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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GGA
1726
Granite Group Advisors
Connecticut
$662K +$490K +2,164 New
IA
1727
IAM Advisory
Pennsylvania
$662K +$6.79K +30 +1%
FFC
1728
First Financial Corp
Indiana
$660K -$5.21K -23 -0.9%
WCFA
1729
Walkner Condon Financial Advisors
Wisconsin
$658K -$29.9K -132 -5%
MS
1730
Mizuho Securities
Japan
$658K +$498K +2,200 +733%
PI
1731
Parkside Investments
Illinois
$658K +$566K +2,500 New
SC
1732
Solstein Capital
California
$654K – – –
CF
1733
Copperwynd Financial
Arizona
$654K +$18.3K +81 +3%
KCIC
1734
Kuhn & Co Investment Counsel
Illinois
$653K +$561K +2,481 New
MW
1735
Maia Wealth
Colorado
$653K +$561K +2,481 New
SSWM
1736
Sheets Smith Wealth Management
North Carolina
$653K +$96.6K +427 +21%
WCM
1737
Weaver Capital Management
Georgia
$651K +$560K +2,474 New
TCM
1738
Telos Capital Management
California
$649K +$559K +2,468 New
VNA
1739
Valley National Advisers
Pennsylvania
$648K +$21.7K +96 +4%
GWM
1740
Greenwich Wealth Management
Connecticut
$648K +$45K +199 +9%
HL
1741
HeadInvest LLC
Maine
$645K -$12.9K -57 -2%
CIAS
1742
Capital Investment Advisory Services
North Carolina
$639K +$35.3K +156 +7%
RIM
1743
Rakuten Investment Management
Japan
$639K +$545K +2,406 New
CIM
1744
CIM Investment Management
Pennsylvania
$638K +$73.8K +326 +16%
IDBONY
1745
Israel Discount Bank of New York
New York
$637K -$183K -810 -25%
BRIA
1746
Balanced Rock Investment Advisors
Massachusetts
$636K +$547K +2,418 New
CP
1747
Castleview Partners
Texas
$634K +$7.02K +31 +1%
NWMG
1748
National Wealth Management Group
Ohio
$633K +$34.4K +152 +7%
HCM
1749
Hengehold Capital Management
Ohio
$633K -$22.6K -100 -4%
MA
1750
MONECO Advisors
Connecticut
$633K +$165K +731 +44%
68 69
70
71 72