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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
851
BFSG LLC
California
$2.89M +$47.9K +215 +2%
LFA
852
Lighthouse Financial Advisors
Maryland
$2.89M +$343K +1,539 +13%
AFA
853
Arlington Financial Advisors
California
$2.88M +$50.5K +227 +2%
BCP
854
Blackhawk Capital Partners
Wisconsin
$2.88M -$18.5K -83 -0.6%
KWM
855
Kingsview Wealth Management
Oregon
$2.87M +$400K +1,797 +16%
P
856
Pitcairn
Pennsylvania
$2.86M +$128K +575 +4%
CG
857
Caprock Group
Idaho
$2.85M -$442K -1,984 -13%
JWCA
858
J.W. Cole Advisors
Florida
$2.85M +$462K +2,074 +18%
LSPW
859
Lake Street Private Wealth
Illinois
$2.84M -$38.3K -172 -1%
CC
860
Courier Capital
New York
$2.84M +$22.5K +101 +0.8%
LW
861
Linscomb Wealth
Texas
$2.84M +$68.3K +307 +2%
CAL
862
Capital Analysts LLC
Pennsylvania
$2.81M +$961K +4,317 +48%
ACM
863
Alpha Capital Management
Texas
$2.81M +$73.9K +332 +3%
DCM
864
Donaldson Capital Management
Indiana
$2.81M +$2.71M +12,158 +1,126%
WAOTB
865
Wealth Advisors of Tampa Bay
Florida
$2.8M +$140K +631 +5%
FB
866
Fulton Bank
Pennsylvania
$2.8M -$445K -2,000 -13%
WHG
867
Westwood Holdings Group
Texas
$2.79M -$392K -1,761 -12%
BCCM
868
Bridge Creek Capital Management
Massachusetts
$2.75M -$184K -825 -2%
AIP
869
Ameritas Investment Partners
Nebraska
$2.75M -$129K -580 -4%
AAS
870
Annex Advisory Services
Wisconsin
$2.74M +$141K +635 +5%
GRP
871
Global Retirement Partners
California
$2.73M +$2.14M +9,601 +295%
BAS
872
Brown Advisory Securities
Maryland
$2.71M -$395K -1,774 -12%
TFS
873
Thoroughbred Financial Services
Tennessee
$2.71M +$150K +675 +6%
APP
874
Alpha Paradigm Partners
Illinois
$2.71M -$1.35M -6,079 -32%
CNC
875
Canandaigua National Corp
New York
$2.69M -$250K -1,124 -8%
33 34
35
36 37