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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WAOTB
701
Wealth Advisors of Tampa Bay
Florida
$1.71M -$294K -1,873 -14%
CA
702
Cetera Advisors
Colorado
$1.7M +$72.1K +460 +4%
BAM
703
Belpointe Asset Management
Nevada
$1.69M -$104K -663 -6%
BRWA
704
B. Riley Wealth Advisors
Florida
$1.69M +$310K +1,977 +22%
EWM
705
Edge Wealth Management
New York
$1.69M +$351K +2,242 +25%
S
706
Seeyond
France
$1.68M -$788K -5,029 -31%
H
707
HoyleCohen
California
$1.67M +$131K +835 +8%
LCP
708
Legacy Capital Partners
Wisconsin
$1.65M -$146K -930 -8%
DA
709
Dillon & Associates
Michigan
$1.64M +$590K +3,765 +53%
TFCM
710
Taylor Frigon Capital Management
Arizona
$1.64M -$83.1K -530 -5%
AO
711
Allen Operations
New York
$1.64M – – –
DTL
712
Dynamic Technology Lab
Singapore
$1.64M -$185K -1,180 -10%
LWANC
713
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.6M +$188K +1,199 +13%
RCP
714
Rothschild Capital Partners
New York
$1.59M – – –
NIP
715
Nicholas Investment Partners
California
$1.58M – – –
PFO
716
Pathstone Family Office
New Jersey
$1.57M +$306K +1,950 +23%
BRWM
717
B. Riley Wealth Management
Tennessee
$1.57M +$1.06M +6,750 +187%
NL
718
NVWM LLC
Pennsylvania
$1.57M +$84.5K +539 +5%
ACP
719
Aviance Capital Partners
Florida
$1.56M +$47K +300 +3%
UBG
720
United Bank (Georgia)
Georgia
$1.55M -$45K -287 -3%
CG
721
Caprock Group
Idaho
$1.54M +$3.92K +25 +0.2%
CBOA
722
Commonwealth Bank of Australia
Australia
$1.54M +$280K +1,789 +21%
EMG
723
ETF Managers Group
New Jersey
$1.52M +$574K +3,664 +57%
WMSA
724
Weiss Multi-Strategy Advisers
New York
$1.52M -$14.1M -90,000 -90%
WCM
725
Wisconsin Capital Management
Wisconsin
$1.52M +$157K +1,000 +11%
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