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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1276
Avantax Planning Partners
Iowa
$1.1M -$29.6K -145 -3%
FCP
1277
Fidelis Capital Partners
Florida
$1.09M +$38.2K +187 +4%
CPM
1278
Connective Portfolio Management
New York
$1.09M -$1.26M -6,195 -55%
BAM
1279
Belpointe Asset Management
Nevada
$1.09M -$1.68M -8,253 -62%
ACM
1280
Ayrshire Capital Management
Connecticut
$1.09M +$13.5K +66 +1%
EWA
1281
Etesian Wealth Advisors
Oregon
$1.09M +$35.5K +174 +3%
OIS
1282
Okabena Investment Services
Minnesota
$1.09M +$1.05M +5,154 New
SAM
1283
Shikiar Asset Management
New York
$1.09M -$421K -2,060 -29%
CMI
1284
Clare Market Investments
Texas
$1.09M +$387K +1,898 +59%
AWA
1285
Arete Wealth Advisors
Illinois
$1.08M -$128K -628 -11%
EAM
1286
EFG Asset Management
Oregon
$1.08M -$228K -1,118 -18%
AF
1287
Aldebaran Financial
$1.08M -$261K -1,277 -20%
RMAM
1288
Raab & Moskowitz Asset Management
New Jersey
$1.08M -$408 -2 -0%
WEG
1289
World Equity Group
Illinois
$1.08M -$3.79M -18,563 -78%
IIM
1290
Intact Investment Management
Quebec, Canada
$1.08M – – –
LFM
1291
Lumina Fund Management
New York
$1.08M – – –
NW
1292
Naviter Wealth
Arkansas
$1.07M +$74.5K +365 +8%
GPA
1293
Guerra Pan Advisors
New Jersey
$1.07M +$1.43K +7 +0.1%
VIM
1294
VELA Investment Management
Ohio
$1.06M – – –
FRM
1295
Fox Run Management
Connecticut
$1.06M +$1.02M +5,018 New
VWM
1296
Venturi Wealth Management
Texas
$1.06M +$404K +1,981 +65%
9WM
1297
9258 Wealth Management
Ohio
$1.06M +$69.2K +339 +7%
TWI
1298
Thomas White International
Illinois
$1.06M – – –
MUAMU
1299
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.06M -$2.65M -13,000 -72%
SG
1300
StoneX Group
New York
$1.05M +$31K +152 +3%
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