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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
2601
Estabrook Capital Management
New York
$78.4K – – –
FP
2602
Financial Perspectives
Minnesota
$77.6K – – –
LFASL
2603
Lugano Financial Advisors SA (LFA)
Switzerland
$77.3K -$1.01K -4 -1%
HFS
2604
Horizon Financial Services
North Carolina
$75.8K +$5.04K +20 +7%
PWA
2605
Physician Wealth Advisors
Utah
$75.4K -$10.1K -40 -11%
AAG
2606
Armstrong Advisory Group
Massachusetts
$74.7K -$1.01K -4 -1%
MLA
2607
MB, Levis & Associates
Pennsylvania
$73.7K – – –
RTL
2608
Red Tortoise LLC
Georgia
$73.4K -$3.03K -12 -4%
BGAI
2609
Bruce G. Allen Investments
Colorado
$70.9K -$15.6K -62 -17%
FIM
2610
FWL Investment Management
Texas
$70.6K -$20.7K -82 -22%
FC
2611
Financial Consulate
Maryland
$68.9K +$73.4K +291 New
UIA
2612
Ulland Investment Advisors
Minnesota
$68K -$5.3K -21 -7%
NCM
2613
Northwest Capital Management
Oregon
$67.1K – – –
BI
2614
Binnacle Investments
Iowa
$66.8K +$1.26K +5 +2%
EP
2615
Essential Partners
California
$66.1K -$251K -997 -78%
RA
2616
Rational Advisors
New York
$65.9K +$6.56K +26 +10%
PWMG
2617
Prestige Wealth Management Group
New Jersey
$64.8K -$4.79K -19 -7%
SHIM
2618
Stone House Investment Management
Pennsylvania
$64.6K -$3.03K -12 -4%
HHGA
2619
Halbert Hargrove Global Advisors
California
$64.3K +$41.1K +163 +151%
CBT
2620
Crews Bank & Trust
Florida
$64.2K – – –
MHR
2621
Matthew Hamilton Rosenberg
$63.5K -$6.05K -24 -8%
PWM
2622
Proathlete Wealth Management
Florida
$62.2K +$504 +2 +0.8%
FCG
2623
Financial Connections Group
California
$62K -$50.4K -200 -43%
TPBG
2624
Turning Point Benefit Group
Maryland
$61.3K +$65.6K +260 New
RFG
2625
REAP Financial Group
Texas
$56.2K -$19.4K -77 -25%
103 104
105
106 107