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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1026
AlTi Global
New York
$3.8M +$968K +3,356 +36%
HIP
1027
Harrell Investment Partners
Texas
$3.8M -$228K -789 -6%
MA
1028
Modus Advisors
Minnesota
$3.8M +$122K +424 +3%
WAS
1029
Winch Advisory Services
Wisconsin
$3.78M +$4.62K +16 +0.1%
BHA
1030
Beech Hill Advisors
New York
$3.77M -$24.5K -85 -0.7%
NS
1031
NBC Securities
Alabama
$3.73M +$98.1K +340 +3%
GSC
1032
Grey Street Capital
Illinois
$3.73M +$1.58M +5,467 +79%
PCM
1033
Prelude Capital Management
New York
$3.72M +$2.29M +7,943 +180%
TA
1034
TKG Advisors
Indiana
$3.7M -$411K -1,425 -10%
CA
1035
CGN Advisors
Kansas
$3.69M +$38.7K +134 +1%
LS
1036
Livforsakringsbolaget Skandia
Sweden
$3.68M – – –
GCM
1037
Glynn Capital Management
California
$3.67M – – –
FWM
1038
Finer Wealth Management
Massachusetts
$3.67M +$225K +781 +7%
LGF
1039
LGT Group Foundation
Liechtenstein
$3.67M -$4M -13,854 -53%
COI
1040
Connable Office Inc
Michigan
$3.66M -$122K -423 -3%
SWM
1041
SeaCrest Wealth Management
New York
$3.66M -$82.5K -286 -2%
MOS
1042
MGO One Seven
Ohio
$3.66M -$205K -711 -6%
RC
1043
Roundview Capital
New Jersey
$3.64M -$2.31K -8 -0.1%
SLI
1044
Sumitomo Life Insurance
Japan
$3.62M -$132K -457 -4%
ADL
1045
Asset Dedication LLC
California
$3.61M -$635K -2,200 -16%
CT
1046
Clearstead Trust
Maine
$3.59M -$577 -2 -0%
BDL
1047
Bey-Douglas LLC
Georgia
$3.59M +$1.77M +6,141 +107%
PCH
1048
PGIM Custom Harvest
New Jersey
$3.58M +$241K +836 +8%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$3.57M +$522K +1,810 +18%
CWMU
1050
Caliber Wealth Management (Utah)
Utah
$3.57M -$88.6K -307 -3%
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