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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JDR
1126
Jay D. Rosenbaum
$1.28M +$28.9K +130 +2%
BWM
1127
BigSur Wealth Management
Florida
$1.28M +$167K +750 +14%
CBT
1128
Central Bank & Trust
Kentucky
$1.28M -$31.2K -140 -2%
EWM
1129
EPG Wealth Management
Georgia
$1.28M -$61.9K -278 -4%
CRWM
1130
Castle Rock Wealth Management
California
$1.28M +$35.8K +161 +3%
BWA
1131
BDO Wealth Advisors
Florida
$1.28M +$1.04M +4,675 +344%
SMH
1132
Sanders Morris Harris
Texas
$1.28M -$4.67M -20,961 -78%
CHAM
1133
Clear Harbor Asset Management
Connecticut
$1.28M +$28.5K +128 +2%
PWAG
1134
Polaris Wealth Advisory Group
California
$1.28M +$921K +4,135 +299%
RG
1135
Rikoon Group
New Mexico
$1.27M +$27.8K +125 +2%
RDWM
1136
Red Door Wealth Management
Tennessee
$1.26M +$321K +1,440 +32%
LS
1137
Leelyn Smith
Illinois
$1.26M +$155K +697 +13%
EPA
1138
Element Pointe Advisors
Florida
$1.26M +$302K +1,358 +30%
CCM
1139
Cribstone Capital Management
Maine
$1.25M +$254K +1,143 +24%
MHS
1140
M Holdings Securities
Oregon
$1.25M +$1.31M +5,898 New
NG
1141
Northstar Group
New York
$1.25M +$87.9K +395 +7%
GC
1142
GFG Capital
Florida
$1.24M +$268K +1,205 +26%
TFA
1143
Teamwork Financial Advisors
Texas
$1.24M -$159K -715 -11%
IHL
1144
Investment House LLC
California
$1.24M -$44.5K -200 -3%
BAM
1145
Barrett Asset Management
New York
$1.24M +$28.7K +129 +2%
BBHC
1146
Brown Brothers Harriman & Co
New York
$1.24M +$283K +1,270 +28%
SP
1147
SWS Partners
Ohio
$1.24M +$118K +530 +10%
SRAM
1148
Spouting Rock Asset Management
Pennsylvania
$1.24M +$1.3M +5,836 New
MLL
1149
Moody Lynn & Lieberson
Massachusetts
$1.24M -$6.83M -30,674 -84%
DP
1150
Denver PWM
Colorado
$1.24M – – –
44 45
46
47 48