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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1051
Houlihan Financial Resource Group
Virginia
$3.57M -$577 -2 -0%
WSCM
1052
Wellington Shields Capital Management
New York
$3.56M +$114K +396 +3%
RA
1053
Rational Advisors
New York
$3.55M +$3.19M +11,040 +1,455%
QI
1054
Qtron Investments
Massachusetts
$3.54M – – –
MAS
1055
Meeder Advisory Services
Ohio
$3.53M +$206K +713 +6%
CCP
1056
Clarity Capital Partners
California
$3.53M +$321K +1,114 +10%
RWM
1057
Rockline Wealth Management
New York
$3.52M +$291K +1,009 +9%
DWA
1058
Douglass Winthrop Advisors
New York
$3.51M +$30.9K +107 +0.9%
SWM
1059
Sendero Wealth Management
Texas
$3.51M -$1.25M -4,338 -27%
NHT
1060
New Hampshire Trust
New Hampshire
$3.49M -$791K -2,740 -19%
IIA
1061
IPG Investment Advisors
California
$3.48M -$1.07M -3,695 -24%
1WA
1062
180 Wealth Advisors
Washington
$3.47M +$20.2K +70 +0.6%
MSK
1063
Melissa S. Kampmann
$3.45M +$175K +605 +6%
WWA
1064
WCG Wealth Advisors
Nevada
$3.44M -$1.47M -5,111 -31%
DWM
1065
Dynasty Wealth Management
Florida
$3.44M +$3.29M +11,409 New
AGA
1066
Accuvest Global Advisors
Utah
$3.43M +$3.29M +11,390 New
BHIA
1067
Birch Hill Investment Advisors
Massachusetts
$3.43M -$453K -1,569 -12%
GWM
1068
Geneos Wealth Management
Colorado
$3.43M -$287K -994 -8%
WA
1069
Wealth Alliance
New York
$3.42M -$59.4K -206 -2%
VHAM
1070
Van Hulzen Asset Management
California
$3.42M -$9.81K -34 -0.3%
OFS
1071
OMC Financial Services
New York
$3.42M +$3.27M +11,338 New
ACM
1072
Aljian Capital Management
Nevada
$3.41M -$326K -1,129 -9%
NL
1073
NVWM LLC
Pennsylvania
$3.41M -$112K -388 -3%
EBT
1074
Enterprise Bank & Trust
Massachusetts
$3.4M -$242K -838 -7%
AA
1075
ALPS Advisors
Colorado
$3.4M +$202K +701 +7%
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