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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
1626
Fulcrum Capital
Washington
$300K -$82.1K -484 -19%
EP
1627
Eudaimonia Partners
Tennessee
$300K -$19.5K -115 -5%
GTAM
1628
Global Trust Asset Management
Florida
$300K +$9.33K +55 +3%
DP
1629
DDD Partners
Washington
$299K +$353K +2,081 New
JCM
1630
Janney Capital Management
Pennsylvania
$297K +$6.44K +38 +2%
MSR
1631
Main Street Research
Connecticut
$296K +$349K +2,057 New
RPWA
1632
Regent Peak Wealth Advisors
Georgia
$295K -$42.4K -250 -11%
SWM
1633
Salvus Wealth Management
New Jersey
$295K +$8.99K +53 +3%
SAM
1634
Synergy Asset Management
Washington
$295K +$38.2K +225 +12%
GAMC
1635
Garner Asset Management Corp
Texas
$294K -$61K -360 -15%
CPW
1636
Catalyst Private Wealth
California
$294K -$1.53K -9 -0.4%
XT
1637
XTX Topco
Cayman Islands
$294K +$90.2K +532 +35%
DI
1638
DFPG Investments
Utah
$293K +$73.8K +435 +31%
RCM
1639
RNC Capital Management
California
$292K -$3.98M -23,449 -92%
DA
1640
Duality Advisers
Florida
$292K +$345K +2,033 New
ICP
1641
Interchange Capital Partners
Pennsylvania
$291K +$3.39K +20 +1%
PP
1642
PDS Planning
Ohio
$290K -$148K -874 -30%
AP
1643
Appleton Partners
Massachusetts
$290K -$26.3K -155 -7%
LFASL
1644
Lugano Financial Advisors SA (LFA)
Switzerland
$290K +$132K +776 +63%
HCM
1645
Highview Capital Management
Illinois
$289K – – –
PP
1646
Patron Partners
Texas
$289K +$21.2K +125 +7%
AIMC
1647
Alley Investment Management Company
Illinois
$288K – – –
KCPG
1648
Kavar Capital Partners Group
Kansas
$287K -$11.9K -70 -3%
MMPW
1649
Mitchell McLeod Pugh & Williams
Alabama
$287K +$338K +1,992 New
ST
1650
Spinnaker Trust
Maine
$286K -$3.67M -21,617 -92%
64 65
66
67 68