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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1376
Meridian Wealth Advisors
Texas
$987K -$3.12M -15,036 -74%
FAMI
1377
Fideuram Asset Management (Ireland)
$986K -$19.4M -93,457 -95%
SJIM
1378
St. Johns Investment Management
Florida
$983K -$177K -854 -14%
CIM
1379
Chapman Investment Management
California
$981K +$1.09M +5,257 New
SFCL
1380
Strengthening Families & Communities LLC
Massachusetts
$980K -$366K -1,767 -25%
AI
1381
Arvest Investments
Arkansas
$979K +$248K +1,196 +30%
FPF
1382
First Pacific Financial
Washington
$974K -$193K -930 -15%
EFS
1383
Essex Financial Services
Connecticut
$972K -$45.6K -220 -4%
SEP
1384
Signature Equity Partners
Ohio
$971K +$639K +3,082 +146%
AWMT
1385
AAFMAA Wealth Management & Trust
North Carolina
$970K -$54.5K -263 -5%
JRPIM
1386
Journey Retirement Planning & Investment Management
Idaho
$969K -$2.42M -11,675 -69%
SFS
1387
Stiles Financial Services
Minnesota
$969K +$310K +1,496 +41%
RAM
1388
Redmond Asset Management
Virginia
$968K +$117K +567 +12%
EWM
1389
Empirical Wealth Management
Washington
$966K -$636K -3,070 -37%
TWA
1390
Tulsa Wealth Advisors
Oklahoma
$966K -$391K -1,886 -27%
AFP
1391
Ausdal Financial Partners
Iowa
$965K -$76.9K -371 -7%
FAFN
1392
First Affirmative Financial Network
Colorado
$965K +$1.07M +5,169 New
NSIM
1393
North Star Investment Management
Illinois
$961K +$232K +1,119 +28%
LCGC
1394
Legacy Capital Group California
California
$961K +$62.2K +300 +6%
AC
1395
Apella Capital
Connecticut
$961K -$20.1K -97 -2%
JMFC
1396
J.M. Forbes & Co
Massachusetts
$959K -$97K -468 -8%
PPWM
1397
Paragon Private Wealth Management
Kentucky
$959K -$105K -506 -9%
RMAM
1398
Raab & Moskowitz Asset Management
New Jersey
$958K -$313K -1,512 -23%
PA
1399
PFG Advisors
Arizona
$955K +$117K +566 +12%
SLI
1400
Sumitomo Life Insurance
Japan
$952K +$32.5K +157 +3%
54 55
56
57 58