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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
1626
FAS Wealth Partners
Kansas
$502K +$1.72K +8 +0.3%
CCM
1627
Conway Capital Management
California
$501K -$43K -200 -8%
RC
1628
Rovin Capital
Arizona
$501K -$11.4K -53 -2%
SWA
1629
Sutton Wealth Advisors
Florida
$500K +$4.52K +21 +0.9%
B
1630
Bellecapital
Switzerland
$499K -$121K -560 -19%
SIM
1631
SSI Investment Management
California
$499K +$170K +789 +51%
EL
1632
Essex LLC
Illinois
$497K -$8.61K -40 -2%
CCA
1633
Childress Capital Advisors
Texas
$496K +$89.1K +414 +21%
SIC
1634
Sterling Investment Counsel
New York
$496K +$274K +1,272 +119%
FMWA
1635
Forvis Mazars Wealth Advisors
Missouri
$494K +$29.9K +139 +6%
DFA
1636
Delta Financial Advisors
Louisiana
$493K +$8.18K +38 +2%
TWM
1637
Tradition Wealth Management
Minnesota
$492K -$69.3K -322 -12%
KCIA
1638
Kingsbury Capital Investment Advisors
Illinois
$492K +$499K +2,319 New
AC
1639
ASB Consultores
Florida
$490K +$106K +491 +27%
FFC
1640
First Financial Corp
Indiana
$489K -$7.53K -35 -1%
CP
1641
CenterBook Partners
Connecticut
$489K +$495K +2,302 New
RWP
1642
Revolve Wealth Partners
New Jersey
$488K -$10.5K -49 -2%
CSI
1643
Cross Staff Investments
New York
$488K – – –
PA
1644
Parkside Advisors
California
$488K – – –
CAM
1645
Carret Asset Management
New York
$487K +$43.7K +203 +10%
CIM
1646
CIM Investment Management
Pennsylvania
$485K -$430 -2 -0.1%
AWM
1647
Accel Wealth Management
Iowa
$485K – – –
EWA
1648
EverSource Wealth Advisors
Alabama
$485K +$125K +579 +34%
PFBT
1649
Parkside Financial Bank & Trust
Missouri
$484K -$1.94K -9 -0.4%
MYIA
1650
Mount Yale Investment Advisors
Colorado
$482K -$504K -2,343 -51%
64 65
66
67 68