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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1126
Ameritas Advisory Services
Nebraska
$876K +$9.34K +64 +1%
CMI
1127
Clare Market Investments
Texas
$875K +$49.8K +341 +5%
WI
1128
WrapManager Inc
California
$874K -$309K -2,116 -24%
AWP
1129
Ascent Wealth Partners
New York
$874K +$962K +6,595 New
ES
1130
Eagle Strategies
New York
$872K +$960K +6,576 New
CFCI
1131
Comprehensive Financial Consultants Institutional
Indiana
$871K +$75.7K +519 +10%
SIA
1132
SeaBridge Investment Advisors
New Jersey
$871K -$1.11M -7,580 -54%
DCM
1133
Donaldson Capital Management
Indiana
$871K +$52.7K +361 +6%
PIM
1134
Penobscot Investment Management
Massachusetts
$870K -$78.8K -540 -8%
IIM
1135
Ironwood Investment Management
Massachusetts
$864K -$15.9K -109 -2%
WHG
1136
Westwood Holdings Group
Texas
$862K -$123K -845 -12%
RSWM
1137
Robertson Stephens Wealth Management
California
$859K -$207K -1,416 -18%
FPF
1138
First Pacific Financial
Washington
$855K +$65.5K +449 +7%
FCA
1139
FinTrust Capital Advisors
South Carolina
$850K -$595K -4,081 -39%
NW
1140
Naviter Wealth
Arkansas
$850K -$27.1K -186 -3%
NL
1141
Navalign LLC
California
$845K -$222K -1,520 -19%
RAM
1142
Redmond Asset Management
Virginia
$843K +$13.1K +90 +1%
IB
1143
Intrust Bank
Kansas
$843K -$41.4K -284 -4%
TPWA
1144
TRUE Private Wealth Advisors
Oregon
$843K -$28.9K -198 -3%
BA
1145
Birinyi Associates
Connecticut
$841K +$25.5K +175 +3%
PIM
1146
Perpetual Investment Management
Australia
$835K – – –
RPC
1147
Rossmore Private Capital
Connecticut
$834K +$3.65K +25 +0.4%
DEA
1148
DoubleLine ETF Adviser
Florida
$831K +$915K +6,268 New
JWBC
1149
J.W. Burns & Co
New York
$828K -$97.5K -668 -10%
HCA
1150
Harbor Capital Advisors
Illinois
$827K -$2.58M -17,659 -74%
44 45
46
47 48