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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
901
Atomi Financial Group
New York
$4.71M +$33.5K +135 +0.8%
FNT
902
First National Trust
Pennsylvania
$4.68M -$1.72M -6,936 -28%
RWM
903
RBA Wealth Management
California
$4.68M +$53.2K +214 +1%
TE
904
Tema ETFs
New York
$4.68M -$12.9K -52 -0.3%
COI
905
Connable Office Inc
Michigan
$4.67M +$2.05M +8,243 +88%
PAM
906
Pegasus Asset Management
New York
$4.64M +$124K +499 +3%
BHB
907
Bank Hapoalim BM
Israel
$4.64M -$102K -412 -2%
ITFISA
908
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.63M +$606K +2,440 +16%
IWC
909
Integrated Wealth Concepts
Massachusetts
$4.63M -$1.46M -5,880 -25%
PCM
910
Prana Capital Management
Connecticut
$4.62M +$3.22M +12,956 +288%
OIA
911
OneDigital Investment Advisors
Kansas
$4.62M +$1.1M +4,425 +34%
KA
912
Kovack Advisors
Florida
$4.61M +$1.26M +5,056 +41%
ZCI
913
Zevenbergen Capital Investments
Washington
$4.61M – – –
SIC
914
SFE Investment Counsel
California
$4.61M +$1.96M +7,871 +83%
LW
915
Linscomb Wealth
Texas
$4.6M +$42.7K +172 +1%
DAS
916
Dynamic Advisor Solutions
Arizona
$4.6M -$528K -2,126 -11%
FTWA
917
Fifth Third Wealth Advisors
Ohio
$4.58M -$117K -471 -3%
OL
918
Optas LLC
Texas
$4.57M +$270K +1,086 +7%
ITC
919
Inspire Trust Company
Nevada
$4.51M +$475K +1,913 +13%
PCIG
920
Partners Capital Investment Group
Massachusetts
$4.48M +$952K +3,832 +29%
DT
921
Diversified Trust
Tennessee
$4.48M -$657K -2,645 -14%
SWP
922
Sagespring Wealth Partners
Tennessee
$4.47M +$256K +1,030 +7%
JRPIM
923
Journey Retirement Planning & Investment Management
Idaho
$4.47M +$4.19M +16,864 New
SAM
924
Smartleaf Asset Management
Massachusetts
$4.47M +$1.8M +7,252 +76%
CIA
925
CCM Investment Advisers
South Carolina
$4.43M -$899K -3,619 -18%
35 36
37
38 39