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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
926
Argent Trust Co
Tennessee
$690K -$3.41K -22 -0.5%
LCAM
927
London & Capital Asset Management
United Kingdom
$689K +$176K +1,133 +35%
WWM
928
Western Wealth Management
Colorado
$683K -$55.2K -356 -8%
MA
929
Montag & Associates
Georgia
$683K -$4.65K -30 -0.7%
HF
930
HRT Financial
New York
$681K +$667K +4,306 New
FHA
931
Flagship Harbor Advisors
Massachusetts
$680K +$30.2K +195 +5%
GSC
932
G&S Capital
Colorado
$680K +$583K +3,759 +704%
CB
933
CNB Bank
Pennsylvania
$675K +$61.7K +398 +10%
CWM
934
Cornerstone Wealth Management
Missouri
$673K +$471K +3,036 New
FCA
935
FinTrust Capital Advisors
South Carolina
$672K +$54.2K +350 +9%
MWM
936
Mission Wealth Management
California
$668K +$83.5K +539 +15%
IDBONY
937
Israel Discount Bank of New York
New York
$666K -$17.8K -115 -3%
SRC
938
Sage Rhino Capital
California
$663K +$649K +4,188 New
WF
939
Welch & Forbes
Massachusetts
$661K +$12.1K +78 +2%
I
940
INVST
Indiana
$656K -$16K -103 -2%
NDSI
941
Newman Dignan & Sheerar Inc
Rhode Island
$656K -$4.65K -30 -0.7%
WAM
942
Wealthspire Advisors (Maryland)
Maryland
$656K +$25K +161 +4%
GFP
943
Gryphon Financial Partners
Ohio
$643K -$4.65K -30 -0.7%
IP
944
Intellectus Partners
California
$642K -$7.75K -50 -1%
AWM
945
Avior Wealth Management
Nebraska
$640K +$228K +1,470 +57%
IIM
946
Intact Investment Management
Quebec, Canada
$634K – – –
QCM
947
Quest Capital Management
Texas
$633K +$206K +1,331 +50%
SFS
948
Sowell Financial Services
Arkansas
$632K +$70.2K +453 +13%
FIM
949
Freedom Investment Management
Connecticut
$625K -$13.2K -85 -2%
SIM
950
Stratos Investment Management
Ohio
$622K +$609K +3,926 New
36 37
38
39 40