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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1001
Birinyi Associates
Connecticut
$2.69M -$733K -2,885 -23%
WA
1002
Winfield Associates
Ohio
$2.67M +$137K +540 +6%
DPIM
1003
Duff & Phelps Investment Management
Illinois
$2.63M -$29.7K -117 -1%
FDS
1004
Freedom Day Solutions
Texas
$2.62M +$48.8K +192 +2%
NAMP
1005
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.62M -$43.2K -170 -2%
AL
1006
Aspiriant LLC
California
$2.61M +$79.5K +313 +3%
AWM
1007
Altium Wealth Management
New York
$2.6M +$56.1K +221 +2%
IWS
1008
Insight Wealth Strategies
California
$2.6M +$76.4K +301 +3%
AFP
1009
Ausdal Financial Partners
Iowa
$2.59M +$649K +2,555 +37%
SC
1010
Sawyer & Company
Massachusetts
$2.58M +$71.1K +280 +3%
ED
1011
Exane Derivatives
France
$2.57M +$21.1K +83 +0.9%
S
1012
Seeyond
France
$2.56M -$294K -1,156 -11%
AWAG
1013
ARS Wealth Advisors Group
Florida
$2.56M +$2.4M +9,432 New
CI
1014
Conning Inc
Connecticut
$2.55M -$241K -949 -9%
WANY
1015
Wealthspire Advisors (New York)
New York
$2.54M +$2.04M +8,032 +610%
TPCW
1016
TD Private Client Wealth
New York
$2.53M -$78.5K -309 -3%
PMG
1017
ProVise Management Group
Florida
$2.51M +$25.1K +99 +1%
GCAC
1018
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.51M +$124K +490 +6%
MMC
1019
Mizuho Markets Cayman
Cayman Islands
$2.5M -$7.04M -27,729 -75%
IFWM
1020
Institute for Wealth Management
Colorado
$2.5M +$27.9K +110 +1%
MMA
1021
Miracle Mile Advisors
California
$2.5M +$254K +1,001 +12%
ECU
1022
Eisler Capital (UK)
United Kingdom
$2.49M +$2.33M +9,170 New
I
1023
INVST
Indiana
$2.48M +$50.5K +199 +2%
TCM
1024
Teza Capital Management
Illinois
$2.46M -$1.19M -4,681 -34%
STC
1025
Sarah T. Connolly
$2.46M +$3.05K +12 +0.1%
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