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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
926
PFG Investments
New York
$2.11M +$394K +2,242 +20%
CWA
927
Canvas Wealth Advisors
Kansas
$2.1M +$2.36M +13,416 New
ZF
928
Zhang Financial
Michigan
$2.1M -$4.22K -24 -0.2%
SIC
929
SFE Investment Counsel
California
$2.09M -$218K -1,240 -8%
AG
930
AlTi Global
New York
$2.09M -$972K -5,526 -29%
RWC
931
Rare Wolf Capital
Washington
$2.09M +$679K +3,859 +41%
CP
932
Cornerstone Planning
North Carolina
$2.08M +$97.6K +555 +4%
LAM
933
LECAP Asset Management
United Kingdom
$2.07M +$2.33M +13,241 New
SGI
934
Summit Global Investments
Utah
$2.07M +$1.2M +6,849 +107%
ANTB
935
AMG National Trust Bank
Colorado
$2.07M +$937K +5,330 +68%
PAM
936
Pegasus Asset Management
New York
$2.06M -$2.07M -11,777 -47%
FGC
937
Financial Gravity Companies
Texas
$2.06M +$2.32M +13,170 New
CWM
938
Chemistry Wealth Management
New York
$2.06M +$890K +5,063 +63%
LFA
939
Legacy Financial Advisors
Kentucky
$2.06M +$307K +1,746 +15%
IIA
940
IPG Investment Advisors
California
$2.05M -$356K -2,025 -13%
CPC
941
CFC Planning Company
Indiana
$2.05M -$115K -652 -5%
MCM
942
Monarch Capital Management
Indiana
$2.04M +$409K +2,325 +22%
FDP
943
Financiere des Professionnels
Quebec, Canada
$2.04M – – –
EAM
944
EdenTree Asset Management
United Kingdom
$2.03M – – –
WAS
945
Winch Advisory Services
Wisconsin
$2.03M +$87K +495 +4%
SA
946
Sovran Advisors
California
$2.03M -$254K -1,446 -11%
PCIG
947
Partners Capital Investment Group
Massachusetts
$2.03M -$388K -2,206 -15%
DFG
948
Demars Financial Group
Washington
$2.02M +$398K +2,264 +21%
TFA
949
Teamwork Financial Advisors
Texas
$2.02M +$333K +1,893 +17%
MF
950
Magnetar Financial
Illinois
$2M +$2.25M +12,789 New
36 37
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