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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIMU
1026
Osmosis Investment Management UK
United Kingdom
$1.63M -$236K -1,343 -11%
LWP
1027
LFG Wealth Partners
Kentucky
$1.63M +$1.83M +10,397 New
BAM
1028
Boyar Asset Management
New York
$1.63M +$475K +2,702 +35%
TAM
1029
Trust Asset Management
Texas
$1.63M -$43.4K -247 -2%
JPWM
1030
Jamison Private Wealth Management
Georgia
$1.62M +$55.4K +315 +3%
TFIPS
1031
Towarzystwo Funduszy Inwestycyjnych PZU SA
$1.61M -$397K -2,259 -18%
TCIIS
1032
TIAA-CREF Individual & Institutional Services
New York
$1.61M -$250K -1,424 -12%
AFWM
1033
Arta Finance Wealth Management
California
$1.61M +$578K +3,286 +47%
KCM
1034
Kornitzer Capital Management
Kansas
$1.61M -$71.4K -406 -4%
BTI
1035
Blue Trust Inc
Georgia
$1.6M +$55.9K +318 +3%
AA
1036
Ahara Advisors
New Jersey
$1.6M +$434K +2,466 +32%
SC
1037
Stance Capital
Massachusetts
$1.59M +$1.79M +10,172 New
AWA
1038
Acumen Wealth Advisors
Tennessee
$1.59M -$1.78M -10,134 -50%
SC
1039
SouthState Corp
Florida
$1.59M -$651K -3,701 -27%
GGI
1040
GPM Growth Investors
Michigan
$1.58M -$276K -1,568 -13%
CA
1041
Cache Advisors
California
$1.58M – – –
CFFP
1042
Center for Financial Planning
Michigan
$1.57M +$102K +581 +6%
RC
1043
Roundview Capital
New Jersey
$1.57M -$70.3K -400 -4%
ACM
1044
Alight Capital Management
New York
$1.57M -$1.76M -10,000 -50%
CP
1045
Cumberland Partners
Ontario, Canada
$1.57M – – –
KA
1046
KLCM Advisors
Wisconsin
$1.56M +$331K +1,883 +23%
BPMC
1047
Buckland Partners Management Co
New York
$1.56M +$352K +2,000 +25%
NAMM
1048
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.56M -$1.76M -9,986 -50%
TRCT
1049
Tower Research Capital (TRC)
New York
$1.56M -$3.96M -22,545 -69%
OFS
1050
OMC Financial Services
New York
$1.56M -$110K -626 -6%
40 41
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