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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1826
Carret Asset Management
New York
$987K -$19.1K -60 -2%
APW
1827
Austin Private Wealth
Texas
$985K +$86.5K +271 +10%
FPW
1828
Fairvoy Private Wealth
Alabama
$984K +$939K +2,943 New
KC
1829
Knuff & Co
California
$983K – – –
AFT
1830
Alpha Family Trust
California
$981K – – –
FAFN
1831
First Affirmative Financial Network
Colorado
$980K +$42.8K +134 +5%
BCM
1832
Bienville Capital Management
New York
$979K – – –
KSB
1833
Kennebec Savings Bank
Maine
$977K -$31.6K -99 -3%
PCM
1834
Pointe Capital Management
Michigan
$973K +$7.66K +24 +0.8%
RWM
1835
Riverbend Wealth Management
South Carolina
$969K +$923K +2,892 New
CM
1836
Capula Management
Cayman Islands
$967K +$895K +2,803 +3,114%
MWA
1837
Midland Wealth Advisors
Illinois
$965K -$37.7K -118 -4%
APGDR
1838
Absoluto Partners Gestao de Recursos
Brazil
$965K +$464K +1,455 +102%
CIG
1839
Cascade Investment Group
Colorado
$961K +$20.7K +65 +2%
PHIC
1840
Pine Haven Investment Counsel
Massachusetts
$961K +$31.9K +100 +4%
TPW
1841
Talon Private Wealth
Florida
$961K +$474K +1,484 +107%
EI
1842
Ecofi Investissements
France
$960K -$223K -700 -18%
SB
1843
Sunflower Bank
Texas
$960K +$30.6K +96 +3%
W
1844
WealthCollab
Washington
$959K +$714K +2,237 +355%
AWAG
1845
ARS Wealth Advisors Group
Florida
$959K +$5.11K +16 +0.6%
PFBT
1846
Parkside Financial Bank & Trust
Missouri
$958K -$52.7K -165 -5%
RMDI
1847
R.M. Davis Inc
Maine
$958K -$11.5K -36 -1%
MFS
1848
Mattson Financial Services
Michigan
$957K +$1.11M +3,490 +43,625%
EHWM
1849
Eads & Heald Wealth Management
Georgia
$957K +$6.38K +20 +0.7%
KA
1850
Klingman & Associates
New York
$955K +$24.6K +77 +3%
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