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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ZB
876
Zions Bancorporation
Utah
$2.51M +$106K +486 +5%
IC
877
Intersect Capital
California
$2.51M +$221K +1,010 +11%
HFRG
878
Houlihan Financial Resource Group
Virginia
$2.5M +$2.16M +9,850 New
AC
879
Avestar Capital
New York
$2.49M -$417K -1,907 -16%
AA
880
ALPS Advisors
Colorado
$2.48M -$1.01M -4,621 -32%
KA
881
Kovack Advisors
Florida
$2.48M -$63.7K -291 -3%
IAS
882
IMA Advisory Services
Colorado
$2.47M -$76.8K -351 -3%
BA
883
Birinyi Associates
Connecticut
$2.46M – – –
CPA
884
Capital Planning Advisors
California
$2.46M +$147K +671 +7%
JG
885
Jefferies Group
New York
$2.46M -$8.83M -40,349 -81%
VIA
886
Vident Investment Advisory
Georgia
$2.45M -$396K -1,808 -16%
IWP
887
Icon Wealth Partners
Texas
$2.44M +$1.65M +7,538 +351%
BOM
888
Bank of Marin
California
$2.42M +$62.4K +285 +3%
IWS
889
Insight Wealth Strategies
California
$2.41M +$518K +2,366 +33%
TSWM
890
Triangle Securities Wealth Management
North Carolina
$2.41M -$14.2K -65 -0.7%
WA
891
Winfield Associates
Ohio
$2.4M +$187K +853 +10%
FAM
892
Fulcrum Asset Management
United Kingdom
$2.37M -$2.87M -13,095 Closed
CBB
893
Citizens Business Bank
California
$2.35M +$15.8K +72 +0.8%
VWA
894
V Wealth Advisors
Kansas
$2.35M -$355K -1,624 -15%
V
895
VeraBank
Texas
$2.33M -$43.8K -200 -2%
TCA
896
Transcend Capital Advisors
New Jersey
$2.33M +$2.03M +9,267 New
EWM
897
Executive Wealth Management
Michigan
$2.33M +$349K +1,593 +21%
SLG
898
Stanley-Laman Group
Pennsylvania
$2.33M +$136K +619 +7%
JWCA
899
J.W. Cole Advisors
Florida
$2.32M +$2.02M +9,243 New
UR
900
USCA RIA
Texas
$2.31M -$138K -629 -6%
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