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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
951
Frank Rimerman Advisors
California
$4.68M -$198K -637 -4%
CCA
952
Checchi Capital Advisers
California
$4.65M +$162K +522 +3%
SC
953
SouthState Corp
Florida
$4.64M +$172K +552 +3%
CWP
954
Cyndeo Wealth Partners
Florida
$4.64M -$974K -3,130 -15%
HCA
955
Harbour Capital Advisors
Virginia
$4.63M +$223K +718 +4%
OHIS
956
Oak Harvest Investment Services
Texas
$4.63M +$1.3M +4,190 +32%
BFW
957
Brady Family Wealth
Missouri
$4.62M -$112K -359 -2%
OA
958
Oak Associates
Ohio
$4.61M +$311 +1 +0%
SW
959
SVB Wealth
Massachusetts
$4.58M +$250K +803 +5%
CI
960
Cavalier Investments
Georgia
$4.56M -$8.71K -28 -0.2%
EWM
961
Elite Wealth Management
Washington
$4.56M -$328K -1,053 -6%
MSA
962
MUFG Securities Americas
New York
$4.55M +$880K +2,828 +20%
ITFISA
963
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$4.55M -$1.15M -3,691 -18%
OL
964
Optas LLC
Texas
$4.53M -$1.76M -5,649 -25%
FFP
965
FourThought Financial Partners
Florida
$4.51M -$72.5K -233 -1%
AI
966
AXS Investments
New York
$4.51M -$128K -412 -2%
SCP
967
Sandhill Capital Partners
New York
$4.49M +$5.2M +16,731 New
RWM
968
RBA Wealth Management
California
$4.49M +$84.9K +273 +2%
HCM
969
Hudson Capital Management
New Jersey
$4.47M +$122K +391 +2%
FTWA
970
Fifth Third Wealth Advisors
Ohio
$4.46M +$593K +1,906 +13%
ACM
971
Aljian Capital Management
Nevada
$4.45M +$22.4K +72 +0.4%
FFWA
972
FRG Family Wealth Advisors
Washington
$4.42M -$164K -526 -3%
AG
973
AlTi Global
New York
$4.42M -$624K -2,006 -11%
PSC
974
Prentiss Smith & Co
Vermont
$4.4M -$16.8K -54 -0.3%
PAM
975
Pegasus Asset Management
New York
$4.4M +$75K +241 +1%
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