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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1351
LCM Capital Management
Illinois
$699K +$760K +3,124 New
GTAM
1352
Global Trust Asset Management
Florida
$691K +$78.3K +322 +12%
TF
1353
TLWM Financial
Texas
$687K +$3.4K +14 +0.5%
MFG
1354
Menard Financial Group
Texas
$681K +$48.4K +199 +7%
SCM
1355
Southport Capital Management
Tennessee
$681K +$520K +2,138 +232%
RIG
1356
Ramiah Investment Group
Wisconsin
$679K +$32.3K +133 +5%
FFN
1357
Focus Financial Network
Minnesota
$678K +$346K +1,422 +88%
GT
1358
Glenview Trust
Kentucky
$677K +$58.4K +240 +9%
BFA
1359
Beaumont Financial Advisors
Massachusetts
$673K +$246K +1,011 +50%
HPWM
1360
Highland Private Wealth Management
Washington
$672K -$1.7K -7 -0.2%
RWA
1361
Ropes Wealth Advisors
Massachusetts
$672K +$7.54K +31 +1%
FBT
1362
First Bank & Trust
South Dakota
$662K -$359K -1,478 -33%
MSAM
1363
Moloney Securities Asset Management
Missouri
$662K +$121K +496 +20%
HL
1364
HeadInvest LLC
Maine
$661K +$304K +1,250 +73%
AIA
1365
Angeles Investment Advisors
California
$660K -$4.86K -20 -0.7%
PTP
1366
Platform Technology Partners
New York
$660K +$79.8K +328 +12%
LHC
1367
Little House Capital
Massachusetts
$660K +$89K +366 +14%
CIC
1368
Carnegie Investment Counsel
Ohio
$660K +$516K +2,121 +252%
BOPW
1369
Brandywine Oak Private Wealth
Pennsylvania
$654K +$9.24K +38 +1%
MCCP
1370
Mission Creek Capital Partners
California
$654K +$222K +912 +45%
CFA
1371
Cahill Financial Advisors
Minnesota
$653K -$63.7K -262 -8%
MA
1372
MUFG Americas
New York
$646K +$6.08K +25 +0.9%
M1FG
1373
Mach-1 Financial Group
Arkansas
$645K +$706K +2,902 New
CPA
1374
Clear Perspective Advisors
Illinois
$639K +$95.6K +393 +16%
TCM
1375
Tradewinds Capital Management
Washington
$636K +$12.9K +53 +2%
53 54
55
56 57