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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
601
D.J. St. Germain
Massachusetts
$7.44M +$587K +2,729 +8%
PFS
602
Prospera Financial Services
Texas
$7.36M -$2.45M -11,399 -25%
SPIO
603
Seven Post Investment Office
California
$7.35M – – –
AF
604
Alerus Financial
North Dakota
$7.32M +$449K +2,085 +6%
PP
605
Prudential plc
United Kingdom
$7.32M +$1.55M +7,204 +26%
AAS
606
Annex Advisory Services
Wisconsin
$7.31M +$1.57M +7,314 +27%
TI
607
Tidal Investments
Wisconsin
$7.3M +$533K +2,475 +8%
WTC
608
WhitTier Trust Company
Nevada
$7.22M +$580K +2,697 +9%
YWP
609
YorkBridge Wealth Partners
New York
$7.2M +$2.17M +10,092 +42%
ECM
610
Everence Capital Management
Indiana
$7.19M +$1.25M +5,830 +21%
HCM
611
Hillman Capital Management
Maryland
$7.18M +$6.86M +31,866 +1,635%
BRWA
612
B. Riley Wealth Advisors
Florida
$7.16M +$60.5K +281 +0.8%
KPWS
613
Kestra Private Wealth Services
Texas
$7.16M +$387K +1,797 +6%
BM
614
Bridger Management
New York
$7.11M +$7.21M +33,500 New
ITFISA
615
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.09M -$3.62M -16,809 -33%
KA
616
Kerrisdale Advisers
Florida
$7.08M -$8.62M -40,031 -55%
AAS
617
Avantax Advisory Services
Texas
$7.04M +$56.2K +261 +0.8%
SWM
618
Spire Wealth Management
Virginia
$6.97M -$2.36M -10,957 -25%
HVIA
619
Hudson Valley Investment Advisors
New York
$6.93M -$294K -1,367 -4%
FT
620
Fiduciary Trust
Massachusetts
$6.91M -$71.9K -334 -1%
DHFB
621
Dixon Hubard Feinour & Brown
Virginia
$6.86M -$82.4K -383 -1%
RJT
622
Raymond James Trust
Florida
$6.85M -$370K -1,717 -5%
NLGIA
623
Nippon Life Global Investors Americas
New York
$6.81M -$344K -1,600 -5%
OHIS
624
Oak Harvest Investment Services
Texas
$6.8M +$440K +2,045 +7%
TCOK
625
Trust Company of Kansas
Kansas
$6.77M +$1.8M +8,355 +35%
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