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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LW
851
Linscomb Wealth
Texas
$2.91M +$40.1K +165 +1%
CIA
852
Capital Impact Advisors
Massachusetts
$2.89M -$243K -1,000 -7%
JAMH
853
Junson Asset Management (HK)
Hong Kong
$2.89M +$3.16M +13,000 New
OPS
854
Orion Portfolio Solutions
Nebraska
$2.89M +$986K +4,056 +45%
PRWA
855
Platte River Wealth Advisors
Colorado
$2.89M +$544K +2,239 +21%
SA
856
Strategic Advisors
New York
$2.88M +$657K +2,702 +26%
ACM
857
Alpha Capital Management
Texas
$2.88M +$218K +896 +7%
P
858
Pitcairn
Pennsylvania
$2.88M -$3.46M -14,231 -52%
CI
859
Conning Inc
Connecticut
$2.87M +$9.73K +40 +0.3%
AL
860
Aspiriant LLC
California
$2.87M +$345K +1,418 +12%
GCM
861
Gladius Capital Management
Illinois
$2.86M +$2.7M +11,122 +647%
TC
862
Telemus Capital
Michigan
$2.83M +$1.06M +4,345 +52%
ERWM
863
Elk River Wealth Management
Colorado
$2.81M +$3.07M +12,635 New
WAOTB
864
Wealth Advisors of Tampa Bay
Florida
$2.8M -$356K -1,463 -10%
EI
865
Ethic Inc
New York
$2.77M +$548K +2,253 +22%
BB
866
Berkshire Bank
Massachusetts
$2.75M +$90K +370 +3%
NB
867
NBT Bank
New York
$2.75M +$189K +778 +7%
IPAM
868
ICICI Prudential Asset Management
India
$2.75M +$3M +12,340 New
MF
869
Magnetar Financial
Illinois
$2.74M +$2.06M +8,476 +220%
AAS
870
Annex Advisory Services
Wisconsin
$2.74M +$2.7M +11,083 +909%
CGL
871
Clarius Group LLC
Washington
$2.74M +$471K +1,937 +19%
BCCM
872
Bridge Creek Capital Management
Massachusetts
$2.71M +$5.77M +23,726 +141%
LNC
873
Lincoln National Corp
Pennsylvania
$2.71M -$731K -3,008 -20%
DAS
874
Dynamic Advisor Solutions
Arizona
$2.7M -$338K -1,390 -10%
TFS
875
Thoroughbred Financial Services
Tennessee
$2.69M +$1.2M +4,949 +69%
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