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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
851
INVST
Indiana
$2.29M +$17.3K +102 +0.7%
BC
852
Brookfield Corp
Ontario, Canada
$2.29M -$3.46M -20,383 -56%
PWP
853
Private Wealth Partners
California
$2.29M +$32.6K +192 +1%
AAM
854
Advisors Asset Management
Colorado
$2.29M -$325K -1,916 -11%
TCOT
855
Trust Company of Toledo
Ohio
$2.27M -$157K -927 -6%
PCOC
856
Power Corp of Canada
Canada
$2.26M +$402K +2,368 +18%
APA
857
American Portfolios Advisors
New York
$2.26M -$7.46K -44 -0.3%
QP
858
Quilter Plc
United Kingdom
$2.25M -$51.2K -302 -2%
SAI
859
Systematic Alpha Investments
New Jersey
$2.25M – – –
BHA
860
Beech Hill Advisors
New York
$2.24M -$848 -5 -0%
AFA
861
Arlington Financial Advisors
California
$2.24M -$74.6K -440 -3%
CWM
862
Cabot Wealth Management
Massachusetts
$2.23M -$253K -1,494 -9%
NB
863
NBT Bank
New York
$2.23M +$34.3K +202 +1%
CG
864
Caprock Group
Idaho
$2.22M -$50.9K -300 -2%
SC
865
Scholtz & Company
Connecticut
$2.21M -$2.13M -12,536 -47%
WR
866
WD Rutherford
Oregon
$2.2M -$42.4K -250 -2%
SWA
867
SFMG Wealth Advisors
Texas
$2.2M +$422K +2,486 +19%
GWM
868
Geneos Wealth Management
Colorado
$2.19M +$2.35M +13,861 +993%
FTDI
869
First Trust Direct Indexing
Massachusetts
$2.19M -$219K -1,289 -8%
MIFH
870
Migdal Insurance & Financial Holdings
Israel
$2.18M +$1.26M +7,403 +101%
SAM
871
Sompo Asset Management
Japan
$2.18M +$463K +2,730 +22%
DBT
872
Dubuque Bank & Trust
Iowa
$2.16M -$196K -1,154 -7%
PI
873
PFS Investments
Georgia
$2.16M +$187K +1,103 +8%
CGL
874
Clarius Group LLC
Washington
$2.16M +$46K +271 +2%
TCCM
875
Timber Creek Capital Management
Massachusetts
$2.15M +$2.54M +14,970 New
33 34
35
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