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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1551
Simon Quick Advisors
New Jersey
$1.28M +$358K +1,242 +41%
DA
1552
Duality Advisers
Florida
$1.28M +$1.23M +4,249 New
AWM
1553
Angeles Wealth Management
California
$1.28M +$153K +530 +14%
SSWG
1554
Seven Springs Wealth Group
Tennessee
$1.28M -$78.5K -272 -6%
CPW
1555
Cove Private Wealth
New York
$1.27M – – –
CWA
1556
Consilium Wealth Advisory
Texas
$1.27M +$66.7K +231 +6%
FI
1557
Financial Insights
Washington
$1.27M +$1.44K +5 +0.1%
FIM
1558
Freedom Investment Management
Connecticut
$1.26M +$2.88K +10 +0.2%
BOH
1559
Bank of Hawaii
Hawaii
$1.26M +$252K +875 +26%
HPC
1560
HM Payson & Co
Maine
$1.26M -$125K -433 -9%
MSFS
1561
Main Street Financial Solutions
Pennsylvania
$1.26M +$779K +2,699 +182%
HAG
1562
HF Advisory Group
Maryland
$1.26M +$150K +519 +14%
WJWM
1563
Williams Jones Wealth Management
New York
$1.26M +$561K +1,943 +87%
BC
1564
Bowman & Company
Wisconsin
$1.25M +$3.17K +11 +0.3%
SAM
1565
Secure Asset Management
Michigan
$1.25M -$385K -1,334 -24%
JE
1566
JMAC Enterprises
Pennsylvania
$1.25M +$8.37K +29 +0.7%
BWA
1567
Bordeaux Wealth Advisors
California
$1.24M -$114K -396 -9%
FFN
1568
Focus Financial Network
Minnesota
$1.24M -$676K -2,342 -34%
AWCI
1569
Alpine Woods Capital Investors
New York
$1.24M -$1.85M -6,400 -58%
BPGAM
1570
BTG Pactual Global Asset Management
Bermuda
$1.23M +$1.18M +4,097 New
CA
1571
Claro Advisors
Massachusetts
$1.23M +$55.4K +192 +5%
1SB
1572
1ST Source Bank
Indiana
$1.23M -$7.21K -25 -0.6%
WAG
1573
Wallace Advisory Group
California
$1.22M -$17.9K -62 -1%
TYCC
1574
Texas Yale Capital Corp
Florida
$1.22M – – –
ICG
1575
InterOcean Capital Group
Tennessee
$1.22M +$179K +621 +18%
61 62
63
64 65