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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SH
726
SeaTown Holdings
Singapore
$5.83M +$829K +2,950 +15%
AWM
727
Axxcess Wealth Management
California
$5.79M +$6.4M +22,794 New
WC
728
Whitney & Co
New York
$5.79M +$135K +479 +2%
AWMT
729
AAFMAA Wealth Management & Trust
North Carolina
$5.78M +$2.33M +8,305 +58%
BAM
730
Belpointe Asset Management
Nevada
$5.77M -$556K -1,979 -8%
AWS
731
AJ Wealth Strategies
New York
$5.76M -$106K -379 -2%
GLAM
732
Gardner Lewis Asset Management
Pennsylvania
$5.75M -$4.55M -16,201 -42%
ESCM
733
Echo Street Capital Management
New York
$5.68M +$5.76M +20,510 +1,113%
IWP
734
Icon Wealth Partners
Texas
$5.66M +$313K +1,114 +5%
MM
735
Meridian Management
Arkansas
$5.63M +$4.78K +17 +0.1%
RCM
736
RB Capital Management
Nevada
$5.61M +$31.8K +113 +0.5%
OSIA
737
O'Shares Investment Advisers
Massachusetts
$5.6M -$1.71M -6,101 -22%
AUB
738
Atlantic Union Bankshares
Virginia
$5.6M +$791K +2,815 +15%
MHC
739
Meyer Handelman Company
New York
$5.59M -$301K -1,072 -5%
CI
740
Cigna Investments
Connecticut
$5.59M -$2.14M -7,623 -26%
MWM
741
Marietta Wealth Management
Georgia
$5.57M +$55.4K +197 +0.9%
VVP
742
Venture Visionary Partners
Ohio
$5.54M +$123K +439 +2%
CIM
743
Chapman Investment Management
California
$5.49M +$221K +786 +4%
CG
744
Colony Group
Massachusetts
$5.48M +$271K +963 +5%
WAM
745
Wolverine Asset Management
Illinois
$5.48M -$1.52M -5,404 -20%
LFG
746
Lazard Frères Gestion
France
$5.43M +$214K +763 +4%
SAM
747
Sabadell Asset Management
Spain
$5.42M +$126K +447 +2%
SWIG
748
Strategic Wealth Investment Group
Kentucky
$5.4M +$547K +1,945 +10%
MGWM
749
Marks Group Wealth Management
Minnesota
$5.4M +$96.9K +345 +2%
MCM
750
Murphy Capital Management
New Jersey
$5.39M -$130K -462 -2%
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