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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
851
Triangle Securities Wealth Management
North Carolina
$1.38M -$1.72K -10 -0.1%
WHG
852
Westwood Holdings Group
Texas
$1.37M +$1.63M +9,528 New
WA
853
Winfield Associates
Ohio
$1.36M -$132K -767 -8%
V
854
VeraBank
Texas
$1.35M +$210K +1,225 +15%
AMCA
855
Arthur M. Cohen & Associates
Illinois
$1.35M -$1.53M -8,920 -89%
WKWM
856
Walter & Keenan Wealth Management
Indiana
$1.35M +$186K +1,086 New
MGWM
857
Marks Group Wealth Management
Minnesota
$1.34M +$67.7K +395 +4%
B
858
Barings
North Carolina
$1.34M +$646K +3,770 +68%
CGL
859
Clarius Group LLC
Washington
$1.34M +$224K +1,307 +16%
SS
860
Sunbelt Securities
Texas
$1.33M -$1.45M -8,441 -48%
WPP
861
Whalerock Point Partners
Rhode Island
$1.32M +$269K +1,570 +21%
SGI
862
Summit Global Investments
Utah
$1.32M +$1.57M +9,165 New
LFA
863
Lighthouse Financial Advisors
Maryland
$1.32M -$51.8K -302 -3%
VAS
864
Vestmark Advisory Solutions
Massachusetts
$1.3M +$1.55M +9,061 New
S
865
SignatureFD
Georgia
$1.3M +$529K +3,083 +52%
IB
866
Intrust Bank
Kansas
$1.3M +$18.3K +107 +1%
ACM
867
Alpha Capital Management
Texas
$1.3M +$77.5K +452 +5%
AWM
868
Avior Wealth Management
Nebraska
$1.29M +$720K +4,201 +75%
NFG
869
Nations Financial Group
Iowa
$1.29M +$39.4K +230 +3%
CAL
870
Capital Analysts LLC
Pennsylvania
$1.28M -$18.3K -107 -1%
DC
871
Davenport & Co
Virginia
$1.28M -$17.3K -101 -1%
IWM
872
IHT Wealth Management
Illinois
$1.28M +$11K +64 +0.7%
TIA
873
Tiemann Investment Advisors
California
$1.27M +$12.9K +75 +0.9%
IIM
874
Intact Investment Management
Quebec, Canada
$1.27M – – –
JSL
875
JT Stratford LLC
Georgia
$1.26M -$243K -1,420 -14%
33 34
35
36 37