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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
B
876
Barings
North Carolina
$537K -$2.03M -14,780 -79%
SFG
877
Summit Financial Group
West Virginia
$535K – – –
AWM
878
Alterna Wealth Management
Texas
$535K +$850K +6,181 New
TRAM
879
Tuscan Ridge Asset Management
Illinois
$534K +$536K +3,900 New
FCA
880
FinTrust Capital Advisors
South Carolina
$533K +$535K +3,890 New
CB
881
CNB Bank
Pennsylvania
$529K +$77.3K +562 +17%
CFG
882
CMC Financial Group
Georgia
$529K +$532K +3,865 New
SA
883
Strategic Advisors
New York
$520K – – –
AB
884
Atlas Brown
Kentucky
$520K +$58.2K +423 +13%
GEM
885
Global Endowment Management
North Carolina
$520K +$523K +3,800 New
JFGIW
886
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$514K -$3.16K -23 -0.6%
SIG
887
Sky Investment Group
Connecticut
$514K +$341K +2,476 +193%
QI
888
Qtron Investments
Massachusetts
$511K +$513K +3,729 New
MWM
889
Mission Wealth Management
California
$504K +$46.5K +338 +10%
PAS
890
Partnervest Advisory Services
California
$495K +$150K +1,094 +43%
HCM
891
HMS Capital Management
Tennessee
$488K – – –
SFS
892
Sowell Financial Services
Arkansas
$485K -$10.6K -77 -2%
PA
893
PFG Advisors
Arizona
$481K +$406K +2,955 New
WIC
894
Woodmont Investment Counsel
Tennessee
$479K +$481K +3,500 New
WPP
895
Whalerock Point Partners
Rhode Island
$473K -$20.6K -150 -4%
BW
896
Bison Wealth
Georgia
$470K -$4.68K -34 -1%
CPIA
897
Cornell Pochily Investment Advisors
New York
$468K +$86K +625 +22%
PGFC
898
Peapack-Gladstone Financial Corp
New Jersey
$466K -$12.1K -88 -3%
FPA
899
First Pacific Advisors
California
$466K +$55K +400 +13%
S
900
SignatureFD
Georgia
$461K +$76.8K +558 +20%
34 35
36
37 38