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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFA
1076
Wipfli Financial Advisors
Wisconsin
$1.18M +$1.39M +8,201 New
MFG
1077
MidWestOne Financial Group
Iowa
$1.18M +$12.9K +76 +0.9%
MGIA
1078
Moneta Group Investment Advisors
Missouri
$1.17M -$154K -909 -10%
SS
1079
Simplicity Solutions
Minnesota
$1.17M +$318K +1,875 +30%
CCG
1080
Coastwise Capital Group
California
$1.17M -$23.7K -140 -2%
HJMC
1081
Hellman Jordan Management Company
Massachusetts
$1.17M +$297K +1,751 +27%
WWM
1082
Western Wealth Management
Colorado
$1.17M +$559K +3,298 +68%
RHBC
1083
R.H. Bluestein & Co
Michigan
$1.16M +$327K +1,926 +31%
FFA
1084
First Foundation Advisors
California
$1.16M -$1.88M -11,060 -58%
FIM
1085
Freedom Investment Management
Connecticut
$1.16M +$232K +1,366 +20%
SYBT
1086
Stock Yards Bank & Trust
Kentucky
$1.16M -$78.8K -465 -5%
B
1087
Bailard
California
$1.16M -$8.82K -52 -0.6%
SACTSONJ
1088
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.15M – – –
LAM
1089
Lynch Asset Management
Pennsylvania
$1.15M +$509K +3,000 +60%
JCM
1090
Jacobi Capital Management
Pennsylvania
$1.15M +$70.9K +418 +6%
WBC
1091
West Branch Capital
Massachusetts
$1.14M +$9.66K +57 +0.7%
CRIG
1092
Charter Research & Investment Group
Connecticut
$1.14M -$52.6K -310 -4%
BMCM
1093
Bryn Mawr Capital Management
Pennsylvania
$1.14M +$17K +100 +1%
RSWM
1094
Robertson Stephens Wealth Management
California
$1.14M -$9.5K -56 -0.7%
CI
1095
CAZ Investments
Texas
$1.14M – – –
NL
1096
Navalign LLC
California
$1.14M +$153K +902 +13%
1WA
1097
180 Wealth Advisors
Washington
$1.13M -$206K -1,213 -13%
VHAM
1098
Van Hulzen Asset Management
California
$1.13M -$51K -301 -4%
GG
1099
Golden Green
South Carolina
$1.13M +$360K +2,126 +37%
NAMP
1100
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.13M -$89.9K -530 -6%
42 43
44
45 46