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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWS
1276
SYSTM Wealth Solutions
Illinois
$643K +$707K +4,846 New
9WM
1277
9258 Wealth Management
Ohio
$641K -$14.9K -102 -2%
PPW
1278
Parcion Private Wealth
Washington
$636K -$101K -695 -13%
RWM
1279
Ritholtz Wealth Management
New York
$633K -$125K -858 -15%
MAM
1280
Morse Asset Management
Connecticut
$631K -$518K -3,547 -43%
VIM
1281
VELA Investment Management
Ohio
$631K +$73.8K +506 +12%
SIG
1282
Sky Investment Group
Connecticut
$629K -$29.3K -201 -4%
AFS
1283
Aft Forsyth & Sober
Florida
$623K – – –
AAM
1284
Ascension Asset Management
New York
$622K +$295K +2,020 +76%
ACM
1285
Ayrshire Capital Management
Connecticut
$622K -$64.9K -445 -9%
JEST
1286
JTC Employer Solutions Trustee
Jersey
$619K – – –
MIM
1287
Moseley Investment Management
Florida
$618K -$30.5K -209 -4%
ESB
1288
Essex Savings Bank
Connecticut
$617K +$58.8K +403 +9%
1SB
1289
1ST Source Bank
Indiana
$616K -$40.6K -278 -6%
TIMH
1290
Tilt Investment Management Holdings
New York
$615K +$677K +4,638 New
WAG
1291
Wallace Advisory Group
California
$613K +$675K +4,626 New
CQS
1292
Credential Qtrade Securities
$609K -$198K -1,357 -23%
BCM
1293
Brown Capital Management
Maryland
$608K -$23.9K -164 -3%
RIA
1294
Realta Investment Advisors
Delaware
$605K -$102K -701 -13%
DP
1295
Denver PWM
Colorado
$605K +$29.2K +200 +5%
PFM
1296
Parsec Financial Management
North Carolina
$604K +$664K +4,552 New
AWA
1297
Aaron Wealth Advisors
Illinois
$603K +$51.7K +354 +8%
TA
1298
Tectonic Advisors
Texas
$602K +$91.9K +630 +16%
CT
1299
Chicago Trust
Illinois
$602K +$2.48K +17 +0.4%
BLC
1300
Brown, Lisle/Cummings
Rhode Island
$600K -$35.3K -242 -5%
50 51
52
53 54