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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
1676
Kestra Investment Management
Texas
$587K +$197K +953 +44%
RIG
1677
Ramiah Investment Group
Wisconsin
$586K +$259K +1,252 +66%
OWCM
1678
One Wealth Capital Management
Arizona
$586K +$280K +1,353 +72%
OFG
1679
Oxford Financial Group
Indiana
$586K +$352K +1,698 +118%
AWM
1680
Aviso Wealth Management
Washington
$585K -$60.5K -292 -9%
EWM
1681
Evermay Wealth Management
Virginia
$584K -$77.7K -375 -11%
PHIC
1682
Pine Haven Investment Counsel
Massachusetts
$583K -$6.22K -30 -1%
CA
1683
Carson Advisory
Georgia
$582K +$59.3K +286 +10%
CC
1684
Cornerstone Capital
California
$580K +$644K +3,106 New
AWAG
1685
ARS Wealth Advisors Group
Florida
$578K -$61.5K -297 -9%
CCM
1686
Chilton Capital Management
Texas
$578K -$21M -101,208 -97%
PWM
1687
Palacios Wealth Management
Florida
$575K -$200K -966 -23%
FC
1688
Fjell Capital
North Dakota
$573K +$4.56K +22 +0.7%
WAG
1689
Wallace Advisory Group
California
$573K +$217K +1,047 +52%
WWWM
1690
White Wing Wealth Management
Texas
$572K +$129K +622 +25%
LA
1691
LVW Advisors
New York
$572K +$216K +1,044 +52%
PF
1692
Prota Financial
Texas
$571K +$225K +1,087 +55%
MCWA
1693
Meadow Creek Wealth Advisors
Georgia
$571K -$86.2K -416 -12%
SRC
1694
Sage Rhino Capital
California
$569K -$3.73K -18 -0.6%
NAMNJ
1695
NorthStar Asset Management (New Jersey)
New Jersey
$565K -$598K -2,888 -49%
FB
1696
First Bancorp
Maine
$565K -$48.5K -234 -7%
TWIM
1697
TIAA Wealth Investment Management
New York
$562K +$623K +3,009 New
RS
1698
Rakuten Securities
Japan
$560K +$225K +1,086 +57%
ISS
1699
Intesa Sanpaolo SpA.
Italy
$560K -$5.8M -27,992 -90%
GWS
1700
Greykasell Wealth Strategies
California
$555K -$197K -949 -24%
66 67
68
69 70