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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
1051
IHT Wealth Management
Illinois
$1.59M +$66K +391 +5%
PTC
1052
Private Trust Company
Ohio
$1.59M +$184K +1,092 +16%
GITFIT
1053
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.59M -$206K -1,222 -13%
KFS
1054
Kaizen Financial Strategies
California
$1.58M -$57.8K -342 -4%
JDR
1055
Jay D. Rosenbaum
$1.58M +$112K +661 +9%
SFP
1056
Shepherd Financial Partners
Massachusetts
$1.58M +$317K +1,875 +31%
KA
1057
Kovack Advisors
Florida
$1.57M -$177K -1,045 -12%
AF
1058
Allworth Financial
California
$1.57M +$377K +2,233 +40%
HI
1059
Harbour Investments
Wisconsin
$1.57M +$67.7K +401 +5%
IAIM
1060
Industrial Alliance Investment Management
Quebec, Canada
$1.55M -$5.53M -32,760 -81%
DWA
1061
Douglass Winthrop Advisors
New York
$1.55M -$5.37M -31,815 -80%
CCG
1062
Cypress Capital Group
Florida
$1.54M -$235K -1,389 -15%
VRS
1063
Virginia Retirement Systems
Virginia
$1.54M -$6.76M -39,999 -84%
KTC
1064
Kistler-Tiffany Companies
Pennsylvania
$1.53M +$12.5K +74 +1%
ARMT
1065
Amica Retiree Medical Trust
Rhode Island
$1.53M -$394K -2,330 -23%
NP
1066
Nilsine Partners
Colorado
$1.53M +$1.29M +7,647 New
YIA
1067
YHB Investment Advisors
Connecticut
$1.53M +$289K +1,710 +29%
FAIM
1068
Financial Advocates Investment Management
Washington
$1.52M -$39K -231 -3%
CRIG
1069
Charter Research & Investment Group
Connecticut
$1.52M -$3.38K -20 -0.3%
SAM
1070
Steinberg Asset Management
New York
$1.52M -$11.5K -68 -0.9%
SV
1071
Sturgeon Ventures
United Kingdom
$1.51M +$1.28M +7,550 New
RAG
1072
RIA Advisory Group
Iowa
$1.5M +$1.26M +7,481 New
DEA
1073
DoubleLine ETF Adviser
Florida
$1.5M +$209K +1,238 +20%
IM
1074
Islet Management
New York
$1.5M -$422K -2,500 -25%
SAM
1075
Stansberry Asset Management
Texas
$1.5M -$76.2K -451 -6%
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43
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