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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
1326
Center for Financial Planning
Michigan
$2.01M – – –
GIM
1327
Goelzer Investment Management
Indiana
$2.01M -$53.7K -201 -3%
JSL
1328
JT Stratford LLC
Georgia
$2M +$1.37M +5,131 +232%
KTC
1329
Kentucky Trust Company
Kentucky
$2M +$5.35K +20 +0.3%
SAI
1330
Savvy Advisors Inc
New York
$2M +$400K +1,498 +26%
FMTC
1331
Farmers & Merchants Trust Company
California
$2M +$104K +390 +6%
MYLI
1332
Meiji Yasuda Life Insurance
Japan
$2M +$55.3K +207 +3%
AC
1333
AlphaCore Capital
California
$1.99M +$277K +1,035 +17%
OFS
1334
Orrstown Financial Services
Pennsylvania
$1.99M +$843K +3,155 +76%
LWL
1335
Leo Wealth LLC
Texas
$1.98M +$1.72M +6,436 +781%
BMCM
1336
Bryn Mawr Capital Management
Pennsylvania
$1.98M -$104K -390 -5%
TFGT
1337
TS Financial Group (TSFG)
Illinois
$1.98M -$105K -394 -5%
TWM
1338
Thrive Wealth Management
Pennsylvania
$1.97M -$2.67K -10 -0.1%
CT
1339
Chicago Trust
Illinois
$1.97M +$109K +406 +6%
BSB
1340
Bangor Savings Bank
Maine
$1.97M -$130K -487 -6%
AI
1341
Arvest Investments
Arkansas
$1.97M -$113K -422 -6%
RSWM
1342
Robertson Stephens Wealth Management
California
$1.96M -$6.42K -24 -0.3%
HCCM
1343
Hudson Canyon Capital Management
New York
$1.95M -$41.7K -156 -2%
BWAM
1344
Boyd Watterson Asset Management
Ohio
$1.95M +$106K +395 +6%
AB
1345
Atlas Brown
Kentucky
$1.95M +$12.6K +47 +0.7%
AIM
1346
Aigen Investment Management
New York
$1.95M -$1.99M -7,455 -51%
GCM
1347
Glynn Capital Management
California
$1.95M – – –
SCM
1348
Stevens Capital Management
Pennsylvania
$1.94M +$1.41M +5,265 +283%
SWMG
1349
Signature Wealth Management Group
Georgia
$1.94M +$6.42K +24 +0.3%
FAM
1350
Fulcrum Asset Management
United Kingdom
$1.94M +$1.9M +7,124 New
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