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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
826
Stratos Investment Management
Ohio
$4.26M +$197K +702 +4%
MCM
827
Mitchell Capital Management
Kansas
$4.25M -$66.9K -238 -1%
AMCA
828
Arthur M. Cohen & Associates
Illinois
$4.25M -$160K -570 -3%
IUHSA
829
Itau Unibanco Holding S.A.
Brazil
$4.25M +$359K +1,276 +8%
PAM
830
Pegasus Asset Management
New York
$4.24M +$40.2K +143 +0.9%
MYAM
831
Meiji Yasuda Asset Management
Japan
$4.23M +$380K +1,354 +9%
CWM
832
Cabot Wealth Management
Massachusetts
$4.22M +$82.9K +295 +2%
DBT
833
Dubuque Bank & Trust
Iowa
$4.21M -$785K -2,792 -14%
SLI
834
Sumitomo Life Insurance
Japan
$4.2M -$142K -506 -3%
DA
835
Dillon & Associates
Michigan
$4.19M +$63.2K +225 +1%
BWL
836
Bogart Wealth LLC
Virginia
$4.18M +$801K +2,850 +21%
BHIA
837
Birch Hill Investment Advisors
Massachusetts
$4.18M +$107K +380 +2%
JSMC
838
Jess S. Morgan & Co
California
$4.15M +$57.9K +206 +1%
LW
839
Linscomb Wealth
Texas
$4.13M +$192K +682 +4%
EIM
840
Essex Investment Management
Massachusetts
$4.1M +$1.08M +3,830 +31%
KFBMI
841
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.07M – – –
BCPWM
842
Bradley & Co Private Wealth Management
Florida
$4.06M -$857K -3,051 -16%
ECM
843
Evergreen Capital Management
Washington
$4.05M -$687K -2,446 -13%
BL
844
BFSG LLC
California
$4.05M +$131K +465 +3%
CAL
845
Capital Analysts LLC
Pennsylvania
$4.04M +$479K +1,706 +12%
LSPW
846
Lake Street Private Wealth
Illinois
$4M +$477K +1,697 +12%
HNW
847
High Note Wealth
Minnesota
$3.98M +$462K +1,645 +12%
SAI
848
Systematic Alpha Investments
New Jersey
$3.97M – – –
IRF
849
IBM Retirement Fund
New York
$3.96M -$3.02M -10,754 -41%
GAM
850
Gemmer Asset Management
California
$3.95M -$25.3K -90 -0.6%
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