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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TE
801
Tema ETFs
New York
$3.08M +$331K +1,885 +11%
PIA
802
Petredis Investment Advisors
Pennsylvania
$3.07M -$8.27K -47 -0.2%
PWG
803
Portside Wealth Group
Utah
$3.07M +$403K +2,289 +13%
HA
804
Huntleigh Advisors
Missouri
$3.06M +$211K +1,198 +7%
VFA
805
Valeo Financial Advisors
Indiana
$3.05M -$179K -1,018 -5%
AFA
806
Arlington Financial Advisors
California
$3.03M +$304K +1,726 +10%
CTC
807
Central Trust Company
Missouri
$3.02M -$361K -2,052 -10%
CCWM
808
Correct Capital Wealth Management
Missouri
$3.01M -$21.5K -122 -0.6%
SC
809
Sawyer & Company
Massachusetts
$3.01M +$2.11K +12 +0.1%
ISB
810
Iowa State Bank
Iowa
$2.99M -$43.4K -247 -1%
WPP
811
Whalerock Point Partners
Rhode Island
$2.99M +$35.7K +203 +1%
PMWMG
812
Parr McKnight Wealth Management Group
Minnesota
$2.98M +$1.45M +8,222 +76%
JIC
813
Johnson Investment Counsel
Ohio
$2.98M -$559K -3,178 -14%
ATPW
814
Ashton Thomas Private Wealth
Arizona
$2.98M -$763K -4,338 -19%
HWM
815
Hohimer Wealth Management
Washington
$2.97M +$144K +818 +5%
WI
816
Wahed Invest
New York
$2.96M -$700K -3,979 -17%
SPC
817
Sigma Planning Corp
Michigan
$2.96M +$267K +1,517 +9%
SS
818
SBI Securities
Japan
$2.95M +$53.5K +304 +2%
CC
819
Colrain Capital
Massachusetts
$2.95M +$3.3M +18,770 New
WS
820
Wedbush Securities
California
$2.95M -$437K -2,485 -12%
CG
821
Caprock Group
Idaho
$2.95M -$1.75M -9,962 -35%
PVI
822
Pine Valley Investments
New Jersey
$2.94M +$408K +2,318 +14%
BCFS
823
Butensky & Cohen Financial Security
Florida
$2.94M +$3.3M +18,776 New
WB
824
Webster Bank
Connecticut
$2.93M -$741K -4,213 -18%
CCA
825
Checchi Capital Advisers
California
$2.92M -$263K -1,494 -7%
31 32
33
34 35