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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1526
Soltis Investment Advisors
Utah
$1.17M +$352K +1,396 +40%
HSA
1527
HBK Sorce Advisory
Pennsylvania
$1.17M -$31.5K -125 -2%
ICP
1528
Interchange Capital Partners
Pennsylvania
$1.16M +$76.9K +305 +7%
FCM
1529
Fire Capital Management
California
$1.16M +$61.5K +244 +5%
ACP
1530
Argyle Capital Partners
California
$1.16M +$488K +1,933 +65%
AF
1531
Aviso Financial
Ontario, Canada
$1.16M +$252 +1 +0%
LPAM
1532
Lodestar Private Asset Management
California
$1.16M – – –
AWM
1533
Angeles Wealth Management
California
$1.16M -$122K -483 -9%
RP
1534
Raelipskie Partnership
Ontario, Canada
$1.16M -$6.3K -25 -0.5%
DWM
1535
Drive Wealth Management
Utah
$1.15M -$57.3K -227 -4%
EPIME
1536
Evelyn Partners Investment Management (Europe)
$1.15M -$17.1K -68 -1%
IIC
1537
Ironwood Investment Counsel
Arizona
$1.15M -$40.1K -159 -3%
TBC
1538
Ted Buchan & Co
California
$1.15M +$6.56K +26 +0.5%
HPC
1539
HM Payson & Co
Maine
$1.15M -$273K -1,081 -18%
BF
1540
bLong Financial
Tennessee
$1.15M -$17.9K -71 -1%
SP
1541
Stonebrook Private
Michigan
$1.15M -$94.1K -373 -7%
GCM
1542
Geneva Capital Management
Wisconsin
$1.14M -$45.9K -182 -4%
CAG
1543
Cypress Advisory Group
Arizona
$1.14M +$514K +2,037 +74%
WRPWM
1544
Werba Rubin Papier Wealth Management
California
$1.14M -$82.7K -328 -6%
CFG
1545
Chapman Financial Group
Hawaii
$1.14M +$17.7K +70 +1%
QWP
1546
Quotient Wealth Partners
Texas
$1.13M -$73.6K -292 -6%
MBT
1547
Montecito Bank & Trust
California
$1.13M +$1.2M +4,761 New
RAM
1548
Redmond Asset Management
Virginia
$1.13M -$187K -740 -13%
LCGC
1549
Legacy Capital Group California
California
$1.13M +$365K +1,448 +44%
LPT
1550
Legacy Private Trust
Wisconsin
$1.12M +$552K +2,189 +86%
60 61
62
63 64