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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGIM
1076
Capital Group Investment Management
Singapore
$4.22M -$343K -1,075 -8%
OCA
1077
Otter Creek Advisors
Florida
$4.19M +$4M +12,525 New
QI
1078
Qtron Investments
Massachusetts
$4.18M -$193K -604 -5%
AMCA
1079
Arthur M. Cohen & Associates
Illinois
$4.18M – – –
HCA
1080
Harbor Capital Advisors
Illinois
$4.18M -$254K -797 -6%
GJWM
1081
Gilliland Jeter Wealth Management
Arkansas
$4.17M -$109K -341 -3%
GI
1082
GAMMA Investing
California
$4.16M +$674K +2,113 +20%
IBOK
1083
Independence Bank of Kentucky
Kentucky
$4.16M -$100K -314 -2%
TPA
1084
Trivium Point Advisory
Connecticut
$4.14M +$309K +967 +8%
KLWA
1085
Kelly Lawrence W & Associates
California
$4.09M +$28.7K +90 +0.7%
AJ
1086
Ashburton (Jersey)
Jersey
$4.08M +$3.9M +12,214 New
RWM
1087
Rockline Wealth Management
New York
$4.08M +$96.7K +303 +3%
TPW
1088
Transatlantique Private Wealth
New York
$4.08M -$227K -712 -6%
RA
1089
RFG Advisory
Alabama
$4.06M +$448K +1,405 +13%
PCH
1090
PGIM Custom Harvest
New Jersey
$4.06M -$24.9K -78 -0.6%
HW
1091
Hancock Whitney
Mississippi
$4.03M +$402K +1,260 +12%
FWM
1092
Finer Wealth Management
Massachusetts
$4.03M +$4.79K +15 +0.1%
SAM
1093
Silvercrest Asset Management
New York
$4.02M +$3.28M +10,269 +585%
HIA
1094
Harbor Investment Advisory
Maryland
$4.01M -$115K -359 -1%
GCM
1095
Gunderson Capital Management
South Carolina
$4.01M +$3.83M +11,992 New
NHT
1096
New Hampshire Trust
New Hampshire
$4M +$57.1K +179 +2%
FCP
1097
Fidelis Capital Partners
Florida
$3.99M +$459K +1,437 +14%
SWM
1098
SeaCrest Wealth Management
New York
$3.98M +$89.4K +280 +2%
P
1099
Pitcairn
Pennsylvania
$3.98M +$62.9K +197 +2%
OM
1100
OV Management
Minnesota
$3.95M +$212K +665 +6%
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