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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
2576
Frazier Financial Advisors
Ohio
$111K +$252 +1 +0.2%
BDL
2577
Banque de Luxembourg
Luxembourg
$109K -$23K -91 -17%
BHWM
2578
Beaird Harris Wealth Management
Texas
$106K +$2.77K +11 +3%
MAM
2579
Magellan Asset Management
Australia
$106K -$19.7M -78,240 -99%
AIM
2580
Arcadia Investment Management
Michigan
$105K -$107K -425 -49%
OAJ
2581
Ogorek Anthony Joseph
New York
$102K +$2.77K +11 +3%
AP
2582
Atwood & Palmer
Missouri
$96.8K – – –
RPA
2583
Redwood Park Advisors
California
$96.6K +$252 +1 +0.2%
DFA
2584
DHJJ Financial Advisors
Illinois
$95.5K – – –
FMP
2585
Financial Management Professionals
Texas
$94.4K -$3.53K -14 -3%
EPW
2586
Evergreen Private Wealth
Colorado
$93.6K – – –
PWMG
2587
Private Wealth Management Group
New Jersey
$92K +$1.01K +4 +1%
GAG
2588
Goodman Advisory Group
Massachusetts
$90.5K -$127K -504 -57%
NEWAS
2589
N.E.W. Advisory Services
Wisconsin
$87.4K +$9.58K +38 +11%
AWM
2590
AllSquare Wealth Management
New York
$87.2K -$189K -750 -67%
WA
2591
WPG Advisers
Maryland
$86K +$16.1K +64 +21%
FPB
2592
First PREMIER Bank
South Dakota
$86K +$3.78K +15 +4%
WSC
2593
Wellington Shields & Co
New York
$85.6K – – –
UOTTAIMCU
2594
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$85.3K -$1.68M -6,648 -95%
CWM
2595
Consultiva Wealth Management
Puerto Rico
$83.2K – – –
JAM
2596
JCIC Asset Management
Ontario, Canada
$80.6K +$85.8K +340 New
GA
2597
Guerra Advisors
Florida
$80.4K +$85.5K +339 New
CSC
2598
Caldwell Sutter Capital
California
$80.3K -$32.8K -130 -28%
SWIM
2599
Smallwood Wealth Investment Management
New Jersey
$80.2K -$7.31K -29 -8%
SMFG
2600
Sumitomo Mitsui Financial Group
Japan
$79.2K +$81.5K +323 New
102 103
104
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