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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HAS
776
HBW Advisory Services
California
$3.55M +$16.2K +74 +0.5%
NL
777
NVWM LLC
Pennsylvania
$3.54M -$85.6K -391 -3%
WAOTB
778
Wealth Advisors of Tampa Bay
Florida
$3.53M -$7.44K -34 -0.2%
WAS
779
Winch Advisory Services
Wisconsin
$3.52M -$13.4K -61 -0.4%
CIA
780
Capital Impact Advisors
Massachusetts
$3.52M – – –
LMIM
781
Lockheed Martin Investment Management
Maryland
$3.51M -$7.85M -35,870 -72%
BAS
782
Brown Advisory Securities
Maryland
$3.51M -$61.3K -280 -2%
AAM
783
Azzad Asset Management
Virginia
$3.51M +$522K +2,383 +21%
DADC
784
D.A. Davidson & Co
Montana
$3.51M +$310K +1,418 +11%
BRWA
785
B. Riley Wealth Advisors
Florida
$3.49M +$937K +4,281 +42%
LWANC
786
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.47M +$107K +490 +4%
CG
787
Colony Group
Massachusetts
$3.47M +$895K +4,088 +42%
MCM
788
Makena Capital Management
California
$3.42M -$635K -2,899 -18%
TCOK
789
Trust Company of Kansas
Kansas
$3.41M -$257K -1,175 -8%
DAS
790
Dynamic Advisor Solutions
Arizona
$3.4M +$148K +675 +5%
SNB
791
Security National Bank
Nebraska
$3.39M +$206K +942 +8%
DA
792
Dillon & Associates
Michigan
$3.38M +$26.3K +120 +0.9%
GIA
793
Granite Investment Advisors
New Hampshire
$3.38M +$299K +1,365 +11%
MYAM
794
Meiji Yasuda Asset Management
Japan
$3.38M -$1.25M -5,700 -30%
H
795
HoyleCohen
California
$3.37M +$296K +1,352 +11%
CC
796
Courier Capital
New York
$3.37M -$282K -1,290 -9%
PTC
797
Philadelphia Trust Company
Pennsylvania
$3.36M +$2.93M +13,366 New
PJSIMP
798
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.34M -$58.9K -269 -2%
AFA
799
Arlington Financial Advisors
California
$3.32M +$26.7K +122 +0.9%
LSPW
800
Lake Street Private Wealth
Illinois
$3.32M -$49.5K -226 -2%
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