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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
801
Linscomb Wealth
Texas
$3.38M +$7.94K +47 +0.3%
ACM
802
Alpha Capital Management
Texas
$3.35M – – –
AWM
803
Avior Wealth Management
Nebraska
$3.34M +$244K +1,445 +9%
HBT
804
Hills Bank & Trust
Iowa
$3.33M +$90.7K +537 +3%
FTDI
805
First Trust Direct Indexing
Massachusetts
$3.33M +$491K +2,908 +21%
SWA
806
SFMG Wealth Advisors
Texas
$3.3M +$523K +3,099 +23%
PAM
807
Pegasus Asset Management
New York
$3.3M +$9.63K +57 +0.3%
LFG
808
Lazard Frères Gestion
France
$3.29M -$68.4K -405 -2%
BCM
809
Barometer Capital Management
Ontario, Canada
$3.27M +$2.76M +16,362 New
KFP
810
KMG Fiduciary Partners
Ohio
$3.26M -$7.77K -46 -0.3%
MCP
811
Mirador Capital Partners
California
$3.26M -$336K -1,991 -11%
SIA
812
Schechter Investment Advisors
Michigan
$3.25M +$969K +5,735 +54%
AFA
813
Arlington Financial Advisors
California
$3.24M +$451K +2,672 +20%
CG
814
Cutler Group
California
$3.23M -$2.62M -15,510 -49%
I
815
INVST
Indiana
$3.23M +$247K +1,461 +10%
CM
816
CastleKnight Management
New York
$3.23M +$1.8M +10,650 +194%
PCH
817
PGIM Custom Harvest
New Jersey
$3.22M +$16.9K +100 +0.6%
LTAS
818
Linden Thomas Advisory Services
North Carolina
$3.22M +$136K +808 +5%
TFS
819
Thoroughbred Financial Services
Tennessee
$3.21M +$40.2K +238 +2%
KFBMI
820
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.2M – – –
PI
821
PFS Investments
Georgia
$3.19M +$341K +2,017 +14%
CG
822
Caprock Group
Idaho
$3.19M +$581K +3,440 +28%
AAM
823
Azzad Asset Management
Virginia
$3.18M +$9.29K +55 +0.3%
SC
824
Sepio Capital
Utah
$3.16M +$906K +5,364 +51%
NIG
825
NFJ Investment Group
Texas
$3.15M +$2.18M +12,883 +447%
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