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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1026
Jacobi Capital Management
Pennsylvania
$1.67M -$127K -721 -6%
PDL
1027
Portfolio Design Labs
California
$1.66M +$174K +989 +10%
BFS
1028
Bradley Foster & Sargent
Connecticut
$1.65M -$1.07M -6,062 -37%
QCG
1029
Quadrant Capital Group
Ohio
$1.64M -$4.38M -24,892 -70%
IWM
1030
IHT Wealth Management
Illinois
$1.64M -$518K -2,944 -22%
WIM
1031
Westside Investment Management
California
$1.64M +$161K +915 +10%
OIMU
1032
Osmosis Investment Management UK
United Kingdom
$1.63M -$236K -1,343 -11%
LWP
1033
LFG Wealth Partners
Kentucky
$1.63M +$1.83M +10,397 New
BAM
1034
Boyar Asset Management
New York
$1.63M +$475K +2,702 +35%
TAM
1035
Trust Asset Management
Texas
$1.63M -$43.4K -247 -2%
JPWM
1036
Jamison Private Wealth Management
Georgia
$1.62M +$55.4K +315 +3%
TFIPS
1037
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.61M -$397K -2,259 -18%
TCIIS
1038
TIAA-CREF Individual & Institutional Services
New York
$1.61M -$250K -1,424 -12%
AFWM
1039
Arta Finance Wealth Management
California
$1.61M +$578K +3,286 +47%
KCM
1040
Kornitzer Capital Management
Kansas
$1.61M -$71.4K -406 -4%
BTI
1041
Blue Trust Inc
Georgia
$1.6M +$55.9K +318 +3%
AA
1042
Ahara Advisors
New Jersey
$1.6M +$434K +2,466 +32%
SC
1043
Stance Capital
Massachusetts
$1.59M +$1.79M +10,172 New
AWA
1044
Acumen Wealth Advisors
Tennessee
$1.59M -$1.78M -10,134 -50%
SC
1045
SouthState Corp
Florida
$1.59M -$651K -3,701 -27%
GGI
1046
GPM Growth Investors
Michigan
$1.58M -$276K -1,568 -13%
CA
1047
Cache Advisors
California
$1.58M – – –
CFFP
1048
Center for Financial Planning
Michigan
$1.57M +$102K +581 +6%
RC
1049
Roundview Capital
New Jersey
$1.57M -$70.3K -400 -4%
ACM
1050
Alight Capital Management
New York
$1.57M -$1.76M -10,000 -50%
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