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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
XS
926
XR Securities
Illinois
$1.8M +$1.34M +7,876 +169%
LPT
927
Legacy Private Trust
Wisconsin
$1.8M -$147K -865 -6%
MWA
928
Meridian Wealth Advisors
Texas
$1.8M -$234K -1,381 -10%
RDWM
929
Red Door Wealth Management
Tennessee
$1.78M +$148K +874 +8%
AIP
930
Ameritas Investment Partners
Nebraska
$1.78M -$53.2K -314 -2%
WA
931
Wealth Alliance
New York
$1.77M -$46.6K -275 -2%
PH
932
Pinnacle Holdings
Oklahoma
$1.77M +$52.1K +307 +3%
EBT
933
Enterprise Bank & Trust
Massachusetts
$1.76M -$5.43K -32 -0.3%
SWM
934
Spire Wealth Management
Virginia
$1.75M -$1.77M -10,434 -46%
GCM
935
Glynn Capital Management
California
$1.75M – – –
CFM
936
Capricorn Fund Managers
United Kingdom
$1.75M +$1.59M +9,367 +335%
MCIA
937
Mountain Capital Investment Advisors
Colorado
$1.74M -$182K -1,074 -9%
SWM
938
SeaCrest Wealth Management
New York
$1.74M -$58.5K -345 -3%
CI
939
Cigna Investments
Connecticut
$1.73M -$94.3K -556 -4%
DSAM
940
Dock Street Asset Management
Florida
$1.73M -$306K -1,805 -13%
KFS
941
Kaizen Financial Strategies
California
$1.73M -$7.29K -43 -0.4%
SIG
942
Stonegate Investment Group
Alabama
$1.72M -$338K -1,991 -14%
IHL
943
Investment House LLC
California
$1.72M -$553K -3,263 -21%
ONSWM
944
Old North State Wealth Management
North Carolina
$1.71M +$234K +1,378 +13%
CPIG
945
Chicago Partners Investment Group
Illinois
$1.7M +$44.4K +262 +2%
IWS
946
Insight Wealth Strategies
California
$1.7M – – –
AIS
947
American Investment Services
Massachusetts
$1.69M +$2M +11,767 New
P
948
Pitcairn
Pennsylvania
$1.69M -$34.8K -205 -2%
AIA
949
Avalon Investment & Advisory
Texas
$1.69M -$22.9K -135 -1%
MJB
950
Mark J. Bradley
$1.69M +$336K +1,980 +20%
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