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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
2376
West Paces Advisors
Georgia
$211K – – –
HC
2377
Hamilton Capital
Ohio
$211K +$185K +724 New
RTC
2378
Riverview Trust Company
Washington
$210K +$26.4K +103 +15%
TCMP
2379
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$196K +767 New
TWA
2380
Talisman Wealth Advisors
New Jersey
$210K +$194K +759 New
LWMM
2381
Legacy Wealth Management (Mississippi)
Mississippi
$210K +$196K +767 New
MSS
2382
Mitchell Sinkler & Starr
Pennsylvania
$209K +$196K +765 New
FMN
2383
Financial Management Network
California
$209K +$186K +727 New
CCA
2384
Carrera Capital Advisors
Michigan
$209K +$195K +763 New
EB
2385
Exchange Bank
California
$209K +$196K +764 New
LA
2386
Latitude Advisors
Florida
$209K +$196K +764 New
RWA
2387
Rooted Wealth Advisors
Illinois
$209K +$189K +736 New
SCM
2388
SOL Capital Management
Maryland
$209K +$196K +764 New
CAL
2389
Capital Advisors Ltd
Ohio
$207K +$3.59K +14 +2%
CAS
2390
Coppell Advisory Solutions
Texas
$207K -$39.2K -153 -17%
WFA
2391
Wellspring Financial Advisors
Ohio
$207K -$23.1K -90 -11%
CPC
2392
Consolidated Planning Corp
Georgia
$206K +$193K +754 New
PSF
2393
Pacific Sun Financial
California
$206K +$193K +753 New
MJP
2394
Michael J. Puzo
$205K +$192K +750 New
BHBT
2395
Burke & Herbert Bank & Trust
Virginia
$205K +$192K +749 New
MCC
2396
Money Concepts Capital
Florida
$205K +$192K +748 New
RF
2397
RHS Financial
California
$205K +$192K +748 New
TF
2398
Trek Financial
Arizona
$205K +$192K +748 New
AIC
2399
Archer Investment Corporation
Indiana
$205K -$3.07K -12 -2%
SCM
2400
Schnieders Capital Management
California
$204K -$139K -541 -42%
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96
97 98