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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMI
1651
Factory Mutual Insurance
Massachusetts
$616K -$7.25M -35,000 -91%
PCG
1652
Prosperity Consulting Group
Maryland
$616K -$419K -2,020 -38%
GRWP
1653
Green Ridge Wealth Planning
New Jersey
$615K +$2.9K +14 +0.4%
SEIA
1654
Signature Estate & Investment Advisors
California
$614K -$50.8M -244,993 -99%
RGC
1655
Roberts, Glore & Co
Illinois
$614K +$133K +641 +24%
NJIM
1656
Nabity-Jensen Investment Management
Nebraska
$613K -$225K -1,086 -25%
PWM
1657
Prentice Wealth Management
New York
$611K +$12K +58 +2%
MWM
1658
Maridea Wealth Management
New York
$609K -$22.2K -107 -3%
TPWA
1659
Twin Peaks Wealth Advisors
California
$608K -$39.2K -189 -5%
CCA
1660
Coign Capital Advisors
Utah
$608K +$127K +613 +23%
CIA
1661
Caerus Investment Advisors
Texas
$607K +$405K +1,955 +151%
SAA
1662
Southeast Asset Advisors
Georgia
$606K +$445K +2,148 +195%
NDSI
1663
Newman Dignan & Sheerar Inc
Rhode Island
$605K -$195K -942 -23%
FFA
1664
Florida Financial Advisors
Florida
$600K -$18K -87 -3%
BA
1665
Birinyi Associates
Connecticut
$599K – – –
JIP
1666
Jaffetilchin Investment Partners
Florida
$598K -$702K -3,388 -51%
RBC
1667
Romano Brothers & Co
Illinois
$598K +$70.4K +340 +12%
RZH
1668
Relyea Zuckerberg Hanson
Connecticut
$595K +$205K +989 +45%
GAG
1669
GM Advisory Group
New York
$595K +$16.6K +80 +3%
CT
1670
Chicago Trust
Illinois
$592K -$13.1K -63 -2%
RIG
1671
RiverFront Investment Group
Virginia
$592K +$57.4K +277 +10%
ONSWM
1672
Old North State Wealth Management
North Carolina
$591K +$315K +1,522 +93%
PCM
1673
Pointe Capital Management
Michigan
$588K -$39.8K -192 -6%
FAM
1674
Fred Alger Management
New York
$588K – – –
WPW
1675
Waldron Private Wealth
Pennsylvania
$588K -$40.2K -194 -6%
65 66
67
68 69