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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VF
2101
Vawter Financial
Ohio
$204K – – –
KV
2102
Kickstand Ventures
New York
$204K +$27.1K +154 +13%
IP
2103
Isthmus Partners
Wisconsin
$204K +$3.34K +19 +1%
IWA
2104
Inspirion Wealth Advisors
Illinois
$204K +$12.3K +70 +6%
IFPG
2105
Intrepid Financial Planning Group
Indiana
$202K +$7.91K +45 +4%
ESC
2106
Eurizon SLJ Capital
$202K – – –
VFO
2107
Virtus Family Office
Texas
$202K +$226K +1,287 New
SW
2108
SlateStone Wealth
Florida
$200K -$10.9K -62 -5%
CA
2109
Crewe Advisors
Utah
$200K +$2.64K +15 +1%
GTAM
2110
Global Trust Asset Management
Florida
$196K +$70.5K +401 +47%
WWM
2111
Wolff Wiese Magana
California
$195K -$11.6K -66 -5%
AT
2112
Avalon Trust
New Mexico
$195K -$141K -800 -39%
RF
2113
Rossby Financial
Florida
$192K -$102K -580 -32%
ATC
2114
Adirondack Trust Company
New York
$189K -$10.6K -60 -5%
NAMP
2115
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$188K +$202K +1,150 New
ANBT
2116
American National Bank & Trust
Texas
$186K -$2.99K -17 -1%
IAAG
2117
Innovative Asset Advisors Group
Connecticut
$184K +$110K +627 +115%
AIM
2118
Acropolis Investment Management
Missouri
$183K -$21.8K -124 -10%
DF
2119
Dunhill Financial
United Kingdom
$181K +$1.58K +9 +0.8%
FFC
2120
First Financial Corp
Indiana
$179K – – –
CM
2121
Capula Management
Cayman Islands
$177K -$2.27M -12,922 -92%
AF
2122
Aviso Financial
Ontario, Canada
$177K +$92K +523 +86%
EPW
2123
Evergreen Private Wealth
Colorado
$176K – – –
ABWM
2124
Alpine Bank Wealth Management
Colorado
$175K -$176 -1 -0.1%
SC
2125
Solstein Capital
California
$173K – – –
83 84
85
86 87