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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIC
1751
Integrated Investment Consultants
Michigan
$952K +$633K +2,036 +135%
FSBI
1752
Fearless Solutions (Best Invest)
Texas
$950K +$7.15K +23 +0.7%
TBT
1753
Texas Bank & Trust
Texas
$950K -$26.7K -86 -2%
MFA
1754
Mayflower Financial Advisors
Massachusetts
$948K -$2.49K -8 -0.2%
SIG
1755
Sky Investment Group
Connecticut
$947K +$933 +3 +0.1%
IAIM
1756
International Assets Investment Management
Florida
$944K +$51.6K +166 +5%
OFS
1757
OneAscent Financial Services
Alabama
$943K +$135K +434 +14%
FAM
1758
Formidable Asset Management
Ohio
$943K +$88.3K +284 +9%
MTWM
1759
Masso Torrence Wealth Management
New Jersey
$940K +$37.9K +122 +4%
IPAM
1760
Investment Partners Asset Management
New Jersey
$936K +$14K +45 +1%
MI
1761
Motiv8 Investments
Florida
$936K -$70.9K -228 -6%
SF
1762
Symphony Financial
Texas
$934K -$3.71M -11,930 -76%
CAU
1763
Caxton Associates (UK)
$934K +$1.08M +3,479 New
RF
1764
Roxbury Financial
New Jersey
$931K -$19K -61 -2%
RIL
1765
Rothschild Investment LLC
Illinois
$931K -$16.8K -54 -2%
WFAG
1766
Worth Financial Advisory Group
North Carolina
$931K +$334K +1,074 +45%
HCM
1767
Howland Capital Management
Massachusetts
$930K +$528K +1,696 +96%
KIA
1768
Kraematon Investment Advisors
Massachusetts
$929K -$10.6K -34 -1%
UCB
1769
United Community Bank
South Carolina
$927K +$128K +413 +14%
HVCM
1770
Hel Ved Capital Management
Hong Kong
$926K -$1.43M -4,598 -57%
WPW
1771
Waldron Private Wealth
Pennsylvania
$925K -$1.19M -3,811 -53%
SS
1772
Sunbelt Securities
Texas
$920K -$135K -434 -11%
EMB
1773
Elefante Mark B
$917K +$530K +1,703 +99%
IIC
1774
Ironwood Investment Counsel
Arizona
$913K +$24.6K +79 +2%
SWA
1775
Sax Wealth Advisors
New Jersey
$911K +$9.64K +31 +0.9%
69 70
71
72 73