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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1601
Ironwood Investment Counsel
Arizona
$870K -$10.7K -40 -1%
MMG
1602
Monetary Management Group
Missouri
$865K -$181K -675 -17%
WJWM
1603
Williams Jones Wealth Management
New York
$858K -$222K -831 -20%
CCT
1604
Chemung Canal Trust
New York
$857K -$4.19M -15,671 -82%
ACI
1605
Alpha Cubed Investments
California
$853K -$6.42K -24 -0.7%
KHCM
1606
Kirtland Hills Capital Management
Ohio
$852K +$42.5K +159 +5%
FCA
1607
FLC Capital Advisors
California
$852K +$30K +112 +4%
SCA
1608
STALEY CAPITAL ADVISERS
Pennsylvania
$850K -$42.8K -160 -5%
1IA
1609
1834 Investment Advisors
Wisconsin
$848K +$357K +1,333 +68%
PSP
1610
Principal Street Partners
Tennessee
$839K +$24.1K +90 +3%
PA
1611
Prossimo Advisors
California
$838K +$393K +1,469 +82%
CWM
1612
Calamos Wealth Management
Illinois
$836K -$27K -101 -3%
BWM
1613
Baron Wealth Management
Michigan
$834K -$17.4K -65 -2%
BAM
1614
Belpointe Asset Management
Nevada
$831K -$350K -1,308 -29%
RI
1615
Rinkey Investments
California
$830K +$863K +3,227 New
CA
1616
Continuum Advisory
Idaho
$828K +$55.4K +207 +7%
CF
1617
Copperwynd Financial
Arizona
$827K +$160K +599 +23%
EFS
1618
Essex Financial Services
Connecticut
$825K +$124K +464 +16%
MLA
1619
My Legacy Advisors
Oregon
$823K +$91.2K +341 +12%
WWM
1620
Wolff Wiese Magana
California
$821K +$135K +503 +19%
CH
1621
Cromwell Holdings
Wyoming
$820K +$853K +3,188 New
SYBT
1622
Stock Yards Bank & Trust
Kentucky
$815K -$13.4K -50 -2%
BWP
1623
BSW Wealth Partners
Colorado
$815K -$11K -41 -1%
MW
1624
Maia Wealth
Colorado
$814K +$862K +3,220 New
FB
1625
First Bancorp
Maine
$813K -$19.3K -72 -2%
63 64
65
66 67