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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
876
WealthShield Partners
North Carolina
$1.74M +$353K +2,418 +23%
MYAM
877
Meiji Yasuda Asset Management
Japan
$1.74M -$85.7K -587 -4%
PSC
878
Portman Square Capital
United Kingdom
$1.73M +$1.91M +13,082 New
WAS
879
Winch Advisory Services
Wisconsin
$1.73M -$119K -814 -6%
CA
880
CGN Advisors
Kansas
$1.73M +$847K +5,804 +80%
LS
881
Livforsakringsbolaget Skandia
Sweden
$1.73M +$1.05M +7,200 +123%
MIC
882
Maxi Investments CY
Cyprus
$1.72M – – –
B
883
Bailard
California
$1.72M +$721K +4,942 +62%
PWP
884
Private Wealth Partners
California
$1.72M -$433K -2,968 -19%
VCM
885
Verde Capital Management
Michigan
$1.72M -$15.6K -107 -0.8%
SC
886
Scholtz & Company
Connecticut
$1.72M -$156K -1,067 -8%
DT
887
Diversified Trust
Tennessee
$1.71M +$307K +2,102 +19%
TCOT
888
Trust Company of Toledo
Ohio
$1.7M -$439K -3,011 -19%
CHP
889
Cable Hill Partners
Oregon
$1.69M -$72.1K -494 -4%
CHAM
890
Clear Harbor Asset Management
Connecticut
$1.68M +$995K +6,816 +116%
EWM
891
Executive Wealth Management
Michigan
$1.68M +$1.62M +11,101 +709%
1WA
892
180 Wealth Advisors
Washington
$1.68M +$333K +2,280 +29%
COI
893
Connable Office Inc
Michigan
$1.68M +$1.85M +12,644 New
NLGIA
894
Nippon Life Global Investors Americas
New York
$1.67M – – –
HFRG
895
Houlihan Financial Resource Group
Virginia
$1.67M -$89.4K -613 -5%
BDWCC
896
B&D White Capital Company
Texas
$1.67M +$1.84M +12,600 New
CG
897
Caprock Group
Idaho
$1.66M -$430K -2,946 -19%
WI
898
Wahed Invest
New York
$1.66M +$214K +1,465 +13%
GWM
899
Geneos Wealth Management
Colorado
$1.65M -$410K -2,810 -18%
OIA
900
OneDigital Investment Advisors
Kansas
$1.64M -$180K -1,231 -9%
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