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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMI
1376
Clare Market Investments
Texas
$742K -$129K -731 -13%
LCM
1377
Lazari Capital Management
California
$738K -$45.9K -261 -5%
KF
1378
Krilogy Financial
Missouri
$737K -$320K -1,819 -28%
TCPW
1379
Twin City Private Wealth
North Carolina
$735K +$16.4K +93 +2%
BAM
1380
Belpointe Asset Management
Nevada
$734K -$35.7K -203 -4%
GCM
1381
Geneva Capital Management
Wisconsin
$733K +$118K +673 +17%
CP
1382
Canopy Partners
Ohio
$727K -$266K -1,513 -25%
BAM
1383
Bosun Asset Management
Illinois
$727K -$234K -1,330 -22%
FMB
1384
Field & Main Bank
Kentucky
$725K -$288K -1,635 -26%
TWA
1385
Tulsa Wealth Advisors
Oklahoma
$721K -$101K -573 -11%
WF
1386
WinCap Financial
Massachusetts
$719K +$55.2K +314 +7%
RPC
1387
Rossmore Private Capital
Connecticut
$719K -$775K -4,409 -49%
PFA
1388
Pure Financial Advisors
California
$718K +$362K +2,059 +82%
FFG
1389
Fiduciary Financial Group
California
$718K +$12.3K +70 +2%
ATWA
1390
Arbor Trust Wealth Advisors
Michigan
$717K -$294K -1,674 -27%
BWP
1391
BSW Wealth Partners
Colorado
$714K +$33.4K +190 +4%
MAM
1392
Milestone Asset Management
Pennsylvania
$712K -$2.34M -13,289 -75%
HWMO
1393
Heritage Wealth Management (Ohio)
Ohio
$709K -$174K -988 -18%
TWIM
1394
TIAA Wealth Investment Management
New York
$709K +$267K +1,517 +50%
UIM
1395
Unified Investment Management
Georgia
$709K -$73.5K -418 -8%
LAM
1396
L2 Asset Management
Massachusetts
$709K -$68.2K -388 -8%
KAM
1397
Karani Asset Management
New York
$709K +$7.74K +44 +1%
CWG
1398
Cornerstone Wealth Group
North Carolina
$707K +$135K +766 +20%
CAG
1399
Cypress Advisory Group
Arizona
$706K -$52.8K -300 -6%
KFI
1400
Key Financial Inc
Pennsylvania
$706K -$11.4K -65 -1%
54 55
56
57 58