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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWA
1151
FOCUS Wealth Advisors
Texas
$2.25M -$16.4K -64 -0.8%
COCM
1152
Charter Oak Capital Management
New Hampshire
$2.24M +$7.43K +29 +0.4%
NB
1153
Nicolet Bankshares
Wisconsin
$2.22M -$32.5K -127 -2%
AWMT
1154
AAFMAA Wealth Management & Trust
North Carolina
$2.22M +$47.6K +186 +2%
CRIG
1155
Charter Research & Investment Group
Connecticut
$2.22M -$1.28K -5 -0.1%
MS
1156
Mizuho Securities
Japan
$2.21M -$489K -1,910 -19%
DC
1157
DeDora Capital
California
$2.21M +$99.1K +387 +5%
SFM
1158
Signet Financial Management
New Jersey
$2.21M +$563K +2,197 +37%
SFP
1159
Shepherd Financial Partners
Massachusetts
$2.2M +$32.5K +127 +2%
NCM
1160
Nelson Capital Management
California
$2.2M +$217K +846 +12%
GL
1161
Graypoint LLC
New York
$2.2M -$491K -1,915 -19%
PWM
1162
Power Wealth Management
Georgia
$2.2M +$232K +904 +13%
NL
1163
Navalign LLC
California
$2.19M +$20.7K +81 +1%
UWS
1164
Unique Wealth Strategies
Illinois
$2.19M +$1.05M +4,101 +105%
SACTSONJ
1165
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.19M – – –
IA
1166
IFP Advisors
Florida
$2.19M -$48.9K -191 -2%
TW
1167
TrinityPoint Wealth
Connecticut
$2.17M +$109K +424 +6%
SDIC
1168
South Dakota Investment Council
South Dakota
$2.17M – – –
PIM
1169
Penobscot Investment Management
Massachusetts
$2.17M +$34.3K +134 +2%
SIG
1170
Stonegate Investment Group
Alabama
$2.16M +$3.59K +14 +0.2%
BSB
1171
Bangor Savings Bank
Maine
$2.16M -$51.2K -200 -2%
CFCI
1172
Comprehensive Financial Consultants Institutional
Indiana
$2.15M +$28.9K +113 +1%
CCM
1173
Cinctive Capital Management
New York
$2.15M +$2.02M +7,868 New
TFGT
1174
TS Financial Group (TSFG)
Illinois
$2.14M -$234K -914 -10%
AFG
1175
Albion Financial Group
Utah
$2.14M -$7.94K -31 -0.4%
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