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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
926
Independent Financial Group
California
$4.94M +$132K +492 +3%
LA
927
LM Advisors
California
$4.94M +$140K +522 +3%
TAL
928
TIG Advisors LLC
New York
$4.93M +$4.83M +18,084 New
PC
929
Promethos Capital
Massachusetts
$4.93M – – –
CT
930
Caldwell Trust
Florida
$4.92M -$44.4K -166 -0.9%
FTWA
931
Fifth Third Wealth Advisors
Ohio
$4.9M +$362K +1,353 +8%
HCA
932
Harbour Capital Advisors
Virginia
$4.89M +$8.02K +30 +0.2%
JF
933
Jericho Financial
Ohio
$4.88M -$22.2K -83 -0.5%
OHIS
934
Oak Harvest Investment Services
Texas
$4.88M +$176K +660 +4%
FMI
935
F/M Investments
District of Columbia
$4.88M +$23.5K +88 +0.5%
AG
936
AlTi Global
New York
$4.86M +$373K +1,396 +8%
HBT
937
Hills Bank & Trust
Iowa
$4.84M -$30.7K -115 -0.6%
NP
938
NorthRock Partners
Minnesota
$4.8M -$914K -3,419 -16%
CA
939
Cullinan Associates
Kentucky
$4.8M -$333K -1,246 -7%
CRB
940
Chad R. Baker
$4.78M – – –
PA
941
Proem Advisors
Texas
$4.77M +$4.68M +17,500 New
DWT
942
Dorsey & Whitney Trust
South Dakota
$4.76M -$163K -609 -3%
NNPTE
943
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$4.75M -$442K -1,654 -9%
ZCI
944
Zevenbergen Capital Investments
Washington
$4.74M -$1.52M -5,700 -25%
OCA
945
Otter Creek Advisors
Florida
$4.72M +$1.5M +5,600 +48%
HCM
946
Hudson Capital Management
New Jersey
$4.69M +$151K +563 +3%
SC
947
SouthState Corp
Florida
$4.69M -$29.1K -109 -0.6%
BFW
948
Brady Family Wealth
Missouri
$4.68M -$13.1K -49 -0.3%
FFP
949
FourThought Financial Partners
Florida
$4.67M +$89.8K +336 +2%
MAS
950
Meeder Advisory Services
Ohio
$4.67M -$186K -695 -4%
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