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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WPP
826
Whalerock Point Partners
Rhode Island
$573K +$191K +1,290 +56%
DC
827
Davenport & Co
Virginia
$571K +$155K +1,046 +41%
HCM
828
HMS Capital Management
Tennessee
$567K – – –
NFC
829
Northeast Financial Consultants
Connecticut
$565K +$274K +1,848 +108%
XS
830
XR Securities
Illinois
$560K +$58K +391 +12%
BRWM
831
B. Riley Wealth Management
Tennessee
$557K +$520K +3,503 New
AW
832
ACG Wealth
Georgia
$556K +$38.1K +257 +8%
PGFC
833
Peapack-Gladstone Financial Corp
New Jersey
$555K -$10.4K -70 -2%
BHB
834
Bank Hapoalim BM
Israel
$555K +$182K +1,224 +54%
BW
835
Bison Wealth
Georgia
$551K +$43.2K +291 +9%
ST
836
Smithfield Trust
Pennsylvania
$544K – – –
EAM
837
Eagle Asset Management
Florida
$543K +$507K +3,416 New
AB
838
Atlas Brown
Kentucky
$536K +$6.23K +42 +1%
MWM
839
Mission Wealth Management
California
$531K +$97.8K +659 +25%
CB
840
CNB Bank
Pennsylvania
$525K -$125K -842 -20%
TDC
841
Thompson Davis & Co
Virginia
$523K +$27.5K +185 +6%
FIM
842
Freedom Investment Management
Connecticut
$519K -$31.9K -215 -6%
DBT
843
Dubuque Bank & Trust
Iowa
$513K -$2.23K -15 -0.5%
FFC
844
First Financial Corp
Indiana
$512K – – –
BDS
845
Banco de Sabadell
Florida
$511K +$178K +1,200 +60%
DAS
846
Dynamic Advisor Solutions
Arizona
$510K +$476K +3,209 New
SC
847
Savant Capital
Illinois
$506K +$12K +81 +3%
RWA
848
Ropes Wealth Advisors
Massachusetts
$503K – – –
MOS
849
MGO One Seven
Ohio
$503K +$469K +3,163 New
NFG
850
Next Financial Group
Texas
$502K -$157K -1,061 -25%
32 33
34
35 36