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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RFL
801
RD Finance Ltd
Cyprus
$3.89M +$1.7M +8,200 +65%
AA
802
ALPS Advisors
Colorado
$3.88M +$258K +1,243 +6%
GXJ
803
Global X Japan
Japan
$3.84M +$182K +879 +4%
FFBTD
804
First Financial Bank - Trust Division
Ohio
$3.83M +$110K +530 +3%
VFA
805
Valeo Financial Advisors
Indiana
$3.82M -$2.18M -10,502 -34%
BHWM
806
Bar Harbor Wealth Management
New Hampshire
$3.8M +$1.5M +7,221 +55%
LTAS
807
Linden Thomas Advisory Services
North Carolina
$3.78M -$234K -1,130 -5%
AWA
808
Acumen Wealth Advisors
Tennessee
$3.78M -$418K -2,017 -9%
PFU
809
Parus Finance (UK)
United Kingdom
$3.77M +$13.7K +66 +0.3%
CCA
810
Checchi Capital Advisers
California
$3.76M +$1.24M +6,000 +42%
RCM
811
RB Capital Management
Nevada
$3.76M -$139K -669 -3%
ACM
812
Alight Capital Management
New York
$3.73M -$6.11M -29,500 -60%
NAMM
813
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.72M -$2.31M -11,143 -36%
CIG
814
Consolidated Investment Group
Colorado
$3.72M +$122K +590 +3%
CHAM
815
Clear Harbor Asset Management
Connecticut
$3.71M +$2.37M +11,415 +135%
BIAS
816
Beacon Investment Advisory Services
New Jersey
$3.7M -$113K -545 -3%
PIA
817
Petredis Investment Advisors
Pennsylvania
$3.67M -$13.5K -65 -0.3%
AG
818
Ascent Group
Virginia
$3.66M -$571K -2,758 -12%
GSEP
819
Golden State Equity Partners
California
$3.64M -$242K -1,167 -6%
MW
820
Maia Wealth
Colorado
$3.63M +$795K +3,838 +25%
NGA
821
Naples Global Advisors
Florida
$3.62M -$178K -859 -4%
DAS
822
Dynamic Advisor Solutions
Arizona
$3.62M +$422K +2,039 +12%
CCWM
823
Correct Capital Wealth Management
Missouri
$3.61M +$1.03M +4,969 +35%
ISB
824
Iowa State Bank
Iowa
$3.61M +$236K +1,141 +6%
SC
825
Sawyer & Company
Massachusetts
$3.58M -$20.5K -99 -0.5%
31 32
33
34 35