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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
2051
Covenant Partners
Tennessee
$546K – – –
AIMC
2052
Alley Investment Management Company
Illinois
$545K – – –
CI
2053
Corient IA
Florida
$545K – – –
FA
2054
FF Advisors
California
$543K +$11.5K +43 +2%
PCM
2055
Poehling Capital Management
Wisconsin
$542K +$20.1K +75 +4%
AWM
2056
Accel Wealth Management
Iowa
$542K -$6.95K -26 -1%
SFG
2057
Synergy Financial Group
California
$542K -$36.9K -138 -6%
BMWS
2058
Brady Martz Wealth Solutions
North Dakota
$540K -$9.89K -37 -2%
NRC
2059
New Republic Capital
North Carolina
$540K +$6.42K +24 +1%
CA
2060
CoreCap Advisors
Michigan
$539K -$863K -3,228 -62%
FFA
2061
Florida Financial Advisors
Florida
$539K +$68.4K +256 +15%
WWA
2062
Wisconsin Wealth Advisors
Wisconsin
$538K +$37.4K +140 +8%
EL
2063
EWA LLC
Pennsylvania
$538K -$35K -131 -6%
KIC
2064
Kensington Investment Counsel
California
$538K – – –
TC
2065
Trilogy Capital
California
$537K -$9.09K -34 -2%
GSB
2066
Greenfield Savings Bank
Massachusetts
$536K +$89.3K +334 +20%
WHCI
2067
W.H. Cornerstone Investments
Massachusetts
$535K -$159K -593 -23%
ORI
2068
Oak Ridge Investments
Illinois
$534K -$535 -2 -0.1%
AWAP
2069
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$531K +$5.35K +20 +1%
SAM
2070
Strive Asset Management
Ohio
$531K -$343K -1,283 -40%
BCG
2071
Breakwater Capital Group
New Jersey
$531K +$5.35K +20 +1%
AA
2072
Armis Advisers
Georgia
$530K +$113K +421 +26%
WPWM
2073
Western Pacific Wealth Management
Illinois
$530K -$41.2K -154 -7%
TCM
2074
Telos Capital Management
California
$528K +$102K +383 +25%
RS
2075
Rakuten Securities
Japan
$528K +$205K +767 +66%
81 82
83
84 85