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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1876
Advisor OS
Illinois
$665K +$46.2K +186 +8%
WCA
1877
Westover Capital Advisors
Delaware
$665K -$14.9K -60 -2%
MIM
1878
Moseley Investment Management
Florida
$663K -$215K -867 -26%
SPM
1879
Symmetry Peak Management
Pennsylvania
$662K +$621K +2,500 New
CUAMC
1880
China Universal Asset Management Company
China
$658K +$10.7K +43 +2%
FFO
1881
Fiduciary Family Office
Florida
$656K +$1.49K +6 +0.2%
GCM
1882
Gallacher Capital Management
Colorado
$656K -$208K -836 -25%
TNA
1883
True North Advisors
Texas
$656K -$1.98M -7,977 -76%
BWM
1884
BankPlus Wealth Management
Mississippi
$656K +$45K +181 +8%
MEG
1885
Millstone Evans Group
Colorado
$654K +$21.1K +85 +4%
KCIC
1886
Kuhn & Co Investment Counsel
Illinois
$654K +$5.47K +22 +0.9%
AIM
1887
Advyzon Investment Management
Illinois
$653K +$175K +705 +40%
BOJHT
1888
Bank of Jackson Hole Trust
Wyoming
$652K +$85.2K +343 +16%
FWP
1889
FAS Wealth Partners
Kansas
$650K -$994 -4 -0.2%
BWM
1890
Baron Wealth Management
Michigan
$650K -$98.7K -397 -14%
CAM
1891
Cidel Asset Management
Ontario, Canada
$649K -$374K -1,504 -38%
SIM
1892
Sentry Investment Management
Wisconsin
$648K – – –
ACGA
1893
Atlanta Consulting Group Advisors
Georgia
$647K -$746 -3 -0.1%
MWA
1894
MN Wealth Advisors
Kansas
$647K +$607K +2,441 New
WWWM
1895
White Wing Wealth Management
Texas
$646K +$606K +2,440 New
RBFC
1896
Roman Butler Fullerton & Co
Missouri
$646K -$308K -1,238 -30%
FFO
1897
Fortitude Family Office
Arizona
$646K -$12.2K -49 -2%
PWM
1898
Purus Wealth Management
California
$645K +$18.4K +74 +3%
WI
1899
WrapManager Inc
California
$645K -$103K -415 -15%
OFS
1900
OneAscent Financial Services
Alabama
$645K +$76K +306 +14%
74 75
76
77 78