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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
876
Consolidated Investment Group
Colorado
$5.12M – – –
SC
877
Sawyer & Company
Massachusetts
$5.11M -$30.1K -121 -0.6%
SS
878
SBI Securities
Japan
$5.08M +$420K +1,690 +10%
DWM
879
Diversify Wealth Management
Utah
$5.07M -$2.41M -9,716 -32%
TCCM
880
Timber Creek Capital Management
Massachusetts
$5.06M +$288K +1,159 +6%
EIM
881
Essex Investment Management
Massachusetts
$5.05M -$85K -342 -2%
AG
882
AlTi Global
New York
$5.05M +$60.4K +243 +1%
WPC
883
Wedmont Private Capital
Pennsylvania
$5.05M +$886K +3,565 +23%
QOP
884
Quinn Opportunity Partners
Virginia
$5.03M – – –
ZBNA
885
Zions Bancorporation, National Association
Utah
$5.02M -$46.7K -188 -1%
SAM
886
Smithbridge Asset Management
Pennsylvania
$5.01M -$31.8K -128 -0.7%
EPW
887
Evolve Private Wealth
California
$4.98M +$4.67M +18,786 New
GIC
888
Generali Investments CEE
Czech Republic
$4.96M +$797K +3,207 +21%
SWM
889
Selective Wealth Management
Virginia
$4.95M -$198K -798 -4%
VI
890
Vestcor Inc
New Brunswick, Canada
$4.95M – – –
JF
891
Jericho Financial
Ohio
$4.94M +$3.48K +14 +0.1%
AC
892
Asio Capital
Kentucky
$4.93M +$92.9K +374 +2%
WPP
893
Whalerock Point Partners
Rhode Island
$4.91M -$127K -510 -3%
PWP
894
Private Wealth Partners
California
$4.87M -$321K -1,290 -7%
GWM
895
Geneos Wealth Management
Colorado
$4.84M +$228K +919 +5%
SF
896
Summit Financial
New Jersey
$4.82M -$1.83M -7,381 -29%
ISB
897
Iowa State Bank
Iowa
$4.82M -$312K -1,255 -6%
VIA
898
Vickerman Investment Advisors
Washington
$4.8M -$27.1K -109 -0.6%
VA
899
VestGen Advisors
Illinois
$4.72M +$138K +556 +3%
RWA
900
Roberts Wealth Advisors
California
$4.71M +$251K +1,011 +6%
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