
Washington
$210K -$14.3K -66 -6%
GCS
2036
Gordian Capital (Singapore)
Singapore
$209K – – –
FNFDCM
2037
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$209K +$15.1K +70 +7%
SN
2038
Sittner & Nelson
Oregon
$208K – – –
P
2039
&Partners
Tennessee
$208K +$1.95K +9 +0.9%
PWAM
2040
Pinnacle West Asset Management
Wyoming
$208K +$221K +1,025 New
SWS
2041
SYSTM Wealth Solutions
Illinois
$208K -$766K -3,547 -78%
SWM
2042
SFG Wealth Management
Maryland
$208K – – –
TA
2043
Trellis Advisors
Washington
$208K -$5.19K -24 -2%
AO
2044
Advisor OS
Illinois
$207K +$221K +1,021 New
CSIC
2045
Clifford Swan Investment Counsel
California
$206K – – –
SPWG
2046
Sage Private Wealth Group
Illinois
$206K +$4.32K +20 +2%
FFG
2047
Frisch Financial Group
New York
$206K – – –
SAMT
2048
Select Asset Management & Trust
Pennsylvania
$204K – – –
MCM
2049
MV Capital Management
Maryland
$204K +$33.1K +153 +18%
GC
2050
Gratus Capital
Georgia
$204K +$217K +1,006 New
80 81
82
83 84