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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFP
1501
Gryphon Financial Partners
Ohio
$645K +$25.5K +125 +4%
CM
1502
Corvex Management
New York
$641K -$4.16M -20,400 -87%
CIP
1503
Convergence Investment Partners
Florida
$640K +$268K +1,313 +76%
AC
1504
AlphaCore Capital
California
$638K +$29.6K +145 +5%
GF
1505
Gabelli Funds
New York
$638K -$41.8K -205 -6%
DC
1506
Diametric Capital
Massachusetts
$636K +$615K +3,012 New
KFA
1507
Kapstone Financial Advisors
Ohio
$635K -$49K -240 -8%
SIC
1508
Sterling Investment Counsel
New York
$635K +$15.7K +77 +3%
SIMG
1509
Sonora Investment Management Group
Arizona
$632K +$133K +651 +28%
GKWIM
1510
Gerber Kawasaki Wealth & Investment Management
California
$632K +$51.9K +254 +9%
RC
1511
Rovin Capital
Arizona
$629K -$7.76K -38 -1%
FNBT
1512
FineMark National Bank & Trust
Florida
$626K -$2.25K -11 -0.4%
PFGIA
1513
Patriot Financial Group Insurance Agency
Massachusetts
$626K -$35.7K -175 -6%
BC
1514
Bridgefront Capital
Texas
$620K +$600K +2,937 New
DSCM
1515
Del-Sette Capital Management
New York
$620K +$599K +2,936 New
AFT
1516
Alpha Family Trust
California
$620K – – –
KIC
1517
Kensington Investment Counsel
California
$620K +$25.5K +125 +4%
DWM
1518
Drive Wealth Management
Utah
$619K -$35.3K -173 -6%
BCM
1519
Bienville Capital Management
New York
$618K – – –
TP
1520
Tranquility Partners
Tennessee
$618K – – –
PWMAG
1521
Pinnacle Wealth Management Advisory Group
New Jersey
$617K -$29.8K -146 -5%
PWP
1522
Pursue Wealth Partners
California
$617K +$2.04K +10 +0.3%
JCM
1523
Janney Capital Management
Pennsylvania
$615K +$12.9K +63 +2%
RIA
1524
Realta Investment Advisors
Delaware
$615K -$45.5K -223 -7%
PCM
1525
Prelude Capital Management
New York
$613K +$187K +918 +46%
59 60
61
62 63