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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
926
Meyer Handelman Company
New York
$2.75M -$2.8M -13,506 -48%
SAM
927
Shikiar Asset Management
New York
$2.75M -$3.16M -15,260 -51%
WWM
928
Western Wealth Management
Colorado
$2.74M +$994K +4,799 +49%
OIA
929
OneDigital Investment Advisors
Kansas
$2.73M -$581K -2,803 -16%
WHG
930
Westwood Holdings Group
Texas
$2.73M -$40.5M -195,264 -93%
SIC
931
SFE Investment Counsel
California
$2.72M -$580K -2,801 -16%
RWB
932
RMR Wealth Builders
New Jersey
$2.72M +$841K +4,061 +39%
CM
933
Corvex Management
New York
$2.71M – – –
PWM
934
Palumbo Wealth Management
New York
$2.69M +$371K +1,789 +14%
DWT
935
Dorsey & Whitney Trust
South Dakota
$2.67M -$1.76M -8,483 -37%
TCOT
936
Trust Company of Toledo
Ohio
$2.64M -$58.8K -284 -2%
AG
937
Advocate Group
Minnesota
$2.63M +$272K +1,314 +10%
CM
938
Capula Management
Cayman Islands
$2.62M +$2.59M +12,508 +809%
CIA
939
CCM Investment Advisers
South Carolina
$2.62M -$553K -2,667 -16%
NIM
940
Nicollet Investment Management
Minnesota
$2.62M -$77.1K -372 -3%
LJHT
941
Laurie J. Hall Trustee
$2.61M +$81.8K +395 +3%
NP
942
NorthRock Partners
Minnesota
$2.6M +$427K +2,059 +17%
RMC
943
Resources Management Corp
Connecticut
$2.6M +$340K +1,639 +13%
AFG
944
Atomi Financial Group
New York
$2.59M -$813K -3,926 -22%
1WA
945
180 Wealth Advisors
Washington
$2.58M +$566K +2,730 +25%
SC
946
SouthState Corp
Florida
$2.58M -$372K -1,797 -12%
SCM
947
Sterling Capital Management
North Carolina
$2.58M -$383K -1,849 -12%
CT
948
Caldwell Trust
Florida
$2.57M -$165K -795 -5%
SLFPAM
949
St. Louis Financial Planners Asset Management
Missouri
$2.57M +$600K +2,895 +27%
CPC
950
CFC Planning Company
Indiana
$2.56M +$521K +2,516 +22%
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