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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MTIC
1201
Missouri Trust & Investment Company
Missouri
$2.64M +$56.9K +213 +2%
SAM
1202
Secure Asset Management
Michigan
$2.64M +$120K +448 +5%
HIA
1203
Harbor Investment Advisory
Maryland
$2.64M -$523K -1,955 -7%
PWP
1204
Principle Wealth Partners
Connecticut
$2.63M +$102K +382 +4%
BHIA
1205
Birch Hill Investment Advisors
Massachusetts
$2.63M -$237K -885 -8%
DWA
1206
Douglass Winthrop Advisors
New York
$2.62M -$43.3K -162 -2%
SFS
1207
Sowell Financial Services
Arkansas
$2.61M +$64.2K +240 +3%
SSWM
1208
Smith Salley Wealth Management
North Carolina
$2.61M +$297K +1,110 +13%
WANY
1209
Wealthspire Advisors (New York)
New York
$2.6M +$323K +1,208 +15%
RCA
1210
Resonant Capital Advisors
Wisconsin
$2.59M +$259K +970 +11%
RWB
1211
RMR Wealth Builders
New Jersey
$2.59M +$181K +677 +8%
AFS
1212
Aft Forsyth & Sober
Florida
$2.59M +$66.8K +250 +3%
DAM
1213
Deltec Asset Management
New York
$2.59M +$802K +3,000 +46%
LHC
1214
Little House Capital
Massachusetts
$2.59M +$118K +441 +5%
RMC
1215
Resources Management Corp
Connecticut
$2.59M +$585K +2,188 +30%
CAMV
1216
Concord Asset Management (Virginia)
Virginia
$2.58M +$396K +1,480 +19%
CWP
1217
Concord Wealth Partners
Virginia
$2.58M +$544K +2,036 +27%
PTC
1218
Private Trust Company
Ohio
$2.58M +$27K +101 +1%
CCWM
1219
Correct Capital Wealth Management
Missouri
$2.57M +$1.62M +6,042 +178%
CTC
1220
Cetera Trust Company
Minnesota
$2.57M -$6.68K -25 -0.3%
BWG
1221
Boomfish Wealth Group
Georgia
$2.56M +$157K +588 +7%
NW
1222
Naviter Wealth
Arkansas
$2.56M +$34.2K +128 +1%
COI
1223
Connable Office Inc
Michigan
$2.55M +$8.29K +31 +0.3%
AI
1224
Aperture Investors
New York
$2.55M – – –
BAM
1225
Belpointe Asset Management
Nevada
$2.52M +$407K +1,521 +20%
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