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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1476
Sky Investment Group
Connecticut
$756K -$16.2K -75 -2%
CFMC
1477
Curbstone Financial Management Corp
New Hampshire
$754K -$21.6K -100 -3%
EW
1478
Evoke Wealth
California
$754K +$102K +474 +15%
FW
1479
FirstPurpose Wealth
Utah
$753K +$7.35K +34 +0.9%
RTC
1480
Riverview Trust Company
Washington
$752K – – –
CWA
1481
Consilium Wealth Advisory
Texas
$747K +$67.8K +314 +9%
TPA
1482
Trivium Point Advisory
Connecticut
$745K +$27.4K +127 +4%
IIC
1483
Ironwood Investment Counsel
Arizona
$745K +$494K +2,287 +165%
BAM
1484
Blueshift Asset Management
New Jersey
$742K +$791K +3,660 New
WA
1485
Waverly Advisors
Alabama
$742K -$32.4K -150 -4%
SWM
1486
Seed Wealth Management
Illinois
$740K – – –
AC
1487
Allstate Corporation
Illinois
$734K – – –
LIG
1488
Lokken Investment Group
Delaware
$732K +$6.48K +30 +0.8%
SIC
1489
Salem Investment Counselors
North Carolina
$731K +$443K +2,050 +132%
EFG
1490
Everhart Financial Group
Ohio
$730K +$45.8K +212 +6%
ACM
1491
Advisors Capital Management
New Jersey
$730K +$545K +2,521 +233%
CQS
1492
Credential Qtrade Securities
$726K -$9.51K -44 -1%
IIM
1493
Ipswich Investment Management
Massachusetts
$724K -$6.7K -31 -0.9%
CCM
1494
Cinctive Capital Management
New York
$720K +$767K +3,549 New
KLCM
1495
KG&L Capital Management
Louisiana
$711K -$126K -581 -14%
ICG
1496
InterOcean Capital Group
Tennessee
$708K +$95.1K +440 +14%
BOH
1497
Bank of Hawaii
Hawaii
$708K -$387K -1,792 -34%
TA
1498
Tectonic Advisors
Texas
$703K -$3.24K -15 -0.4%
CG
1499
CFO4Life Group
Texas
$699K +$744K +3,445 New
AWM
1500
Angeles Wealth Management
California
$697K +$150K +696 +25%
58 59
60
61 62