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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
926
Nicollet Investment Management
Minnesota
$3.87M +$4.02M +15,042 New
AFA
927
Arlington Financial Advisors
California
$3.86M -$24.6K -92 -0.6%
IRAG
928
Investment Research & Advisory Group
Georgia
$3.82M +$8.03K +30 +0.2%
TCOT
929
Trust Company of Toledo
Ohio
$3.81M +$138K +516 +4%
KWA
930
Kingswood Wealth Advisors
California
$3.8M +$163K +608 +4%
JGUA
931
John G. Ullman & Associates
New York
$3.78M +$3.93M +14,700 New
AI
932
Aperture Investors
New York
$3.76M – – –
NB
933
NBT Bank
New York
$3.75M +$127K +473 +3%
LCM
934
Landscape Capital Management
New Jersey
$3.73M +$1.96M +7,312 +102%
BHA
935
Beech Hill Advisors
New York
$3.7M +$504K +1,885 +15%
CAM
936
Cozad Asset Management
Illinois
$3.69M +$102K +383 +3%
TW
937
TritonPoint Wealth
Maryland
$3.68M +$3.42M +12,778 +840%
MPPLM
938
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$3.65M +$212K +794 +6%
TPW
939
Transatlantique Private Wealth
New York
$3.65M +$83.8K +313 +2%
BHWM
940
Bar Harbor Wealth Management
New Hampshire
$3.65M +$28.1K +105 +0.7%
DAS
941
Diversify Advisory Services
Utah
$3.65M -$1.84M -6,883 -32%
KHLMTHM
942
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$3.64M – – –
MA
943
Modus Advisors
Minnesota
$3.61M +$389K +1,455 +12%
GRP
944
Global Retirement Partners
California
$3.61M +$1.4M +5,235 +60%
KIA
945
KCM Investment Advisors
California
$3.6M -$388K -1,450 -9%
SAM
946
Synergy Asset Management
Washington
$3.6M +$777K +2,902 +26%
SF
947
Symphony Financial
Texas
$3.59M +$969K +3,621 +34%
DT
948
Diversified Trust
Tennessee
$3.54M +$962K +3,594 +35%
WR
949
WD Rutherford
Oregon
$3.52M -$94.2K -352 -3%
WBC
950
Westpac Banking Corp
Australia
$3.51M +$1.4M +5,215 +62%
36 37
38
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