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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
576
Gupta Wealth Management
California
$71K +$21.4K +300 +42%
KT
577
Kanaly Trust
Texas
$67K +$34.6K +486 +102%
PMFA
578
Plante Moran Financial Advisors
Michigan
$66K -$214 -3 -0.3%
AIC
579
Ayalon Insurance Company
Israel
$61K – – –
ACS
580
Archford Capital Strategies
Illinois
$58K – – –
SC
581
Saturna Capital
Washington
$56K – – –
WA
582
Winfield Associates
Ohio
$56K – – –
PI
583
PineBridge Investments
New York
$56K +$926 +13 +2%
MA
584
MUFG Americas
New York
$55K -$28.5K -400 -34%
BL
585
Balentine LLC
Georgia
$54K +$33.3K +468 +153%
FAM
586
Formidable Asset Management
Ohio
$52K – – –
BBPWM
587
Blue Bell Private Wealth Management
Pennsylvania
$48K – – –
RA
588
Rational Advisors
New York
$45K – – –
KA
589
Klingman & Associates
New York
$44K +$38.9K +546 +683%
WP
590
WealthPLAN Partners
Nebraska
$42K -$5.7K -80 -12%
SSB
591
Sandy Spring Bank
Maryland
$39K +$4.7K +66 +14%
AP
592
Atwood & Palmer
Missouri
$39K +$40K +562 New
TCOV
593
Trust Company of Vermont
Vermont
$36K +$7.12K +100 +24%
QCG
594
Quadrant Capital Group
Ohio
$36K +$40.5K +569 New
IWMPD
595
Integrated Wealth Management (Palm Desert)
California
$35K -$7.41K -104 -17%
AF
596
Allworth Financial
California
$35K – – –
AC
597
Alexandria Capital
Virginia
$33K +$24.1K +339 +263%
JIC
598
Joel Isaacson & Co
New York
$30K – – –
FWM
599
Focused Wealth Management
New York
$28K +$28.5K +400 New
PAI
600
Pittenger & Anderson Inc
Nebraska
$24K +$21.4K +300 +600%
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