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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1151
FOCUS Wealth Advisors
Texas
$2.13M +$215K +804 +11%
OGF
1152
Orin Green Financial
California
$2.13M +$2.21M +8,270 New
ECG
1153
Edge Capital Group
Georgia
$2.12M +$42.3K +158 +2%
NB
1154
Nicolet Bankshares
Wisconsin
$2.12M -$76.3K -285 -3%
TWM
1155
Thrive Wealth Management
Pennsylvania
$2.12M -$121K -454 -5%
AL
1156
Aspiriant LLC
California
$2.11M -$612K -2,287 -22%
IA
1157
IFP Advisors
Florida
$2.1M +$530K +1,982 +32%
CNC
1158
Citizens & Northern Corp
Pennsylvania
$2.1M -$67.4K -252 -3%
COCM
1159
Charter Oak Capital Management
New Hampshire
$2.09M -$240K -897 -10%
WIA
1160
World Investment Advisors
California
$2.09M +$2.17M +8,122 New
CWAF
1161
Core Wealth Advisors (Florida)
Florida
$2.09M -$271K -1,011 -11%
CRIG
1162
Charter Research & Investment Group
Connecticut
$2.08M +$314K +1,175 +17%
BSB
1163
Bangor Savings Bank
Maine
$2.08M -$17.4K -65 -0.8%
SI
1164
Shaker Investments
Ohio
$2.08M -$8.03K -30 -0.4%
WMP
1165
Wealth Management Partners
Arizona
$2.07M +$35.3K +132 +2%
NW
1166
Naviter Wealth
Arkansas
$2.06M +$254K +951 +13%
BIG
1167
Brooklyn Investment Group
New York
$2.06M – – –
CIA
1168
Cohen Investment Advisors
New Hampshire
$2.06M -$120K -447 -4%
CRI
1169
Colonial River Investments
Virginia
$2.06M +$1.83M +6,845 +592%
SACTSONJ
1170
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.06M – – –
PCS
1171
Personal CFO Solutions
New Jersey
$2.05M -$55.1K -206 -3%
MYLI
1172
Meiji Yasuda Life Insurance
Japan
$2.05M -$8.45M -31,563 -80%
NL
1173
Navalign LLC
California
$2.04M +$76K +284 +4%
TPCW
1174
TD Private Client Wealth
New York
$2.04M -$806K -3,011 -28%
AWMT
1175
AAFMAA Wealth Management & Trust
North Carolina
$2.04M +$348K +1,301 +20%
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