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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
901
CSat Investment Advisory
Michigan
$2.31M +$80.1K +366 +4%
TI
902
Tidal Investments
Wisconsin
$2.3M +$81.9K +374 +4%
BWM
903
BNC Wealth Management
Oregon
$2.29M +$2M +9,122 New
APP
904
Avantax Planning Partners
Iowa
$2.27M -$167K -761 -8%
TIA
905
Tiemann Investment Advisors
California
$2.26M – – –
OPS
906
Orion Portfolio Solutions
Nebraska
$2.24M +$1.3M +5,945 +200%
JSL
907
JT Stratford LLC
Georgia
$2.23M -$13.6K -62 -0.7%
IB
908
Intrust Bank
Kansas
$2.22M +$14K +64 +0.7%
BP
909
Ballentine Partners
Massachusetts
$2.21M -$535K -2,446 -22%
KWM
910
Kingsview Wealth Management
Oregon
$2.21M -$131K -599 -6%
DT
911
Diversified Trust
Tennessee
$2.21M +$697K +3,185 +57%
AWM
912
Altium Wealth Management
New York
$2.2M +$46.4K +212 +2%
FC
913
Ferris Capital
Massachusetts
$2.19M +$10.1K +46 +0.5%
MCIA
914
Mountain Capital Investment Advisors
Colorado
$2.19M +$1.79M +8,196 New
IC
915
Inscription Capital
Texas
$2.18M +$125K +572 +7%
BO
916
Bank OZK
Arkansas
$2.18M -$62.8K -287 -3%
WBC
917
West Branch Capital
Massachusetts
$2.18M +$16.2K +74 +0.9%
NFG
918
Nations Financial Group
Iowa
$2.17M -$164K -748 -8%
GBT
919
Grove Bank & Trust
Florida
$2.17M +$118K +537 +7%
TC
920
Telemus Capital
Michigan
$2.16M -$111K -506 -6%
ZCA
921
Zeke Capital Advisors
Pennsylvania
$2.16M +$30.9K +141 +2%
HI
922
Horizon Investments
North Carolina
$2.16M -$759K -3,467 -29%
EPC
923
Emerson Point Capital
New York
$2.15M – – –
IFWM
924
Institute for Wealth Management
Colorado
$2.14M +$48.2K +220 +3%
MWA
925
Meridian Wealth Advisors
Texas
$2.13M -$4.16K -19 -0.2%
35 36
37
38 39