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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
801
Valeo Financial Advisors
Indiana
$3.05M -$179K -1,018 -5%
AFA
802
Arlington Financial Advisors
California
$3.03M +$304K +1,726 +10%
CTC
803
Central Trust Company
Missouri
$3.02M -$361K -2,052 -10%
CCWM
804
Correct Capital Wealth Management
Missouri
$3.01M -$21.5K -122 -0.6%
SC
805
Sawyer & Company
Massachusetts
$3.01M +$2.11K +12 +0.1%
ISB
806
Iowa State Bank
Iowa
$2.99M -$43.4K -247 -1%
WPP
807
Whalerock Point Partners
Rhode Island
$2.99M +$35.7K +203 +1%
PMWMG
808
Parr McKnight Wealth Management Group
Minnesota
$2.98M +$1.45M +8,222 +76%
JIC
809
Johnson Investment Counsel
Ohio
$2.98M -$559K -3,178 -14%
ATPW
810
Ashton Thomas Private Wealth
Arizona
$2.98M -$763K -4,338 -19%
HWM
811
Hohimer Wealth Management
Washington
$2.97M +$144K +818 +5%
WI
812
Wahed Invest
New York
$2.96M -$700K -3,979 -17%
SPC
813
Sigma Planning Corp
Michigan
$2.96M +$267K +1,517 +9%
SS
814
SBI Securities
Japan
$2.95M +$53.5K +304 +2%
CC
815
Colrain Capital
Massachusetts
$2.95M +$3.3M +18,770 New
WS
816
Wedbush Securities
California
$2.95M -$437K -2,485 -12%
CG
817
Caprock Group
Idaho
$2.95M -$1.75M -9,962 -35%
PVI
818
Pine Valley Investments
New Jersey
$2.94M +$408K +2,318 +14%
BCFS
819
Butensky & Cohen Financial Security
Florida
$2.94M +$3.3M +18,776 New
WB
820
Webster Bank
Connecticut
$2.93M -$741K -4,213 -18%
CCA
821
Checchi Capital Advisers
California
$2.92M -$263K -1,494 -7%
CSP
822
Cary Street Partners
Virginia
$2.9M -$578K -3,288 -15%
AWM
823
Avior Wealth Management
Nebraska
$2.89M +$40.3K +229 +1%
RWA
824
Roberts Wealth Advisors
California
$2.89M +$9.14K +52 +0.3%
EPW
825
Evolve Private Wealth
California
$2.88M +$149K +845 +5%
31 32
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