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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WEG
1226
World Equity Group
Illinois
$846K +$44.1K +260 +5%
CHAM
1227
Clear Harbor Asset Management
Connecticut
$845K -$13.6K -80 -1%
COCM
1228
Charter Oak Capital Management
New Hampshire
$844K +$20.9K +123 +2%
LS
1229
Livforsakringsbolaget Skandia
Sweden
$842K -$1.02M -6,000 -51%
RCAG
1230
Rehmann Capital Advisory Group
Michigan
$840K +$26.5K +156 +3%
LWM
1231
Laidlaw Wealth Management
New York
$839K -$315K -1,856 -24%
ECG
1232
EPIQ Capital Group
California
$833K – – –
RMAM
1233
Raab & Moskowitz Asset Management
New Jersey
$832K -$23.9K -141 -2%
TP
1234
Tranquility Partners
Tennessee
$832K +$209K +1,232 +27%
HWM
1235
HB Wealth Management
Georgia
$822K -$686K -4,046 -41%
GAM
1236
Gemmer Asset Management
California
$821K -$1.67M -9,830 -63%
AWA
1237
Alta Wealth Advisors
Massachusetts
$819K -$20.7K -122 -2%
TFP
1238
Tilia Fiduciary Partners
North Carolina
$818K +$41.5K +245 +4%
NW
1239
Naviter Wealth
Arkansas
$816K -$137K -810 -12%
CPIA
1240
Cornell Pochily Investment Advisors
New York
$814K -$16.4K -97 -2%
1W
1241
1776 Wealth
Georgia
$814K +$84.8K +500 +10%
SMFG
1242
Sumitomo Mitsui Financial Group
Japan
$812K +$515K +3,035 +122%
RWM
1243
Ritholtz Wealth Management
New York
$811K -$479K -2,823 -33%
TWM
1244
Thrive Wealth Management
Pennsylvania
$811K +$219K +1,291 +30%
NP
1245
NorthRock Partners
Minnesota
$806K -$137K -808 -13%
BWM
1246
BigSur Wealth Management
Florida
$806K – – –
CFA
1247
Compass Financial Advisors
Indiana
$801K +$2.2K +13 +0.2%
OPW
1248
Oxler Private Wealth
New York
$801K -$339K -2,000 -26%
KCM
1249
KRS Capital Management
Michigan
$800K +$32.2K +190 +4%
MS
1250
Mizuho Securities
Japan
$799K +$559K +3,296 +146%
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