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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
I
1326
INVST
Indiana
$828K -$303K -1,725 -25%
SF
1327
Symphony Financial
Texas
$828K +$95K +540 +11%
1SB
1328
1ST Source Bank
Indiana
$827K +$235K +1,335 +34%
ZIM
1329
Zacks Investment Management
Illinois
$826K -$14.4M -81,943 -94%
OHWP
1330
Oak Harbor Wealth Partners
North Carolina
$825K -$96.4K -548 -9%
PTC
1331
Private Trust Company
Ohio
$824K -$124K -703 -12%
SACTSONJ
1332
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$822K -$211K -1,199 -19%
CFP
1333
Catalyst Financial Partners
Massachusetts
$822K -$503K -2,862 -35%
SFCL
1334
Strengthening Families & Communities LLC
Massachusetts
$817K -$6.33K -36 -0.7%
ISL
1335
Ingalls & Snyder LLC
New York
$813K -$50.5K -287 -5%
RAM
1336
Redmond Asset Management
Virginia
$812K -$528 -3 -0.1%
SW
1337
SteelPeak Wealth
California
$811K -$3.04M -17,275 -77%
GPA
1338
Guerra Pan Advisors
New Jersey
$810K -$84.8K -482 -9%
B
1339
Birchbrook
Maine
$810K -$122K -691 -12%
MIA
1340
MainStreet Investment Advisors
Illinois
$809K +$31.3K +178 +4%
AA
1341
Advisory Alpha
Michigan
$809K +$62.8K +357 +7%
MW
1342
Maia Wealth
Colorado
$808K -$2.51M -14,287 -73%
CAM
1343
Carret Asset Management
New York
$803K -$74.7K -425 -8%
DFCM
1344
Dark Forest Capital Management
Puerto Rico
$800K +$898K +5,109 New
CIAS
1345
Capital Investment Advisory Services
North Carolina
$799K +$125K +713 +16%
MCA
1346
Magnolia Capital Advisors
Mississippi
$799K +$185K +1,054 +26%
DC
1347
Diametric Capital
Massachusetts
$786K +$882K +5,016 New
MWA
1348
Meridian Wealth Advisors
Texas
$785K -$48K -273 -5%
TPCW
1349
TD Private Client Wealth
New York
$785K -$77.2K -439 -8%
EWS
1350
Evergreen Wealth Solutions
Pennsylvania
$785K +$369K +2,101 +117%
52 53
54
55 56