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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1051
Vision Capital Management
Oregon
$2.35M +$63.5K +226 +3%
JWBC
1052
J.W. Burns & Co
New York
$2.34M +$93.8K +334 +4%
SWM
1053
Segment Wealth Management
Texas
$2.33M +$163K +581 +7%
QPW
1054
Quantum Private Wealth
Florida
$2.33M +$2.57M +9,152 New
NFC
1055
Northeast Financial Consultants
Connecticut
$2.32M +$229K +814 +10%
LSA
1056
L & S Advisors
California
$2.31M -$7.28M -25,899 -74%
RDWM
1057
Red Door Wealth Management
Tennessee
$2.3M +$233K +831 +10%
V
1058
VeraBank
Texas
$2.3M +$12.6K +45 +0.5%
MGIA
1059
Moneta Group Investment Advisors
Missouri
$2.29M +$57K +203 +2%
VFM
1060
Viking Fund Management
North Dakota
$2.29M – – –
CCG
1061
Ceeto Capital Group
Florida
$2.29M +$28.1K +100 +1%
AFP
1062
Ausdal Financial Partners
Iowa
$2.29M -$153K -543 -6%
MS
1063
Maven Securities
Jersey
$2.28M +$1.76M +6,262 +230%
TIA
1064
Tiemann Investment Advisors
California
$2.28M -$12.6K -45 -0.5%
CIA
1065
Cohen Investment Advisors
New Hampshire
$2.28M -$4.78K -17 -0.2%
BWM
1066
BNC Wealth Management
Oregon
$2.27M +$261K +929 +12%
BO
1067
Bank OZK
Arkansas
$2.27M -$16.6K -59 -0.7%
MFW
1068
Meristem Family Wealth
Minnesota
$2.26M +$72.5K +258 +3%
NB
1069
Nicolet Bankshares
Wisconsin
$2.25M +$239K +852 +11%
TAM
1070
Trust Asset Management
Texas
$2.25M – – –
CWMU
1071
Caliber Wealth Management (Utah)
Utah
$2.24M +$541K +1,927 +25%
PMG
1072
ProVise Management Group
Florida
$2.23M -$133K -475 -5%
SAM
1073
Sompo Asset Management
Japan
$2.23M +$239K +850 +11%
WI
1074
WrapManager Inc
California
$2.23M -$6.18K -22 -0.3%
FHA
1075
Flagship Harbor Advisors
Massachusetts
$2.22M +$112K +398 +5%
41 42
43
44 45