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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1126
Great Lakes Retirement
Ohio
$1.63M +$171K +826 +10%
CI
1127
Cigna Investments
Connecticut
$1.63M -$69.4K -335 -4%
DWA
1128
Douglass Winthrop Advisors
New York
$1.62M -$255K -1,230 -12%
SAM
1129
Smithbridge Asset Management
Pennsylvania
$1.62M -$2.12M -10,227 -54%
VRM
1130
Vectors Research Management
New York
$1.62M +$1.79M +8,661 New
CPIG
1131
Chicago Partners Investment Group
Illinois
$1.61M -$14.9K -72 -0.8%
FWA
1132
FOCUS Wealth Advisors
Texas
$1.61M -$97.2K -469 -5%
AMCA
1133
Arthur M. Cohen & Associates
Illinois
$1.6M -$96.3K -465 -5%
TPA
1134
Trivium Point Advisory
Connecticut
$1.6M -$786K -3,794 -31%
BRWA
1135
B. Riley Wealth Advisors
Florida
$1.6M -$855K -4,128 -32%
CFA
1136
Collaborative Fund Advisors
Nevada
$1.59M +$1.77M +8,544 New
SCM
1137
SCS Capital Management
Massachusetts
$1.58M -$461K -2,225 -21%
CA
1138
Cullinan Associates
Kentucky
$1.58M -$714K -3,445 -29%
HI
1139
Harbour Investments
Wisconsin
$1.57M +$842K +4,062 +93%
AIP
1140
Ameritas Investment Partners
Nebraska
$1.57M -$24.4K -118 -1%
OGF
1141
Orin Green Financial
California
$1.56M – – –
SAM
1142
Steinberg Asset Management
New York
$1.56M – – –
PWM
1143
Power Wealth Management
Georgia
$1.56M -$132K -638 -7%
DFC
1144
DB Fitzpatrick & Co
Idaho
$1.55M +$593K +2,864 +52%
AWA
1145
Aaron Wealth Advisors
Illinois
$1.55M -$758K -3,660 -31%
HS
1146
HighVista Strategies
Massachusetts
$1.55M -$62.2K -300 -3%
WR
1147
WD Rutherford
Oregon
$1.55M -$49.7K -240 -3%
JGUA
1148
John G. Ullman & Associates
New York
$1.55M -$739K -3,567 -30%
AWP
1149
Abacus Wealth Partners
California
$1.54M +$143K +689 +9%
VWM
1150
VCI Wealth Management
Missouri
$1.54M +$1.71M +8,257 New
44 45
46
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