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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2026
Delta Investment Management
California
$564K -$50.4K -162 -7%
WPWM
2027
Western Pacific Wealth Management
Illinois
$562K -$9.95K -32 -2%
FNBT
2028
FineMark National Bank & Trust
Florida
$561K +$151K +485 +30%
RBWA
2029
RFG - Bristol Wealth Advisors
Massachusetts
$561K -$15.9K -51 -2%
EP
2030
Edgestream Partners
New Jersey
$561K -$723K -2,326 -53%
DOA
2031
D'Orazio & Associates
Virginia
$560K +$23.3K +75 +4%
RFN
2032
Redwood Financial Network
Ohio
$560K +$43.2K +139 +7%
GF
2033
Gabelli Funds
New York
$560K +$24.9K +80 +4%
SMA
2034
Seven Mile Advisory
New Jersey
$560K +$100K +323 +18%
SFG
2035
SevenBridge Financial Group
Pennsylvania
$557K -$119K -381 -17%
MFG
2036
Magnus Financial Group
New York
$556K -$66.2K -213 -9%
SC
2037
Saiph Capital
New Jersey
$556K +$933 +3 +0.1%
TSMHT
2038
Thurston Springer Miller Herd & Titak
Indiana
$556K +$202K +650 +46%
AA
2039
Addison Advisors
Vermont
$554K +$2.49K +8 +0.4%
WMA
2040
West Michigan Advisors
Michigan
$553K -$3.57M -11,491 -85%
NAS
2041
NWF Advisory Services
California
$553K -$194K -624 -23%
IWA
2042
IVC Wealth Advisors
Pennsylvania
$552K +$101K +324 +19%
BTW
2043
Boston Trust Walden
Massachusetts
$552K – – –
MAM
2044
Meeder Asset Management
Ohio
$551K +$32K +103 +5%
RGC
2045
Roberts, Glore & Co
Illinois
$551K +$18K +58 +3%
FEG
2046
Financial Enhancement Group
Indiana
$549K +$701K +2,254 New
TSS
2047
Two Sigma Securities
New York
$545K -$194K -625 -24%
RAM
2048
Readystate Asset Management
Illinois
$544K +$631K +2,028 New
VCWM
2049
Vista Cima Wealth Management
Arizona
$544K – – –
PA
2050
Perennial Advisors
New York
$544K +$630K +2,027 New
80 81
82
83 84