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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1076
Wintrust Investments
Illinois
$1.45M -$342K -1,935 -20%
TW
1077
TrinityPoint Wealth
Connecticut
$1.43M -$55.7K -315 -4%
OHWP
1078
Oak Harbor Wealth Partners
North Carolina
$1.42M +$51.6K +292 +4%
AWAG
1079
ARS Wealth Advisors Group
Florida
$1.42M -$57.1K -323 -4%
MA
1080
Mutual Advisors
Nebraska
$1.41M -$36.4K -206 -2%
SYBT
1081
Stock Yards Bank & Trust
Kentucky
$1.4M +$844K +4,774 +128%
RWM
1082
Ritholtz Wealth Management
New York
$1.4M +$244K +1,381 +20%
GCWM
1083
Graham Capital Wealth Management
District of Columbia
$1.39M +$19.4K +110 +1%
KF
1084
Krilogy Financial
Missouri
$1.39M -$34.3K -194 -2%
NAMP
1085
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.38M -$152K -862 -9%
PA
1086
Procyon Advisors
Connecticut
$1.38M +$179K +1,015 +14%
EWM
1087
Elmwood Wealth Management
California
$1.38M – – –
CAM
1088
Cypress Asset Management
Texas
$1.36M -$206K -1,164 -12%
EH
1089
Equitable Holdings
New York
$1.36M +$126K +714 +9%
CCG
1090
Coastwise Capital Group
California
$1.36M -$3.53K -20 -0.2%
BCA
1091
Bay Colony Advisors
Massachusetts
$1.36M -$38K -215 -3%
CRIG
1092
Charter Research & Investment Group
Connecticut
$1.35M +$165K +935 +13%
ADL
1093
Asset Dedication LLC
California
$1.35M +$230K +1,301 +18%
VHAM
1094
Van Hulzen Asset Management
California
$1.35M -$2.54M -14,398 -64%
MFG
1095
MidWestOne Financial Group
Iowa
$1.34M +$230K +1,304 +19%
WI
1096
WrapManager Inc
California
$1.34M -$99.7K -564 -7%
B
1097
Bailard
California
$1.33M +$49.7K +281 +4%
CTFG
1098
Capstone Triton Financial Group
Oklahoma
$1.33M -$9.19K -52 -0.7%
SM
1099
Sciencast Management
New Jersey
$1.33M -$130K -736 -9%
OGF
1100
Orin Green Financial
California
$1.33M – – –
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