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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SVCP
1376
Silicon Valley Capital Partners
California
$732K +$176K +1,044 +40%
AT
1377
Arden Trust
Delaware
$730K +$48.3K +286 +8%
CA
1378
Claro Advisors
Massachusetts
$730K -$64.5K -382 -9%
SWM
1379
Seed Wealth Management
Illinois
$729K – – –
HH
1380
Hilltop Holdings
Texas
$729K -$20.6K -122 -3%
IIM
1381
Ipswich Investment Management
Massachusetts
$723K -$61K -361 -9%
AC
1382
Allstate Corporation
Illinois
$722K -$6.71M -39,730 -92%
KIA
1383
Kraematon Investment Advisors
Massachusetts
$719K -$33.8K -200 -5%
DA
1384
Duality Advisers
Florida
$719K -$2.59M -15,325 -81%
FFA
1385
First Foundation Advisors
California
$719K -$247K -1,461 -29%
FFA
1386
Farther Finance Advisors
California
$715K +$390K +2,311 +182%
FB
1387
First Bancorp
Maine
$713K -$507 -3 -0.1%
IHL
1388
Investment House LLC
California
$710K -$400K -2,370 -40%
LCM
1389
LCM Capital Management
Illinois
$706K +$25K +148 +4%
NAG
1390
Northstar Advisory Group
New Jersey
$703K +$594K +3,518 New
LFA
1391
Legacy Financial Advisors
Kentucky
$701K +$207K +1,228 +54%
MFS
1392
Monetta Financial Services
Illinois
$699K +$591K +3,500 New
GT
1393
Glenview Trust
Kentucky
$692K +$28.2K +167 +5%
PTP
1394
Platform Technology Partners
New York
$689K +$28.2K +167 +5%
CIG
1395
Cascade Investment Group
Colorado
$684K – – –
MAM
1396
Morse Asset Management
Connecticut
$683K -$226K -1,340 -28%
EMG
1397
ETF Managers Group
New Jersey
$679K +$8.45K +50 +1%
HIM
1398
Hillsdale Investment Management
Ontario, Canada
$678K +$38K +225 +7%
DC
1399
Davenport & Co
Virginia
$675K -$19.1K -113 -3%
PSP
1400
Principal Street Partners
Tennessee
$673K +$569K +3,368 New
54 55
56
57 58