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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
826
DFPG Investments
Utah
$2M +$1.75M +11,974 +654%
ZB
827
Zions Bancorporation
Utah
$1.99M -$497K -3,406 -18%
TC
828
Telemus Capital
Michigan
$1.99M -$297K -2,037 -13%
FHA
829
Flagship Harbor Advisors
Massachusetts
$1.99M +$243K +1,666 +13%
SEC
830
Seven Eight Capital
New York
$1.99M +$2.19M +14,991 New
MM
831
Meridian Management
Arkansas
$1.98M -$1.2M -8,250 -36%
BHIA
832
Birch Hill Investment Advisors
Massachusetts
$1.98M -$842K -5,768 -28%
WIC
833
Woodmont Investment Counsel
Tennessee
$1.98M +$487K +3,339 +29%
NHT
834
New Hampshire Trust
New Hampshire
$1.98M +$2.18M +14,928 New
ERWM
835
Elk River Wealth Management
Colorado
$1.97M -$352K -2,415 -14%
QFA
836
Quattro Financial Advisors
Texas
$1.97M -$1.04M -7,120 -32%
CWM
837
Cabot Wealth Management
Massachusetts
$1.96M -$96.2K -659 -4%
VCM
838
Vision Capital Management
Oregon
$1.96M -$994K -6,814 -32%
NB
839
NBT Bank
New York
$1.96M -$106K -723 -5%
QPWM
840
Quadrant Private Wealth Management
Pennsylvania
$1.95M +$2.15M +14,743 New
TC
841
Tsai Capital
New York
$1.95M -$616K -4,223 -22%
OQS
842
Occudo Quantitative Strategies
Florida
$1.95M +$2.15M +14,702 New
NFC
843
Northeast Financial Consultants
Connecticut
$1.95M +$634K +4,347 +42%
SLI
844
Sumitomo Life Insurance
Japan
$1.95M -$15.3K -105 -0.7%
BHA
845
Beech Hill Advisors
New York
$1.94M -$142K -974 -6%
BAM
846
Belpointe Asset Management
Nevada
$1.94M -$316K -2,166 -13%
CGL
847
Clarius Group LLC
Washington
$1.94M -$56.8K -389 -3%
PI
848
PFS Investments
Georgia
$1.93M -$62.7K -430 -3%
STC
849
Sarah T. Connolly
$1.93M +$40.6K +278 +2%
AAM
850
Advisors Asset Management
Colorado
$1.93M -$197K -1,352 -8%
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