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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLCIG
876
D.L. Carlson Investment Group
New Hampshire
$4.33M -$983K -3,675 -18%
TCCM
877
Timber Creek Capital Management
Massachusetts
$4.31M +$102K +380 +2%
AWAU
878
Alliance Wealth Advisors (Utah)
Utah
$4.3M +$101K +376 +2%
KA
879
Kerrisdale Advisers
Florida
$4.28M +$987K +3,690 +28%
PSC
880
Prentiss Smith & Co
Vermont
$4.28M -$34.3K -128 -0.8%
KI
881
Keystone Investors
Singapore
$4.28M +$1.97M +7,355 +79%
NFC
882
Northeast Financial Consultants
Connecticut
$4.28M +$550K +2,055 +14%
FFA
883
Farther Finance Advisors
California
$4.28M +$1.58M +5,914 +55%
CWP
884
Cyndeo Wealth Partners
Florida
$4.27M -$345K -1,291 -7%
CCM
885
Coldstream Capital Management
Washington
$4.26M -$169K -633 -4%
CCM
886
Condor Capital Management
New Jersey
$4.25M -$21.4K -80 -0.5%
WWA
887
WCG Wealth Advisors
Nevada
$4.23M +$1.34M +5,020 +44%
DBG
888
De Burlo Group
Massachusetts
$4.22M -$1.26M -4,720 -22%
DJYG
889
David J. Yvars Group
Florida
$4.21M -$45K -168 -1%
MFG
890
Merit Financial Group
Georgia
$4.2M +$142K +532 +3%
PAM
891
Pegasus Asset Management
New York
$4.19M +$41.2K +154 +1%
I
892
INVST
Indiana
$4.18M +$389K +1,455 +10%
WPP
893
Whalerock Point Partners
Rhode Island
$4.18M +$16.1K +60 +0.4%
ZB
894
Zions Bancorporation
Utah
$4.17M -$667K -2,493 -13%
CNBT
895
Canandaigua National Bank & Trust
New York
$4.16M -$231K -863 -5%
AG
896
AlTi Global
New York
$4.15M +$927K +3,465 +27%
AAM
897
Azzad Asset Management
Virginia
$4.15M +$29.4K +110 +0.7%
MAS
898
Meeder Advisory Services
Ohio
$4.14M +$1.17M +4,362 +37%
LW
899
Linscomb Wealth
Texas
$4.13M +$41.2K +154 +1%
KFBMI
900
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.11M – – –
34 35
36
37 38