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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
651
AFT Forsyth & Company
Florida
$1.69M +$72.9K +530 +4%
IRF
652
IBM Retirement Fund
New York
$1.69M -$86.5K -629 -5%
TSWM
653
Triangle Securities Wealth Management
North Carolina
$1.69M +$54.3K +395 +3%
FFWA
654
FRG Family Wealth Advisors
Washington
$1.65M +$322K +2,340 +24%
BAM
655
Belpointe Asset Management
Nevada
$1.63M +$916K +6,658 +127%
GCA
656
Genesee Capital Advisors
New York
$1.62M +$1.63M +11,826 New
JWM
657
Jackson Wealth Management
Florida
$1.61M +$1.7M +12,385 New
VFA
658
Valeo Financial Advisors
Indiana
$1.61M +$129K +935 +9%
TFCM
659
Taylor Frigon Capital Management
Arizona
$1.6M -$31.5K -229 -2%
LWS
660
Lucia Wealth Services
California
$1.6M -$962K -6,993 -37%
AC
661
Alexandria Capital
Virginia
$1.6M -$5.09K -37 -0.3%
FAAS
662
First Allied Advisory Services
California
$1.58M -$154K -1,121 -9%
VFA
663
Voya Financial Advisors
Connecticut
$1.57M +$396K +2,882 +33%
TH
664
TCTC Holdings
Texas
$1.57M – – –
S
665
Surevest
California
$1.56M +$1.56M +11,373 New
BO
666
Bank OZK
Arkansas
$1.54M -$188K -1,368 -11%
WIA
667
Wealthstreet Investment Advisors
Texas
$1.54M -$179K -1,300 -11%
FDCDDQ
668
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.54M +$687K +4,996 +80%
SNT
669
Security National Trust
West Virginia
$1.52M +$30.3K +220 +2%
CNC
670
Citizens & Northern Corp
Pennsylvania
$1.52M -$492K -3,575 -24%
MAM
671
Morse Asset Management
Connecticut
$1.51M +$1.52M +11,055 New
RJT
672
Raymond James Trust
Florida
$1.51M +$170K +1,233 +13%
CPIM
673
Columbia Partners Investment Management
Virginia
$1.51M -$17.2K -125 -1%
SCP
674
Stamos Capital Partners
California
$1.51M +$1.51M +11,000 New
AO
675
Allen Operations
New York
$1.48M – – –
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