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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
826
Mathes Company
New York
$2.8M +$26.5K +150 +0.9%
CWM
827
Cabot Wealth Management
Massachusetts
$2.8M +$48.1K +272 +2%
HWM
828
Hohimer Wealth Management
Washington
$2.79M -$308K -1,745 -9%
TCOT
829
Trust Company of Toledo
Ohio
$2.76M -$15.9K -90 -0.5%
ERWM
830
Elk River Wealth Management
Colorado
$2.76M +$119K +674 +4%
S
831
Surevest
California
$2.75M -$237K -1,340 -7%
TCA
832
Transcend Capital Advisors
New Jersey
$2.75M +$405K +2,293 +16%
SLI
833
Sumitomo Life Insurance
Japan
$2.74M +$57.8K +327 +2%
MGP
834
Metis Global Partners
California
$2.73M +$161K +914 +6%
TPCW
835
TD Private Client Wealth
New York
$2.73M -$18.2K -103 -0.6%
FTDI
836
First Trust Direct Indexing
Massachusetts
$2.73M +$144K +817 +5%
PAM
837
Pegasus Asset Management
New York
$2.72M -$30.6K -173 -1%
MWM
838
Meridian Wealth Management
Kentucky
$2.7M +$572K +3,238 +25%
PAS
839
Park Avenue Securities
New York
$2.7M +$93.8K +531 +3%
DAM
840
Deltec Asset Management
New York
$2.69M -$9.05M -51,200 -76%
JWCA
841
J.W. Cole Advisors
Florida
$2.68M +$6.18K +35 +0.2%
DBT
842
Dubuque Bank & Trust
Iowa
$2.67M +$29.7K +168 +1%
AWS
843
AJ Wealth Strategies
New York
$2.67M – – –
CF
844
Centaurus Financial
California
$2.67M +$107K +607 +4%
LW
845
Linscomb Wealth
Texas
$2.67M -$81.8K -463 -3%
MPWT
846
MassMutual Private Wealth & Trust
Connecticut
$2.66M +$262K +1,484 +10%
ATC
847
Argent Trust Co
Tennessee
$2.66M +$48.6K +275 +2%
BONST
848
Bank of Nova Scotia Trust
Ontario, Canada
$2.65M +$309K +1,750 +12%
KFBMI
849
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.64M – – –
AFA
850
Arlington Financial Advisors
California
$2.64M +$107K +608 +4%
32 33
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