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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
776
Capital Management Associates (New York)
New York
$890K +$136K +988 +18%
CCM
777
Covington Capital Management
California
$886K -$56.3K -409 -6%
WP
778
WealthSource Partners
California
$881K +$262K +1,907 +42%
TPWA
779
TRUE Private Wealth Advisors
Oregon
$870K -$27.4K -199 -3%
CC
780
Cadinha & Co
Hawaii
$868K +$330K +2,400 +61%
RTC
781
Riverview Trust Company
Washington
$864K +$868K +6,308 New
MMG
782
Monetary Management Group
Missouri
$864K +$868K +6,310 New
NB
783
Nicolet Bankshares
Wisconsin
$860K -$301K -2,189 -26%
NL
784
NVWM LLC
Pennsylvania
$859K +$22.8K +166 +3%
GRP
785
Global Retirement Partners
California
$852K +$785K +5,710 +1,115%
GI
786
Gradient Investments
Minnesota
$845K -$206K -1,500 -20%
MWA
787
Meridian Wealth Advisors
Texas
$844K +$847K +6,160 New
CLOS
788
Compagnie Lombard Odier SCmA
Switzerland
$841K -$391K -2,840 -32%
CCB
789
Cutter & Co Brokerage
Missouri
$840K +$653K +4,746 +341%
IHL
790
Investment House LLC
California
$836K +$48.1K +350 +6%
LW
791
Linscomb Wealth
Texas
$836K +$95.2K +692 +13%
GAM
792
Gotham Asset Management
New York
$834K -$12.8M -92,873 -94%
OLA
793
Oliver Luxxe Assets
New Jersey
$834K +$44K +320 +6%
MIFH
794
Migdal Insurance & Financial Holdings
Israel
$819K -$2.14M -15,560 -72%
JDR
795
Jay D. Rosenbaum
$811K -$13.1K -95 -2%
IC
796
Intersect Capital
California
$806K +$271K +1,970 +50%
RBFC
797
Roman Butler Fullerton & Co
Missouri
$804K +$753K +5,471 New
BRWM
798
B. Riley Wealth Management
Tennessee
$801K +$323K +2,347 +67%
DP
799
Dearborn Partners
Illinois
$794K +$24.1K +175 +3%
FA
800
Fagan Associates
New York
$779K +$783K +5,690 New
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