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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
851
Compton Wealth Advisory Group
Virginia
$1.31M -$5.02K -32 -0.4%
FI
852
FormulaFolio Investments
Michigan
$1.3M +$96.9K +618 +8%
ZB
853
Zions Bancorporation
Utah
$1.3M +$131K +833 +12%
SACTSONJ
854
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.3M – – –
CCMT
855
CMT Capital Markets Trading
Germany
$1.3M +$1.25M +8,000 New
CRIG
856
Charter Research & Investment Group
Connecticut
$1.3M – – –
PTC
857
Private Trust Company
Ohio
$1.29M +$4.7K +30 +0.4%
OIS
858
Okabena Investment Services
Minnesota
$1.29M +$1.24M +7,929 New
IIM
859
Ironwood Investment Management
Massachusetts
$1.29M -$63.3K -404 -5%
SFP
860
Shepherd Financial Partners
Massachusetts
$1.28M +$36.5K +233 +3%
OI
861
Oakbrook Investments
Illinois
$1.28M +$200K +1,279 +19%
VCM
862
Verde Capital Management
Michigan
$1.27M +$1.23M +7,834 New
WBC
863
West Branch Capital
Massachusetts
$1.27M -$188K -1,198 -13%
KWM
864
Kingsview Wealth Management
Oregon
$1.27M +$321K +2,046 +36%
ANRIA
865
American National Registered Investment Advisor
Texas
$1.26M +$784 +5 +0.1%
NSIM
866
North Star Investment Management
Illinois
$1.25M -$15.7K -100 -1%
BWM
867
Bernicke Wealth Management
Wisconsin
$1.25M +$39K +249 +3%
WPP
868
Whalerock Point Partners
Rhode Island
$1.24M -$3.92K -25 -0.3%
FTIOP
869
Fiduciary Trust International of Pennsylvania
Pennsylvania
$1.24M -$646K -4,122 -35%
SC
870
Slow Capital
California
$1.23M +$49.7K +317 +4%
BW
871
Bison Wealth
Georgia
$1.23M -$408K -2,605 -26%
EWM
872
Elmwood Wealth Management
California
$1.22M -$40.8K -260 -3%
HAG
873
HighPoint Advisor Group
Illinois
$1.22M +$296K +1,887 +40%
PMG
874
ProVise Management Group
Florida
$1.22M +$3.13K +20 +0.3%
IDBONY
875
Israel Discount Bank of New York
New York
$1.21M +$87.9K +561 +8%
33 34
35
36 37