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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1451
Malaga Cove Capital
California
$602K +$1.01K +6 +0.2%
RC
1452
Rovin Capital
Arizona
$602K +$3.55K +21 +0.7%
FMWA
1453
Forvis Mazars Wealth Advisors
Missouri
$601K -$2.53K -15 -0.5%
KJHP
1454
K.J. Harrison & Partners
Ontario, Canada
$599K +$507K +3,000 New
UM
1455
Ulysses Management
New York
$599K +$507K +3,000 New
CFP
1456
Catalyst Financial Partners
Massachusetts
$598K +$89K +527 +21%
KFA
1457
Kapstone Financial Advisors
Ohio
$596K – – –
FNBT
1458
FineMark National Bank & Trust
Florida
$594K -$115K -681 -19%
EFG
1459
Everhart Financial Group
Ohio
$593K +$501K +2,967 New
FFS
1460
Founders Financial Securities
Maryland
$592K +$20.6K +122 +4%
SC
1461
Sonen Capital
California
$588K -$205K -1,216 -29%
AFT
1462
Alpha Family Trust
California
$586K – – –
SIC
1463
Sterling Investment Counsel
New York
$585K -$22.6K -134 -4%
GFP
1464
Gryphon Financial Partners
Ohio
$585K +$54.6K +323 +12%
BCM
1465
Bienville Capital Management
New York
$584K – – –
TP
1466
Tranquility Partners
Tennessee
$584K – – –
GA
1467
GraniteShares Advisors
New York
$583K -$58.8K -348 -11%
AP
1468
Appleton Partners
Massachusetts
$583K -$23.5K -139 -5%
PWP
1469
Pursue Wealth Partners
California
$581K -$338K -2,000 -41%
FCA
1470
FLC Capital Advisors
California
$579K – – –
NWA
1471
New World Advisors
Massachusetts
$577K -$58.4K -346 -11%
AC
1472
AlphaCore Capital
California
$575K +$85.5K +506 +21%
CI
1473
Cavalier Investments
Georgia
$574K -$798K -4,722 -62%
RIA
1474
Regal Investment Advisors
Michigan
$574K +$13.2K +78 +3%
JCM
1475
Janney Capital Management
Pennsylvania
$569K +$4.05K +24 +0.8%
57 58
59
60 61