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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2401
First Foundation Advisors
California
$249K +$65.8K +228 +38%
LWM
2402
Liberty Wealth Management
California
$249K -$14.1K -49 -6%
APG
2403
Abacus Planning Group
South Carolina
$248K -$152K -528 -39%
MAM
2404
Madison Asset Management
Wisconsin
$248K +$238K +825 New
TA
2405
Townsend & Associates
Colorado
$248K +$866 +3 +0.3%
WTB
2406
Washington Trust Bank
Washington
$247K +$237K +821 New
NB
2407
Northwest Bancshares
Pennsylvania
$247K +$236K +819 New
CWA
2408
Canvas Wealth Advisors
Kansas
$246K +$257K +891 New
SFA
2409
Source Financial Advisors
New York
$246K +$3.46K +12 +1%
TCWM
2410
Total Clarity Wealth Management
Illinois
$245K +$14.1K +49 +6%
SIS
2411
Sound Income Strategies
Florida
$245K +$72.4K +251 +45%
CT
2412
Colonial Trust
South Carolina
$245K +$7.21K +25 +3%
CWM
2413
Circle Wealth Management
New Jersey
$244K -$513K -1,779 -69%
EA
2414
Ellsworth Advisors
Ohio
$244K +$239K +828 New
GWM
2415
Gray Wealth Management
Maine
$243K – – –
RF
2416
RHS Financial
California
$243K +$233K +808 New
HB
2417
Horizon Bancorp
Indiana
$243K +$6.06K +21 +3%
AA
2418
Apriem Advisors
California
$242K -$28.9K -100 -11%
EA
2419
Echo45 Advisors
California
$242K +$2.88K +10 +1%
JCM
2420
Jag Capital Management
Missouri
$242K -$866 -3 -0.4%
CFP
2421
Cascade Financial Partners
California
$242K +$237K +821 New
HCP
2422
Hexagon Capital Partners
Arkansas
$242K -$44.7K -155 -16%
GA
2423
GFS Advisors
Texas
$241K -$5.48K -19 -2%
RCA
2424
Ranch Capital Advisors
Florida
$240K +$230K +798 New
HCM
2425
HMS Capital Management
Tennessee
$239K – – –
95 96
97
98 99