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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1376
Werba Rubin Papier Wealth Management
California
$1.86M -$200K -644 -9%
BM
1377
Brandywine Managers
Delaware
$1.86M – – –
SFA
1378
Souders Financial Advisors
Ohio
$1.86M +$850K +2,732 +65%
BTD
1379
BankPlus Trust Department
Mississippi
$1.85M +$42.9K +138 +2%
NFG
1380
Nations Financial Group
Iowa
$1.84M +$18K +58 +0.9%
NG
1381
Northstar Group
New York
$1.84M +$24.3K +78 +1%
TF
1382
TLWM Financial
Texas
$1.84M +$46.3K +149 +2%
GAM
1383
Grandview Asset Management
Pennsylvania
$1.83M +$46.7K +150 +2%
MW
1384
Maia Wealth
Colorado
$1.83M +$151K +487 +7%
CT
1385
Chicago Trust
Illinois
$1.83M +$5.29K +17 +0.2%
AWA
1386
Aaron Wealth Advisors
Illinois
$1.83M +$137K +442 +7%
RPC
1387
Rossmore Private Capital
Connecticut
$1.83M +$152K +489 +8%
SFA
1388
Semmax Financial Advisors
North Carolina
$1.82M +$92.4K +297 +5%
BWAM
1389
Boyd Watterson Asset Management
Ohio
$1.82M -$3.11K -10 -0.1%
VF
1390
Virtu Financial
New York
$1.8M -$4.35M -13,992 -68%
MSR
1391
Main Street Research
Connecticut
$1.8M -$175K -562 -8%
PTP
1392
Platform Technology Partners
New York
$1.79M +$270K +867 +15%
AFA
1393
AA Financial Advisors
Ohio
$1.79M +$104K +335 +5%
KP
1394
Keel Point
Alabama
$1.79M +$223K +716 +12%
SC
1395
Syon Capital
California
$1.78M +$522K +1,679 +34%
RCG
1396
Regatta Capital Group
California
$1.78M +$40.1K +129 +2%
DAM
1397
Doheny Asset Management
California
$1.78M -$109K -350 -5%
1W
1398
1776 Wealth
Georgia
$1.78M -$8.09K -26 -0.4%
OTL
1399
Oak Thistle LLC
New York
$1.78M +$2.06M +6,629 New
RMAM
1400
Raab & Moskowitz Asset Management
New Jersey
$1.78M +$234K +753 +13%
54 55
56
57 58