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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
1676
Clear Trail Advisors
Texas
$430K -$17.8K -101 -4%
OIM
1677
Oder Investment Management
California
$429K -$27.4K -156 -5%
AU
1678
AlphaGrep UK
$428K -$112K -636 -19%
BWM
1679
BlackDiamond Wealth Management
New York
$428K +$81.1K +461 +27%
DI
1680
Diligent Investors
California
$427K +$68.8K +391 +17%
TAM
1681
Trillium Asset Management
Massachusetts
$427K -$31.1K -177 -6%
MF
1682
Milford Funds
$426K -$86.7M -493,262 -99%
V
1683
VeraBank
Texas
$426K -$282K -1,601 -37%
BFIM
1684
Beese Fulmer Investment Management
Ohio
$426K -$391K -2,222 -45%
CCFM
1685
Clear Creek Financial Management
Washington
$426K -$21.3K -121 -4%
MWM
1686
Manske Wealth Management
Texas
$425K +$477K +2,710 New
CCM
1687
Chilton Capital Management
Texas
$424K -$68.1K -387 -13%
TWP
1688
Triad Wealth Partners
Kansas
$424K +$148K +840 +58%
JGUA
1689
John G. Ullman & Associates
New York
$423K -$982K -5,583 -67%
MSWM
1690
McGlone Suttner Wealth Management
Wisconsin
$422K +$9.14K +52 +2%
MFA
1691
Mayflower Financial Advisors
Massachusetts
$422K -$44.8K -255 -9%
WAOI
1692
Wealth Advisors of Iowa
Iowa
$422K -$34.5K -196 -7%
FIA
1693
FNY Investment Advisers
New York
$420K +$15.3K +87 +3%
VCM
1694
Versant Capital Management
Arizona
$418K -$149K -845 -24%
MPI
1695
Mairs & Power Inc
Minnesota
$416K -$8.32M -47,340 -95%
GRWP
1696
Green Ridge Wealth Planning
New Jersey
$416K -$112K -638 -19%
BOM
1697
Bank of Marin
California
$416K -$25.8K -147 -5%
PWP
1698
Phillips Wealth Planners
Mississippi
$415K -$17.4K -99 -4%
KFS
1699
Kaizen Financial Strategies
California
$415K -$246K -1,397 -35%
ZI
1700
ZEGA Investments
Florida
$415K +$33.8K +192 +8%
66 67
68
69 70