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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
1526
Naples Global Advisors
Florida
$305K -$56.9K -260 -18%
UIA
1527
UBP Investment Advisors
Switzerland
$302K – – –
IAP
1528
Indie Asset Partners
Indiana
$302K +$8.76K +40 +3%
BCM
1529
Bayesian Capital Management
New York
$302K +$263K +1,200 New
WWM
1530
Windsor Wealth Management
Indiana
$300K +$272K +1,241 New
CWM
1531
Circle Wealth Management
New Jersey
$298K -$16.6K -76 -6%
TSS
1532
Two Sigma Securities
New York
$298K +$15.5K +71 +6%
EWM
1533
Empirical Wealth Management
Washington
$296K -$27.6K -126 -10%
OIA
1534
OneDigital Investment Advisors
Kansas
$296K -$7K -32 -3%
HIC
1535
Holderness Investments Company
North Carolina
$296K -$876 -4 -0.3%
NIM
1536
Northeast Investment Management
Massachusetts
$294K – – –
AIM
1537
Axiom Investment Management
New York
$294K +$257K +1,176 New
NPA
1538
Nichols & Pratt Advisers
Massachusetts
$293K +$255K +1,165 New
CIA
1539
Capital Investment Advisors
Georgia
$291K +$10.7K +49 +4%
CFN
1540
Cordasco Financial Network
Florida
$291K +$14.9K +68 +6%
GW
1541
GW & Wade
Massachusetts
$291K +$15.8K +72 +7%
PA
1542
Probity Advisors
Texas
$290K +$219 +1 +0.1%
UAS
1543
United Asset Strategies
New York
$290K +$2.19K +10 +0.9%
FCBT
1544
First Citizens Bank & Trust
North Carolina
$289K +$252K +1,150 New
SAM
1545
Strategy Asset Managers
California
$289K +$252K +1,152 New
PW
1546
Price Wealth
Texas
$287K +$245K +1,121 +5,338%
DI
1547
DFPG Investments
Utah
$285K -$1.53K -7 -0.6%
PHS
1548
Pekin Hardy Strauss
Illinois
$285K – – –
TCPWM
1549
Traverso Chambers Private Wealth Management
California
$285K – – –
LBA
1550
Lowell Blake & Associates
Massachusetts
$283K – – –
60 61
62
63 64