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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
926
Modus Advisors
Minnesota
$2.35M -$53K -314 -3%
CAIMH
927
Central Asset Investments & Management Holdings
Hong Kong
$2.33M +$1.97M +11,645 New
TAM
928
Trust Asset Management
Texas
$2.31M +$44.4K +263 +2%
HFRG
929
Houlihan Financial Resource Group
Virginia
$2.31M +$32.9K +195 +2%
MAS
930
Meeder Advisory Services
Ohio
$2.31M +$407K +2,408 +26%
AWM
931
Apollon Wealth Management
South Carolina
$2.31M -$138K -818 -7%
EH
932
Equitable Holdings
New York
$2.3M -$37.3K -221 -2%
CWMU
933
Caliber Wealth Management (Utah)
Utah
$2.3M +$341K +2,018 +21%
CNC
934
Citizens & Northern Corp
Pennsylvania
$2.3M -$4.9K -29 -0.3%
BP
935
Ballentine Partners
Massachusetts
$2.3M +$585K +3,464 +43%
WPC
936
Wedmont Private Capital
Pennsylvania
$2.29M +$223K +1,322 +12%
IIA
937
IPG Investment Advisors
California
$2.28M +$447K +2,644 +30%
MOS
938
MGO One Seven
Ohio
$2.27M +$568K +3,364 +42%
NFC
939
Northeast Financial Consultants
Connecticut
$2.26M -$574K -3,397 -23%
CPM
940
Connective Portfolio Management
New York
$2.25M +$1.92M +11,365 New
FB
941
Fulton Bank
Pennsylvania
$2.25M -$102K -604 -5%
KLWA
942
Kelly Lawrence W & Associates
California
$2.22M – – –
BMCM
943
Bryn Mawr Capital Management
Pennsylvania
$2.21M +$9.63K +57 +0.5%
WSCM
944
Wellington Shields Capital Management
New York
$2.21M +$4.34M +25,676 +40%
1WA
945
180 Wealth Advisors
Washington
$2.2M +$146K +867 +9%
QI
946
Qtron Investments
Massachusetts
$2.2M +$192K +1,138 +12%
HWM
947
HB Wealth Management
Georgia
$2.2M +$399K +2,360 +27%
VWA
948
V Wealth Advisors
Kansas
$2.2M +$287K +1,700 +18%
CCM
949
Canal Capital Management
Virginia
$2.17M +$286K +1,694 +19%
IP
950
Intellectus Partners
California
$2.16M -$64.7K -383 -3%
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