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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1276
Diligent Investors
California
$996K +$13.8K +60 +1%
CCT
1277
Chemung Canal Trust
New York
$993K -$4.67M -20,281 -83%
CFGS
1278
Concourse Financial Group Securities
Alabama
$986K +$316K +1,372 +52%
BWM
1279
Buckley Wealth Management
Nevada
$985K -$41.7K -181 -4%
RG
1280
Rathbones Group
United Kingdom
$983K -$97.3K -422 -9%
SRC
1281
Sage Rhino Capital
California
$981K +$11.1K +48 +1%
GA
1282
GoalVest Advisory
New York
$980K -$1.08M -4,688 -54%
CAN
1283
Claraphi Advisory Network
United States
$980K -$83.7K -363 -8%
BWP
1284
BSW Wealth Partners
Colorado
$976K +$193K +838 +27%
ACWM
1285
Adams Chetwood Wealth Management
North Carolina
$972K +$51.4K +223 +6%
RTC
1286
Riverview Trust Company
Washington
$970K – – –
SG
1287
StoneX Group
New York
$966K -$10.4K -45 -1%
LWA
1288
Lineweaver Wealth Advisors
Ohio
$965K +$41.7K +181 +5%
RCAG
1289
Rehmann Capital Advisory Group
Michigan
$964K -$53.5K -232 -6%
CP
1290
Covenant Partners
Tennessee
$959K -$54.4K -236 -6%
CIM
1291
CIM Investment Management
Pennsylvania
$957K -$42.4K -184 -4%
GKWIM
1292
Gerber Kawasaki Wealth & Investment Management
California
$956K +$86.7K +376 +11%
TPA
1293
Trivium Point Advisory
Connecticut
$955K +$306K +1,327 +51%
IC
1294
Inscription Capital
Texas
$951K -$950K -4,122 -51%
CIA
1295
Capital Investment Advisors
Georgia
$951K -$46.1K -200 -5%
PWP
1296
Principle Wealth Partners
Connecticut
$951K +$5.3K +23 +0.6%
TA
1297
Tectonic Advisors
Texas
$947K -$154K -670 -15%
HCM
1298
Highlander Capital Management
New Jersey
$947K – – –
OIA
1299
OneDigital Investment Advisors
Kansas
$943K +$231K +1,003 +35%
WPW
1300
Waldron Private Wealth
Pennsylvania
$941K -$25.6K -111 -3%
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