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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CGL
1076
Clarius Group LLC
Washington
$2.66M -$41.2K -161 -2%
CI
1077
Cigna Investments
Connecticut
$2.66M -$30.2K -118 -1%
JGCM
1078
Joseph Group Capital Management
Ohio
$2.65M +$644K +2,515 +35%
TIA
1079
Tiemann Investment Advisors
California
$2.65M -$47.4K -185 -2%
NF
1080
Nikulski Financial
Iowa
$2.65M +$73K +285 +3%
PPWP
1081
Premier Path Wealth Partners
New Jersey
$2.64M +$92K +359 +4%
BCM
1082
Boltwood Capital Management
California
$2.64M -$61.5K -240 -2%
APM
1083
a16z Perennial Management
California
$2.64M -$999K -3,900 -29%
COI
1084
Connable Office Inc
Michigan
$2.63M +$13.3K +52 +0.5%
CTC
1085
Cetera Trust Company
Minnesota
$2.63M -$106K -415 -4%
AA
1086
Altrafin AG
$2.62M +$805K +3,142 +49%
AC
1087
Avestar Capital
New York
$2.62M +$248K +970 +11%
FHA
1088
Flagship Harbor Advisors
Massachusetts
$2.62M -$87.1K -340 -3%
NW
1089
Naviter Wealth
Arkansas
$2.61M +$385K +1,502 +19%
SWM
1090
Segment Wealth Management
Texas
$2.61M +$153K +596 +7%
GLR
1091
Great Lakes Retirement
Ohio
$2.61M +$79.9K +312 +3%
OHIS
1092
Oak Harvest Investment Services
Texas
$2.6M +$884K +3,453 +57%
WRPWM
1093
Werba Rubin Papier Wealth Management
California
$2.6M -$61.2K -239 -2%
MSK
1094
Melissa S. Kampmann
$2.59M -$236K -920 -9%
VFA
1095
Voya Financial Advisors
Connecticut
$2.58M +$204K +798 +9%
WAP
1096
Wealthcare Advisory Partners
Pennsylvania
$2.57M -$186K -728 -7%
EI
1097
Ellevest Inc
New York
$2.56M +$1.12M +4,389 +88%
ONGA
1098
O'Neil Global Advisors
California
$2.55M +$2.39M +9,330 New
NAG
1099
Northstar Advisory Group
New Jersey
$2.55M -$299K -1,169 -11%
OHWP
1100
Oak Harbor Wealth Partners
North Carolina
$2.55M +$109K +424 +5%
42 43
44
45 46