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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Aviso Wealth Management
Washington
$852K +$182K +723 +25%
OPW
1702
Oxler Private Wealth
New York
$851K -$6.81K -27 -0.7%
SPF
1703
South Plains Financial
Texas
$850K +$490K +1,942 +118%
TSW
1704
Three Seasons Wealth
Utah
$850K +$242K +958 +37%
AWAG
1705
ARS Wealth Advisors Group
Florida
$847K +$53.7K +213 +6%
HCM
1706
Howland Capital Management
Massachusetts
$845K +$28.2K +112 +3%
WAM
1707
Weiss Asset Management
Massachusetts
$845K -$31.3M -124,167 -97%
AWM
1708
Aprio Wealth Management
Georgia
$842K +$72.6K +288 +9%
SW
1709
Simplicity Wealth
New Jersey
$839K -$652K -2,585 -42%
OIM
1710
Oder Investment Management
California
$837K -$42.1K -167 -5%
SCA
1711
STALEY CAPITAL ADVISERS
Pennsylvania
$837K +$21.9K +87 +3%
CSPIA
1712
Cary Street Partners Investment Advisory
Virginia
$835K -$32.5K -129 -4%
XT
1713
XTX Topco
Cayman Islands
$832K -$2.4M -9,520 -73%
KSB
1714
Kennebec Savings Bank
Maine
$832K +$30.5K +121 +4%
FAFN
1715
First Affirmative Financial Network
Colorado
$831K +$144K +572 +19%
TAM
1716
Trillium Asset Management
Massachusetts
$831K -$115K -456 -12%
FSBI
1717
Fearless Solutions (Best Invest)
Texas
$831K -$21.2K -84 -2%
PSP
1718
Principal Street Partners
Tennessee
$831K -$334K -1,323 -27%
VI
1719
Versor Investments
New York
$830K +$883K +3,501 New
NHC
1720
Nicholas Hoffman & Company
Georgia
$829K +$10.1K +40 +1%
PCM
1721
Pointe Capital Management
Michigan
$828K +$117K +465 +15%
PFG
1722
Putney Financial Group
California
$827K -$83.5K -331 -9%
AC
1723
AXQ Capital
New Jersey
$826K +$879K +3,486 New
KIA
1724
Kraematon Investment Advisors
Massachusetts
$822K +$504 +2 +0.1%
HFA
1725
Hutchinson Financial Advisors
Virginia
$820K -$222K -882 -20%
67 68
69
70 71