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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
851
Avior Wealth Management
Nebraska
$4.8M +$99.1K +438 +2%
OA
852
Oak Associates
Ohio
$4.79M -$204K -900 -5%
SIA
853
SeaBridge Investment Advisors
New Jersey
$4.78M +$9.28K +41 +0.2%
CG
854
Caprock Group
Idaho
$4.78M +$300K +1,327 +8%
S
855
SignatureFD
Georgia
$4.77M +$266K +1,176 +7%
FIB
856
First Interstate Bank
Montana
$4.76M -$161K -712 -4%
TCCM
857
Timber Creek Capital Management
Massachusetts
$4.75M -$9.96K -44 -0.2%
NIM
858
NEOS Investment Management
Connecticut
$4.74M +$678K +2,996 +20%
CNBT
859
Canandaigua National Bank & Trust
New York
$4.74M +$308K +1,360 +8%
LI
860
Louisbourg Investments
New Brunswick, Canada
$4.73M +$4.91M +21,709 New
VA
861
Vident Advisory
Georgia
$4.71M +$1.37M +6,033 +51%
BCM
862
Beck Capital Management
Texas
$4.71M +$1.05M +4,645 +35%
WIC
863
Woodmont Investment Counsel
Tennessee
$4.7M -$18.3K -81 -0.5%
BF
864
BOK Financial
Oklahoma
$4.7M -$174K -768 -4%
SC
865
SouthState Corp
Florida
$4.69M -$33.5K -148 -0.8%
AI
866
Aperture Investors
New York
$4.68M +$357K +1,576 +10%
JAM
867
Jupiter Asset Management
United Kingdom
$4.65M -$16.6M -73,483 -81%
RWP
868
RWA Wealth Partners
Massachusetts
$4.64M +$3.48M +15,369 +674%
NP
869
NorthRock Partners
Minnesota
$4.63M +$1.82M +8,024 +84%
KFP
870
KMG Fiduciary Partners
Ohio
$4.63M +$95.1K +420 +2%
CWM
871
Cabot Wealth Management
Massachusetts
$4.6M -$94.1K -416 -2%
I
872
INVST
Indiana
$4.57M -$117K -518 -3%
PSC
873
Prentiss Smith & Co
Vermont
$4.52M -$146K -643 -4%
ALAM
874
Asahi Life Asset Management
Japan
$4.51M -$3.49M -15,434 -47%
HCA
875
Harbour Capital Advisors
Virginia
$4.5M +$453 +2 +0%
33 34
35
36 37