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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2551
GW&K Investment Management
Massachusetts
$145K -$35.6K -141 -19%
HWM
2552
Hemington Wealth Management
Virginia
$143K -$43.9K -174 -22%
GC
2553
Globeflex Capital
California
$142K -$2.98M -11,824 -95%
PAG
2554
Paladin Advisory Group
Iowa
$140K -$216K -856 -59%
PGAM
2555
Princeton Global Asset Management
New Jersey
$140K -$1.51M -5,982 -91%
DMBA
2556
Deseret Mutual Benefit Administrators
Utah
$137K +$23K +91 +19%
ORAM
2557
One River Asset Management
Connecticut
$136K +$144K +569 New
TF
2558
Tompkins Financial
New York
$135K – – –
BCPWM
2559
Bradley & Co Private Wealth Management
Florida
$134K -$13.6K -54 -9%
PWAM
2560
Private Wealth Asset Management
Iowa
$130K +$1.26K +5 +0.9%
FDW
2561
Fourth Dimension Wealth
Ohio
$124K +$37.3K +148 +39%
OP
2562
ORG Partners
Indiana
$122K -$78.9K -313 -38%
PW
2563
Pandora Wealth
Illinois
$121K -$5.3K -21 -4%
MWM
2564
Mascoma Wealth Management
New Hampshire
$120K -$2.52K -10 -2%
LCM
2565
Lattice Capital Management
Washington
$119K -$110K -438 -47%
OIA
2566
Optimum Investment Advisors
Illinois
$119K – – –
1IA
2567
1620 Investment Advisors
Massachusetts
$118K +$98.1K +389 +357%
JWM
2568
JPL Wealth Management
Colorado
$117K +$125K +495 New
BCM
2569
Boreal Capital Management
Florida
$117K -$98.9K -392 -44%
BIA
2570
Bell Investment Advisors
California
$116K +$3.53K +14 +3%
AT
2571
Arlington Trust
Alabama
$115K +$3.28K +13 +3%
SL
2572
Salomon & Ludwin
Virginia
$114K +$120K +476 New
FDCP
2573
Foster Dykema Cabot & Partners
Massachusetts
$113K +$20.2K +80 +20%
VFM
2574
Vision Financial Markets
Connecticut
$113K +$252 +1 +0.2%
FFA
2575
Frazier Financial Advisors
Ohio
$111K +$252 +1 +0.2%
101 102
103
104 105