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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
801
BDO Wealth Advisors
Florida
$3.88M +$16.3K +80 +0.4%
TCOK
802
Trust Company of Kansas
Kansas
$3.88M -$48.6K -238 -1%
WIC
803
Woodmont Investment Counsel
Tennessee
$3.87M -$16.1K -79 -0.4%
SWM
804
Sendero Wealth Management
Texas
$3.86M -$287K -1,404 -7%
SC
805
SouthState Corp
Florida
$3.85M +$18.8K +92 +0.5%
PSC
806
Prentiss Smith & Co
Vermont
$3.85M -$2.02M -9,898 -35%
BFM
807
Boothbay Fund Management
New York
$3.85M +$3.72M +18,226 New
CWM
808
Cabot Wealth Management
Massachusetts
$3.85M -$204 -1 -0%
MNBTD
809
Moody National Bank Trust Division
Texas
$3.83M +$29K +142 +0.8%
M
810
Mirova
France
$3.82M -$1.66M -8,148 -31%
CCT
811
Chemung Canal Trust
New York
$3.8M +$3.29M +16,123 +855%
ATC
812
Argent Trust Co
Tennessee
$3.8M +$28.4K +139 +0.8%
SIA
813
SeaBridge Investment Advisors
New Jersey
$3.77M +$30.2K +148 +0.8%
HCA
814
Harbour Capital Advisors
Virginia
$3.76M -$64.3K -315 -2%
VIA
815
Vickerman Investment Advisors
Washington
$3.74M -$36.3K -178 -1%
UF
816
Univest Financial
Pennsylvania
$3.74M +$3.61M +17,684 New
LIP
817
Lighthouse Investment Partners
Florida
$3.7M +$797K +3,906 +29%
FC
818
FORA Capital
Florida
$3.68M +$3.56M +17,442 New
PCM
819
Penserra Capital Management
California
$3.67M -$2.65M -12,972 -43%
FTDI
820
First Trust Direct Indexing
Massachusetts
$3.66M +$131K +641 +4%
SWA
821
SFMG Wealth Advisors
Texas
$3.62M +$126K +617 +4%
PA
822
Procyon Advisors
Connecticut
$3.61M +$1.66M +8,122 +90%
LBC
823
Lawrence B. Cohen
$3.61M -$129K -634 -4%
SFS
824
Sowell Financial Services
Arkansas
$3.59M +$1.06M +5,189 +44%
RI
825
Redwood Investments
Massachusetts
$3.59M +$3.04M +14,891 +711%
31 32
33
34 35