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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
1101
Jay D. Rosenbaum
$1.32M -$35.3K -145 -2%
CBT
1102
Capital Bank & Trust
California
$1.31M +$69.1K +284 +5%
CHAM
1103
Clear Harbor Asset Management
Connecticut
$1.31M +$346K +1,423 +32%
RG
1104
Rikoon Group
New Mexico
$1.31M -$42.6K -175 -3%
1WA
1105
180 Wealth Advisors
Washington
$1.31M +$69.1K +284 +5%
AWM
1106
Avitas Wealth Management
California
$1.3M +$653K +2,684 +84%
AWA
1107
Arkadios Wealth Advisors
Georgia
$1.3M +$1.1M +4,541 +343%
WF
1108
Welch & Forbes
Massachusetts
$1.3M +$193K +794 +16%
KMWM
1109
Keudell/Morrison Wealth Management
Oregon
$1.29M +$170K +699 +14%
SBIA
1110
Sheaff Brock Investment Advisors
Indiana
$1.29M +$174K +716 +14%
JHCP
1111
Jackson Hole Capital Partners
Oklahoma
$1.29M +$126K +520 +10%
ATWA
1112
Arbor Trust Wealth Advisors
Michigan
$1.29M +$30.4K +125 +2%
BCM
1113
Brown Capital Management
Maryland
$1.29M -$11.9K -49 -0.8%
CI
1114
Cavalier Investments
Georgia
$1.28M +$349K +1,436 +33%
BAM
1115
Barrett Asset Management
New York
$1.27M +$96.8K +398 +7%
MWM
1116
Mission Wealth Management
California
$1.27M +$167K +687 +14%
MTIM
1117
Marathon Trading Investment Management
Pennsylvania
$1.27M +$1.39M +5,700 New
OCM
1118
Orion Capital Management
California
$1.27M +$1.51M +6,196 New
IFG
1119
Investors Financial Group
Minnesota
$1.27M +$170K +701 +14%
MAFM
1120
Mid Atlantic Financial Management
Pennsylvania
$1.26M +$232K +956 +20%
AC
1121
Abbrea Capital
California
$1.26M +$605K +2,487 +78%
RMC
1122
Resources Management Corp
Connecticut
$1.26M +$1.27M +5,207 +1,117%
PFWA
1123
Paces Ferry Wealth Advisors
Georgia
$1.26M -$40.4K -166 -3%
PRC
1124
Pearl River Capital
Michigan
$1.26M +$1.37M +5,650 New
HSA
1125
HBK Sorce Advisory
Pennsylvania
$1.26M -$169K -694 -11%
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