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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1601
Redwood Investments
Massachusetts
$418K -$19.3K -114 -5%
JSW
1602
Journey Strategic Wealth
New Jersey
$418K +$87.5K +518 +33%
SOS
1603
Silver Oak Securities
Tennessee
$417K -$9.63K -57 -3%
GTAM
1604
Global Trust Asset Management
Florida
$416K +$72.8K +431 +26%
BFPW
1605
BOK Financial Private Wealth
Colorado
$416K – – –
VNA
1606
Valley National Advisers
Pennsylvania
$415K +$22.3K +132 +7%
HIIFS
1607
Harel Insurance Investments & Financial Services
Israel
$415K +$233K +1,380 +192%
PA
1608
Perennial Advisors
New York
$415K +$351K +2,076 New
RWP
1609
RWA Wealth Partners
Massachusetts
$414K -$151K -891 -30%
VT
1610
Vise Technologies
New York
$414K +$72.1K +427 +26%
SAM
1611
Strategy Asset Managers
California
$412K +$40K +237 +13%
SAM
1612
Synergy Asset Management
Washington
$412K -$21.3K -126 -6%
EWA
1613
Encompass Wealth Advisors
Oregon
$409K -$6.42K -38 -2%
KIG
1614
Kennedy Investment Group
New Jersey
$409K -$66.7K -395 -16%
BFC
1615
Blue Fin Capital
Rhode Island
$407K -$4.56K -27 -1%
IIC
1616
Integrated Investment Consultants
Michigan
$406K -$2.87K -17 -0.8%
TC
1617
Truvestments Capital
Florida
$405K -$86.7K -513 -20%
SIA
1618
SkyView Investment Advisors
New Jersey
$404K +$3.72K +22 +1%
PWMG
1619
Provence Wealth Management Group
California
$401K +$339K +2,006 New
AIMC
1620
Alley Investment Management Company
Illinois
$400K – – –
SCA
1621
St. Clair Advisors
Ohio
$400K +$338K +2,000 New
KCPG
1622
Kavar Capital Partners Group
Kansas
$398K -$16.9K -100 -5%
PCM
1623
Prelude Capital Management
New York
$396K -$116K -686 -26%
B
1624
Barings
North Carolina
$396K -$422K -2,501 -56%
BFG
1625
Berger Financial Group
Minnesota
$393K +$332K +1,967 New
63 64
65
66 67