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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1126
Rational Advisors
New York
$3.68M +$3.51M +11,000 New
HH
1127
Hilltop Holdings
Texas
$3.67M +$118K +369 +3%
SI
1128
Symmetry Investments
Jersey
$3.65M +$3.49M +10,923 New
BWM
1129
Bulltick Wealth Management
Florida
$3.64M -$2.15M -6,733 -38%
EBT
1130
Enterprise Bank & Trust
Massachusetts
$3.64M -$145K -454 -4%
CWM
1131
Cabot Wealth Management
Massachusetts
$3.64M -$34.5K -108 -1%
IAM
1132
Impact Asset Management
$3.6M +$3.44M +10,780 New
ET
1133
Entropy Technologies
New York
$3.58M +$3.42M +10,717 New
VAS
1134
Vestmark Advisory Solutions
Massachusetts
$3.58M +$4.47K +14 +0.1%
LSAG
1135
Lake Street Advisors Group
New Hampshire
$3.58M -$107K -335 -3%
SLI
1136
Sumitomo Life Insurance
Japan
$3.56M -$72.1K -226 -2%
RWA
1137
Roberts Wealth Advisors
California
$3.56M +$23.9K +75 +0.7%
DWA
1138
Douglass Winthrop Advisors
New York
$3.53M +$16.9K +53 +0.5%
FFM
1139
Forum Financial Management
Illinois
$3.52M +$662K +2,075 +25%
FB
1140
Fulton Bank
Pennsylvania
$3.52M +$406K +1,272 +14%
CA
1141
CGN Advisors
Kansas
$3.51M -$810K -2,538 -19%
CHP
1142
Cable Hill Partners
Oregon
$3.51M +$36.7K +115 +1%
WAM
1143
Weiss Asset Management
Massachusetts
$3.5M -$217K -679 -6%
GGI
1144
GPM Growth Investors
Michigan
$3.49M -$69.6K -218 -2%
IFWM
1145
Institute for Wealth Management
Colorado
$3.47M -$39.3K -123 -1%
SI
1146
Scharf Investments
California
$3.46M +$191K +599 +6%
FHA
1147
Flagship Harbor Advisors
Massachusetts
$3.46M +$258K +807 +8%
1WA
1148
180 Wealth Advisors
Washington
$3.46M +$72.4K +227 +2%
BHIA
1149
Birch Hill Investment Advisors
Massachusetts
$3.46M -$293K -917 -8%
WIS
1150
Wright Investors Service
Connecticut
$3.45M -$436K -1,367 -12%
44 45
46
47 48