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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
1201
Cornell Pochily Investment Advisors
New York
$1.12M +$23.6K +140 +3%
WA
1202
Wambolt & Associates
Colorado
$1.11M -$8.11K -48 -0%
OPW
1203
Oxler Private Wealth
New York
$1.11M -$1.69K -10 -0.2%
SJIM
1204
St. Johns Investment Management
Florida
$1.11M -$11.8K -70 -1%
TWM
1205
Thrive Wealth Management
Pennsylvania
$1.11M +$19.9K +118 +2%
DWM
1206
Dakota Wealth Management
Florida
$1.1M -$3.88K -23 -0.4%
CAM
1207
Congress Asset Management
Massachusetts
$1.1M -$40.9K -242 -4%
BOM
1208
Bank of Marin
California
$1.1M +$40.4K +239 +5%
FCM
1209
Fortis Capital Management
Washington
$1.09M +$203K +1,202 +28%
WAOI
1210
Wealth Advisors of Iowa
Iowa
$1.09M +$920K +5,446 New
DA
1211
Doliver Advisors
Texas
$1.09M -$202K -1,196 -18%
HVM
1212
Harvest Volatility Management
Connecticut
$1.08M -$60.6K -359 -6%
LCM
1213
Landscape Capital Management
New Jersey
$1.07M -$13.3K -79 -1%
GCM
1214
Greenland Capital Management
New York
$1.07M -$251K -1,488 -22%
BL
1215
Balentine LLC
Georgia
$1.07M +$413K +2,443 +84%
PMA
1216
Prudent Man Advisors
Illinois
$1.07M +$9.46K +56 +1%
BI
1217
Ballast Inc
Kentucky
$1.07M +$64K +379 +8%
APP
1218
Avantax Planning Partners
Iowa
$1.07M -$274K -1,623 -23%
IAIM
1219
International Assets Investment Management
Florida
$1.07M -$557K -3,299 -38%
SAM
1220
Secure Asset Management
Michigan
$1.07M -$288K -1,706 -24%
OCM
1221
Orion Capital Management
California
$1.07M -$33.8K -200 -4%
GI
1222
GAMCO Investors
Connecticut
$1.06M -$114K -676 -11%
JGCM
1223
Joseph Group Capital Management
Ohio
$1.06M +$896K +5,303 New
SB
1224
Strategic Blueprint
Georgia
$1.06M +$5.74K +34 +0.6%
EWA
1225
Exencial Wealth Advisors
Oklahoma
$1.06M -$221K -1,311 -20%
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