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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSI
1651
Cross Staff Investments
New York
$584K +$646K +2,300 New
EWA
1652
Evolution Wealth Advisors
Florida
$582K -$12.9K -46 -2%
PFM
1653
Parsec Financial Management
North Carolina
$582K – – –
CIM
1654
CIM Investment Management
Pennsylvania
$581K -$449K -1,599 -41%
AP
1655
Americana Partners
Texas
$581K -$156K -556 -20%
PFBT
1656
Parkside Financial Bank & Trust
Missouri
$581K +$42.4K +151 +7%
AWM
1657
Accel Wealth Management
Iowa
$581K +$76.1K +271 +13%
CG
1658
Corundum Group
Colorado
$580K +$83.2K +296 +15%
DFA
1659
Delta Financial Advisors
Louisiana
$580K +$214K +760 +50%
ISWM
1660
Independent Solutions Wealth Management
New York
$580K +$66.3K +236 +12%
CL
1661
Choreo LLC
Illinois
$578K +$236K +841 +59%
DWM
1662
Drive Wealth Management
Utah
$578K +$640K +2,276 New
XT
1663
XTX Topco
Cayman Islands
$575K +$635K +2,261 New
AIM
1664
Anchor Investment Management
South Carolina
$575K -$16K -57 -2%
RMCM
1665
Reynders McVeigh Capital Management
Massachusetts
$574K -$281 -1 -0%
RWP
1666
RWA Wealth Partners
Massachusetts
$573K +$10.7K +38 +2%
ACH
1667
ArrowMark Colorado Holdings
Colorado
$570K – – –
LIM
1668
Leavell Investment Management
Alabama
$570K +$121K +430 +24%
MS
1669
Mizuho Securities
Japan
$568K -$1.04M -3,691 -62%
WOC
1670
West Oak Capital
California
$567K -$4.21K -15 -0.7%
BFM
1671
Boston Financial Management
Massachusetts
$567K +$21.4K +76 +4%
SCI
1672
S&CO Inc
Massachusetts
$566K -$108K -385 -15%
HCM
1673
Hengehold Capital Management
Ohio
$566K -$3.37K -12 -0.5%
LFA
1674
Legacy Financial Advisors
Kentucky
$565K +$173K +615 +38%
FMWA
1675
Forvis Mazars Wealth Advisors
Missouri
$556K +$387K +1,379 +170%
65 66
67
68 69