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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1351
Maia Wealth
Colorado
$1.56M +$570K +2,227 +69%
CTFG
1352
Capstone Triton Financial Group
Oklahoma
$1.56M +$10.5K +41 +0.7%
EDRH
1353
Edmond de Rothschild Holding
Switzerland
$1.55M -$419K -1,635 -22%
FAM
1354
Fred Alger Management
New York
$1.55M -$1.02K -4 -0.1%
SP
1355
Stonebrook Private
Michigan
$1.54M +$38.9K +152 +3%
CI
1356
CX Institutional
Indiana
$1.54M +$28.2K +110 +2%
GCM
1357
Geneva Capital Management
Wisconsin
$1.54M -$125K -488 -8%
NBT
1358
Northwest Bank & Trust
Iowa
$1.53M +$11.3K +44 +0.8%
AC
1359
Apella Capital
Connecticut
$1.53M +$21K +82 +2%
CWG
1360
Crown Wealth Group
North Carolina
$1.53M -$43.3K -169 -3%
OWP
1361
Obermeyer Wealth Partners
Colorado
$1.52M -$37.9K -148 -3%
LAI
1362
Legal Advantage Investments
California
$1.52M – – –
PPW
1363
Parcion Private Wealth
Washington
$1.51M -$88.4K -345 -6%
1SB
1364
1ST Source Bank
Indiana
$1.51M -$12.8K -50 -0.9%
GM
1365
Granger Management
New York
$1.51M -$297K -1,160 -17%
EWM
1366
Empirical Wealth Management
Washington
$1.51M -$130K -509 -8%
CM
1367
CastleKnight Management
New York
$1.51M -$1.97M -7,700 -58%
LWP
1368
LMG Wealth Partners
Louisiana
$1.5M +$330K +1,290 +31%
DL
1369
DOHJ LLC
Washington
$1.5M +$217K +847 +19%
AF
1370
Aviso Financial
Ontario, Canada
$1.5M +$106K +412 +8%
PMG
1371
ProVise Management Group
Florida
$1.5M -$10.2K -40 -0.7%
CA
1372
Claro Advisors
Massachusetts
$1.5M +$397K +1,550 +39%
NSIM
1373
North Star Investment Management
Illinois
$1.5M +$1.04M +4,044 +283%
OPW
1374
Oxler Private Wealth
New York
$1.5M +$1.79K +7 +0.1%
MCM
1375
Mainstay Capital Management
Michigan
$1.5M +$85K +332 +6%
53 54
55
56 57