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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
1176
Naviter Wealth
Arkansas
$1.46M +$55.5K +268 +4%
TFS
1177
Thoroughbred Financial Services
Tennessee
$1.45M -$254K -1,226 -14%
AA
1178
Ahara Advisors
New Jersey
$1.45M +$258K +1,246 +19%
SAG
1179
SageView Advisory Group
California
$1.45M -$67.3K -325 -4%
KTM
1180
Keeler Thomas Management
Utah
$1.44M +$1.6M +7,721 New
BIA
1181
Beacon Investment Advisors
Maryland
$1.44M +$520K +2,511 +48%
BAM
1182
Boyar Asset Management
New York
$1.44M +$1.59M +7,694 New
WIM
1183
Wiregrass Investment Management
Georgia
$1.43M +$648K +3,129 +69%
IB
1184
Intrust Bank
Kansas
$1.43M +$158K +761 +11%
TCWA
1185
Turtle Creek Wealth Advisors
Texas
$1.43M +$230K +1,112 +17%
IAN
1186
Integrated Advisors Network
Texas
$1.43M -$789K -3,810 -33%
AOWM
1187
Asset One Wealth Management
Washington
$1.43M -$1.42M -6,842 -47%
BMCM
1188
Bryn Mawr Capital Management
Pennsylvania
$1.42M -$33.1K -160 -2%
LFG
1189
Larson Financial Group
Missouri
$1.42M +$263K +1,267 +20%
PA
1190
Procyon Advisors
Connecticut
$1.41M +$34.6K +167 +2%
FAM
1191
Fulcrum Asset Management
United Kingdom
$1.41M +$186K +900 +13%
AB
1192
Atlas Brown
Kentucky
$1.4M +$24.4K +118 +2%
CF
1193
Convergence Financial
Missouri
$1.4M -$12.6K -61 -0.8%
AWM
1194
Axxcess Wealth Management
California
$1.4M -$318K -1,535 -17%
KTC
1195
Kentucky Trust Company
Kentucky
$1.4M +$20.1K +97 +1%
GDCM
1196
Galaxy Digital Capital Management
New York
$1.4M +$1.55M +7,475 New
DBG
1197
De Burlo Group
Massachusetts
$1.39M -$135K -650 -8%
GAB
1198
German American Bancorp
Indiana
$1.39M +$1.54M +7,455 New
EWM
1199
Elmwood Wealth Management
California
$1.39M -$28.6K -138 -2%
OL
1200
Odyssean LLC
Connecticut
$1.39M +$949K +4,578 +160%
46 47
48
49 50