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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
1151
S&CO Inc
Massachusetts
$670K – – –
RPC
1152
Rossmore Private Capital
Connecticut
$666K +$255K +1,513 +74%
CAG
1153
Crestwood Advisors Group
Massachusetts
$665K -$20.9K -124 -3%
CL
1154
CIM LLC
New York
$662K +$842 +5 +0.1%
WP
1155
WealthShield Partners
North Carolina
$662K +$328K +1,947 +123%
ACS
1156
Archford Capital Strategies
Illinois
$661K +$23.9K +142 +4%
OAMG
1157
Odey Asset Management Group
United Kingdom
$660K -$68.9K -409 -10%
MIH
1158
Meitav Investment House
Israel
$657K -$224K -1,328 -27%
RIG
1159
Roosevelt Investment Group
New York
$656K +$590K +3,500 New
OL
1160
Optas LLC
Texas
$653K +$139K +827 +31%
MPPLM
1161
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$652K +$179K +1,061 +44%
EH
1162
Equitable Holdings
New York
$651K +$13.3K +79 +2%
TIA
1163
Trust Investment Advisors
Indiana
$650K +$65.5K +389 +13%
AG
1164
AlphaSimPlex Group
Massachusetts
$646K -$61K -362 -10%
DA
1165
DSC Advisors
Illinois
$646K +$82.1K +487 +16%
SVWAG
1166
Sound View Wealth Advisors Group
Georgia
$642K +$275K +1,633 +91%
SIA
1167
Soltis Investment Advisors
Utah
$642K +$577K +3,425 New
MAFM
1168
Mid Atlantic Financial Management
Pennsylvania
$639K +$22.4K +133 +4%
WPW
1169
Waldron Private Wealth
Pennsylvania
$638K +$29.8K +177 +5%
OFG
1170
Oxford Financial Group
Indiana
$633K – – –
TFGT
1171
TS Financial Group (TSFG)
Illinois
$633K +$207K +1,230 +57%
RCG
1172
Rock Creek Group
District of Columbia
$630K -$1.91M -11,346 -77%
LCM
1173
Landscape Capital Management
New Jersey
$630K +$567K +3,365 New
MYIA
1174
Mount Yale Investment Advisors
Colorado
$629K +$566K +3,357 New
GRP
1175
Global Retirement Partners
California
$627K -$114K -675 -17%
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