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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFC
901
Northeast Financial Consultants
Connecticut
$2.89M +$639K +2,959 +26%
CA
902
Callahan Advisors
Texas
$2.88M +$657K +3,039 +27%
RC
903
Roundview Capital
New Jersey
$2.84M -$135K -627 -4%
GWM
904
Geneos Wealth Management
Colorado
$2.84M +$224K +1,037 +8%
HIA
905
Harbor Investment Advisory
Maryland
$2.84M -$54.9K -254 -0.8%
FMAEN1
906
Fund Management at Engine No 1
California
$2.82M +$256K +1,185 +9%
CA
907
Clearstead Advisors
Ohio
$2.82M -$25.7K -119 -0.8%
FIA
908
Foundations Investment Advisors
Arizona
$2.82M +$475K +2,198 +19%
BHA
909
Beech Hill Advisors
New York
$2.82M -$13K -60 -0.4%
KWA
910
Kingswood Wealth Advisors
California
$2.82M -$216K -1,001 -19%
TA
911
TKG Advisors
Indiana
$2.8M -$49.3K -228 -2%
CI
912
Cavalier Investments
Georgia
$2.8M +$106K +489 +4%
CG
913
Cutler Group
California
$2.78M -$194K -896 -6%
WCM
914
Wunderlich Capital Managemnt
Tennessee
$2.78M -$8.86K -41 -0.3%
AWM
915
Apollon Wealth Management
South Carolina
$2.77M +$38.2K +177 +1%
HZ
916
Hixon Zuercher
Ohio
$2.76M +$151K +698 +5%
AF
917
Allworth Financial
California
$2.76M +$95.1K +440 +3%
KIA
918
Knollwood Investment Advisory
Maryland
$2.76M +$1.58M +7,300 +115%
RDWM
919
Red Door Wealth Management
Tennessee
$2.76M -$718K -3,321 -20%
MYAM
920
Meiji Yasuda Asset Management
Japan
$2.75M +$224K +1,039 +8%
PI
921
PEAK6 Investments
Illinois
$2.75M +$2.93M +13,581 +339,525%
NB
922
NBT Bank
New York
$2.75M -$199K -922 -6%
LAS
923
Lloyd Advisory Services
Georgia
$2.75M +$2.93M +13,574 New
NG
924
Norden Group
Utah
$2.75M +$2.93M +13,574 New
ADL
925
Asset Dedication LLC
California
$2.73M +$44.5K +206 +2%
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