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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
1451
PA Capital
Virginia
$244K +$220K +1,303 New
EWM
1452
Empirical Wealth Management
Washington
$244K +$220K +1,305 New
HIS
1453
Harvest Investment Services
Illinois
$244K +$220K +1,306 New
RSWM
1454
Robertson Stephens Wealth Management
California
$243K -$74.3K -441 -25%
PPP
1455
Private Portfolio Partners
New Jersey
$242K -$17.5K -104 -7%
FSA
1456
Fort Sheridan Advisors
Illinois
$242K +$218K +1,292 New
POIA
1457
Pin Oak Investment Advisors
Texas
$240K – – –
FAM
1458
Formidable Asset Management
Ohio
$240K +$215K +1,277 New
GD
1459
Grandfield & Dodd
New York
$240K +$217K +1,289 New
IIC
1460
Integrated Investment Consultants
Michigan
$238K +$214K +1,269 New
SMH
1461
Sanders Morris Harris
Texas
$237K -$131K -775 -39%
CWM
1462
Circle Wealth Management
New Jersey
$237K -$104K -620 -33%
CFG
1463
Cooper Financial Group
California
$237K -$80.9K -480 -28%
RIM
1464
Redwood Investment Management
Arizona
$237K +$213K +1,264 New
WDL
1465
Well Done LLC
Michigan
$235K +$211K +1,252 New
ACM
1466
Advisors Capital Management
New Jersey
$235K +$211K +1,254 New
SCG
1467
Sonata Capital Group
Washington
$234K +$211K +1,250 New
SIC
1468
Samalin Investment Counsel
New York
$234K +$211K +1,251 New
DDC
1469
DF Dent & Co
Maryland
$233K +$209K +1,242 New
AUB
1470
Atlantic Union Bankshares
Virginia
$233K +$209K +1,243 New
BB
1471
Busey Bank
Illinois
$233K +$210K +1,245 New
BO
1472
BRR OpCo
Ohio
$232K +$209K +1,240 New
VC
1473
Vicus Capital
Pennsylvania
$232K +$209K +1,241 New
FC
1474
Forte Capital
New York
$231K +$208K +1,232 New
IAP
1475
Indie Asset Partners
Indiana
$229K -$104K -617 -35%
57 58
59
60 61