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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HCA
951
Harbour Capital Advisors
Virginia
$5.8M -$51.4K -161 -0.9%
EDRH
952
Edmond de Rothschild Holding
Switzerland
$5.8M +$3.73M +11,700 +207%
CI
953
Conning Inc
Connecticut
$5.77M -$1.43M -4,469 -21%
AI
954
AXS Investments
New York
$5.75M -$483K -1,515 -8%
OA
955
Oak Associates
Ohio
$5.74M – – –
GM
956
GeoWealth Management
Illinois
$5.74M +$549K +1,719 +11%
MAS
957
Meeder Advisory Services
Ohio
$5.74M +$393K +1,232 +8%
USCWA
958
U.S. Capital Wealth Advisors
Texas
$5.73M +$1.5M +4,706 +38%
FFP
959
FourThought Financial Partners
Florida
$5.7M -$3.11M -9,733 -36%
TC
960
TwinBeech Capital
New York
$5.69M +$5.43M +17,020 New
CI
961
Cavalier Investments
Georgia
$5.69M +$214K +672 +4%
CIG
962
Cullen Investment Group
Louisiana
$5.69M -$89.4K -280 -2%
FFWA
963
FRG Family Wealth Advisors
Washington
$5.69M -$311K -975 -5%
SW
964
SteelPeak Wealth
California
$5.68M -$241K -755 -4%
WPP
965
Whalerock Point Partners
Rhode Island
$5.68M +$110K +345 +2%
GC
966
Garde Capital
Washington
$5.67M -$229K -719 -4%
CCA
967
Checchi Capital Advisers
California
$5.62M -$1.4M -4,388 -21%
SC
968
SouthState Corp
Florida
$5.6M -$36.4K -114 -0.7%
PCM
969
Parsons Capital Management
Rhode Island
$5.57M -$38.6K -121 -0.7%
PCM
970
Pinnbrook Capital Management
New York
$5.56M -$2.31M -7,227 -30%
ACM
971
Aljian Capital Management
Nevada
$5.52M +$1.03M +3,241 +24%
HWAM
972
Hennion & Walsh Asset Management
New Jersey
$5.51M +$245K +769 +5%
PSC
973
Prentiss Smith & Co
Vermont
$5.5M -$49.5K -155 -0.9%
RWM
974
RBA Wealth Management
California
$5.5M +$91K +285 +2%
FIB
975
First Interstate Bank
Montana
$5.47M -$73.7K -231 -1%
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