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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FB
1401
First Bancorp
Maine
$594K +$624K +2,804 New
OWA
1402
Octavia Wealth Advisors
Ohio
$594K +$624K +2,805 New
QI
1403
Qtron Investments
Massachusetts
$589K – – –
LJAC
1404
L.J. Altfest & Co
New York
$589K +$232K +1,041 +60%
HJMC
1405
Hellman Jordan Management Company
Massachusetts
$588K +$618K +2,776 New
RI
1406
Redwood Investments
Massachusetts
$587K -$1.11M -4,992 -64%
AF
1407
Advisornet Financial
Minnesota
$587K -$8.68K -39 -1%
PMA
1408
Prudent Man Advisors
Illinois
$587K +$16K +72 +3%
MG
1409
Mather Group
Illinois
$586K +$196K +879 +47%
OIM
1410
Oder Investment Management
California
$584K +$41.2K +185 +7%
CWM
1411
Cornerstone Wealth Management
Missouri
$583K +$110K +493 +22%
MS
1412
Mizuho Securities
Japan
$580K -$3.31M -14,847 -84%
FANJ
1413
Financial Architects (New Jersey)
New Jersey
$575K +$336K +1,511 +126%
LWAC
1414
Laurel Wealth Advisors (California)
California
$574K +$37.4K +168 +7%
AF
1415
Allworth Financial
California
$573K +$55.7K +250 +10%
SWA
1416
Stratos Wealth Advisors
Ohio
$572K +$47.9K +215 +9%
SFO
1417
Stokes Family Office
Louisiana
$567K +$554K +2,488 New
TCM
1418
Tuttle Capital Management
Connecticut
$566K +$269K +1,209 +83%
CFGS
1419
Concourse Financial Group Securities
Alabama
$564K +$3.79K +17 +0.6%
CCM
1420
Conway Capital Management
California
$563K +$22.3K +100 +4%
EWA
1421
Exencial Wealth Advisors
Oklahoma
$562K -$309K -1,387 -34%
PCM
1422
Princeton Capital Management
New Jersey
$557K +$17.6K +79 +3%
WFO
1423
Wealthgate Family Office
Colorado
$556K -$246K -1,106 -30%
VWA
1424
Visionary Wealth Advisors
Illinois
$556K +$250K +1,122 +75%
GI
1425
Gradient Investments
Minnesota
$555K +$260K +1,167 +80%
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