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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
1376
Raab & Moskowitz Asset Management
New Jersey
$749K -$60.8K -346 -7%
AWM
1377
Aprio Wealth Management
Georgia
$747K -$105K -599 -11%
SP
1378
SIH Partners
Delaware
$746K +$838K +4,765 New
RGC
1379
Roberts, Glore & Co
Illinois
$746K +$260K +1,476 +45%
IIWM
1380
Investment Insight Wealth Management
New York
$746K -$57K -324 -6%
ACA
1381
American Capital Advisory
Idaho
$745K -$26.4K -150 -3%
PA
1382
PFG Advisors
Arizona
$743K -$65.2K -371 -7%
PAM
1383
Panagora Asset Management
Massachusetts
$743K -$44.5M -253,238 -98%
PL
1384
Plancorp LLC
Missouri
$743K -$6.68K -38 -0.9%
CMI
1385
Clare Market Investments
Texas
$742K -$129K -731 -13%
LCM
1386
Lazari Capital Management
California
$738K -$45.9K -261 -5%
KF
1387
Krilogy Financial
Missouri
$737K -$320K -1,819 -28%
TCPW
1388
Twin City Private Wealth
North Carolina
$735K +$16.4K +93 +2%
BAM
1389
Belpointe Asset Management
Nevada
$734K -$35.7K -203 -4%
GCM
1390
Geneva Capital Management
Wisconsin
$733K +$118K +673 +17%
CP
1391
Canopy Partners
Ohio
$727K -$266K -1,513 -25%
BAM
1392
Bosun Asset Management
Illinois
$727K -$234K -1,330 -22%
FMB
1393
Field & Main Bank
Kentucky
$725K -$288K -1,635 -26%
TWA
1394
Tulsa Wealth Advisors
Oklahoma
$721K -$101K -573 -11%
WF
1395
WinCap Financial
Massachusetts
$719K +$55.2K +314 +7%
RPC
1396
Rossmore Private Capital
Connecticut
$719K -$775K -4,409 -49%
PFA
1397
Pure Financial Advisors
California
$718K +$362K +2,059 +82%
FFG
1398
Fiduciary Financial Group
California
$718K +$12.3K +70 +2%
ATWA
1399
Arbor Trust Wealth Advisors
Michigan
$717K -$294K -1,674 -27%
BWP
1400
BSW Wealth Partners
Colorado
$714K +$33.4K +190 +4%
54 55
56
57 58