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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1526
BigSur Wealth Management
Florida
$1.06M – – –
NAMNJ
1527
NorthStar Asset Management (New Jersey)
New Jersey
$1.06M +$911K +4,027 New
NDSI
1528
Newman Dignan & Sheerar Inc
Rhode Island
$1.06M +$32.6K +144 +4%
HH
1529
HWG Holdings
Texas
$1.06M +$901K +3,980 +11,056%
CWA
1530
Consilium Wealth Advisory
Texas
$1.05M +$66.8K +295 +8%
AFG
1531
Atomi Financial Group
New York
$1.05M +$212K +937 +31%
CG
1532
Cutler Group
California
$1.04M -$2.21M -9,760 -71%
JDR
1533
Jay D. Rosenbaum
$1.03M -$766K -3,385 -46%
TIMH
1534
Tilt Investment Management Holdings
New York
$1.03M -$316K -1,396 -26%
CBTWT
1535
Community Bank & Trust (Waco, Texas)
Texas
$1.03M -$169K -747 -16%
CA
1536
Claro Advisors
Massachusetts
$1.03M -$55.9K -247 -6%
AC
1537
AlphaCore Capital
California
$1.02M +$8.37K +37 +1%
IRC
1538
Investors Research Corp
Georgia
$1.02M -$91.7K -405 -9%
AAM
1539
Augustine Asset Management
Florida
$1.01M -$6.79K -30 -0.8%
OIM
1540
Oder Investment Management
California
$1.01M -$6.56K -29 -0.8%
EFG
1541
Everhart Financial Group
Ohio
$1M +$47.1K +208 +6%
LCM
1542
LCM Capital Management
Illinois
$1M +$2.72K +12 +0.3%
FW
1543
FirstPurpose Wealth
Utah
$994K +$14.7K +65 +2%
RIA
1544
Realta Investment Advisors
Delaware
$991K +$203K +897 +31%
BAM
1545
Byrne Asset Management
New Jersey
$988K +$747K +3,299 +815%
SYBT
1546
Stock Yards Bank & Trust
Kentucky
$988K -$82.4K -364 -9%
SIC
1547
Salem Investment Counselors
North Carolina
$987K +$32.8K +145 +4%
KW
1548
KWB Wealth
California
$985K +$848K +3,745 New
PM
1549
Parametrica Management
Hong Kong
$985K +$847K +3,743 New
AIC
1550
Argus Investors Counsel
New York
$982K +$844K +3,731 New
60 61
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63 64