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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFCL
1326
Strengthening Families & Communities LLC
Massachusetts
$817K -$6.33K -36 -0.7%
ISL
1327
Ingalls & Snyder LLC
New York
$813K -$50.5K -287 -5%
RAM
1328
Redmond Asset Management
Virginia
$812K -$528 -3 -0.1%
SW
1329
SteelPeak Wealth
California
$811K -$3.04M -17,275 -77%
GPA
1330
Guerra Pan Advisors
New Jersey
$810K -$84.8K -482 -9%
B
1331
Birchbrook
Maine
$810K -$122K -691 -12%
MIA
1332
MainStreet Investment Advisors
Illinois
$809K +$31.3K +178 +4%
AA
1333
Advisory Alpha
Michigan
$809K +$62.8K +357 +7%
MW
1334
Maia Wealth
Colorado
$808K -$2.51M -14,287 -73%
CAM
1335
Carret Asset Management
New York
$803K -$74.7K -425 -8%
DFCM
1336
Dark Forest Capital Management
Puerto Rico
$800K +$898K +5,109 New
CIAS
1337
Capital Investment Advisory Services
North Carolina
$799K +$125K +713 +16%
MCA
1338
Magnolia Capital Advisors
Mississippi
$799K +$185K +1,054 +26%
DC
1339
Diametric Capital
Massachusetts
$786K +$882K +5,016 New
MWA
1340
Meridian Wealth Advisors
Texas
$785K -$48K -273 -5%
TPCW
1341
TD Private Client Wealth
New York
$785K -$77.2K -439 -8%
EWS
1342
Evergreen Wealth Solutions
Pennsylvania
$785K +$369K +2,101 +117%
SWA
1343
Sax Wealth Advisors
New Jersey
$784K -$233K -1,327 -24%
AIM
1344
Adapt Investment Managers
Switzerland
$784K -$2.98M -16,948 -77%
NIM
1345
Needham Investment Management
New York
$783K +$615K +3,500 +233%
IIM
1346
Ironwood Investment Management
Massachusetts
$782K – – –
JMA
1347
J.M. Arbour
Maine
$782K +$262K +1,491 +43%
NFG
1348
Nations Financial Group
Iowa
$781K -$1.07M -6,071 -55%
WIA
1349
Wealthedge Investment Advisors
New York
$780K -$1.26M -7,163 -59%
AWM
1350
Axxcess Wealth Management
California
$780K -$442K -2,511 -34%
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