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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
826
Savant Capital
Illinois
$3.58M +$1.05M +5,075 +36%
GWM
827
Gibbs Wealth Management
Georgia
$3.57M +$2.83M +13,636 +249%
AUB
828
Atlantic Union Bankshares
Virginia
$3.56M -$4.52M -21,822 -53%
SWM
829
Selective Wealth Management
Virginia
$3.56M -$326K -1,575 -7%
GWM
830
Geneos Wealth Management
Colorado
$3.54M +$143K +691 +4%
FTWA
831
Fifth Third Wealth Advisors
Ohio
$3.52M +$329K +1,587 +9%
WPP
832
Whalerock Point Partners
Rhode Island
$3.52M +$67.3K +325 +2%
CRC
833
Curi RMB Capital
Illinois
$3.52M -$32.2M -155,305 -89%
AG
834
AlTi Global
New York
$3.52M -$42.5K -205 -1%
MWM
835
Marion Wealth Management
Pennsylvania
$3.47M +$941K +4,540 +32%
SS
836
SBI Securities
Japan
$3.46M -$134K -645 -3%
CC
837
Courier Capital
New York
$3.46M +$1.23M +5,931 +47%
RWA
838
Roberts Wealth Advisors
California
$3.43M +$128K +619 +3%
HA
839
Huntleigh Advisors
Missouri
$3.43M +$3.8M +18,353 New
AWM
840
Avior Wealth Management
Nebraska
$3.4M +$413K +1,995 +12%
BP
841
Ballentine Partners
Massachusetts
$3.39M -$585K -2,824 -13%
HWM
842
Hohimer Wealth Management
Washington
$3.39M +$2.5M +12,045 +198%
VIA
843
Vickerman Investment Advisors
Washington
$3.37M -$14.5K -70 -0.4%
RWP
844
RWA Wealth Partners
Massachusetts
$3.36M -$6.41M -30,952 -63%
EIM
845
Essex Investment Management
Massachusetts
$3.33M -$254K -1,226 -6%
MAM
846
Milestone Asset Management
Pennsylvania
$3.33M +$3.12M +15,082 +549%
TE
847
Tema ETFs
New York
$3.31M +$18.9K +91 +0.5%
SP
848
Sherman Porfolios
Idaho
$3.3M +$3.66M +17,677 New
AFA
849
Arlington Financial Advisors
California
$3.29M +$345K +1,664 +10%
ECM
850
Element Capital Management
New York
$3.27M +$3.63M +17,500 New
32 33
34
35 36