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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MMM
2426
Mendel Money Management
Illinois
$279K -$55.2K -222 -17%
CFO
2427
Collective Family Office
Pennsylvania
$279K +$12.2K +49 +5%
5NPW
2428
55 North Private Wealth
Florida
$279K +$261K +1,052 New
BI
2429
Beckerman Institutional
New Jersey
$278K +$261K +1,050 New
CIP
2430
Castlefield Investment Partners
$277K +$260K +1,047 New
MFS
2431
Madrona Financial Services
Washington
$277K -$2.48K -10 -0.9%
GCS
2432
Gordian Capital (Singapore)
Singapore
$276K – – –
SPC
2433
Spirepoint Private Client
Florida
$276K +$35.8K +144 +16%
DIP
2434
DT Investment Partners
Pennsylvania
$275K +$46.5K +187 +22%
TFA
2435
Tranquilli Financial Advisor
New Jersey
$275K +$258K +1,038 New
BWM
2436
BCS Wealth Management
Tennessee
$274K +$257K +1,036 New
LRIA
2437
Leonard Rickey Investment Advisors
Washington
$274K -$1.99K -8 -0.8%
HIS
2438
Harvest Investment Services
Illinois
$274K +$257K +1,035 New
OL
2439
one8zero8 LLC
North Carolina
$273K -$68.3K -275 -21%
IAS
2440
Integrity Advisory Solutions
Texas
$273K -$57.2K -230 -18%
LIA
2441
LBMC Investment Advisors
Tennessee
$272K – – –
OPF
2442
Old Peak Finance
North Carolina
$272K +$255K +1,028 New
FFG
2443
Frisch Financial Group
New York
$272K +$497 +2 +0.2%
FIBOI
2444
First International Bank of Israel
$271K +$254K +1,024 New
TCOO
2445
Trust Company of Oklahoma
Oklahoma
$271K – – –
CWA
2446
Canvas Wealth Advisors
Kansas
$270K – – –
TWM
2447
TriaGen Wealth Management
California
$270K -$41.5K -167 -14%
SFG
2448
SevenBridge Financial Group
Pennsylvania
$269K -$99.7K -401 -25%
TCMP
2449
Thrive Capital Management (Pennsylvania)
Pennsylvania
$269K -$12.2K -49 -5%
MWP
2450
Meriwether Wealth & Planning
Louisiana
$269K -$25.8K -104 -9%
96 97
98
99 100