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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
951
Freedom Investment Management
Connecticut
$2.42M +$30.7K +133 +1%
PWSG
952
Pacific Wealth Strategies Group
California
$2.41M -$14.5K -63 -0.6%
DPIM
953
Duff & Phelps Investment Management
Illinois
$2.4M -$187K -810 -8%
NAMP
954
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.4M -$3.46K -15 -0.2%
WCM
955
Wunderlich Capital Managemnt
Tennessee
$2.4M +$70.8K +307 +3%
SIM
956
Sentry Investment Management
Wisconsin
$2.38M – – –
TPCW
957
TD Private Client Wealth
New York
$2.36M +$69.6K +302 +3%
ZB
958
Zions Bancorporation
Utah
$2.34M +$421K +1,828 +24%
FDS
959
Freedom Day Solutions
Texas
$2.32M -$308K -1,338 -12%
CA
960
Clearstead Advisors
Ohio
$2.3M +$16.6K +72 +0.8%
WHG
961
Westwood Holdings Group
Texas
$2.29M -$870K -3,773 -29%
AWM
962
Altium Wealth Management
New York
$2.29M -$3.46K -15 -0.2%
MS
963
Madden Securities
Texas
$2.29M -$226K -980 -9%
ED
964
Exane Derivatives
France
$2.29M +$306K +1,327 +16%
AL
965
Aspiriant LLC
California
$2.28M -$641K -2,783 -23%
IWS
966
Insight Wealth Strategies
California
$2.27M -$529K -2,296 -20%
WA
967
Winfield Associates
Ohio
$2.27M -$282K -1,225 -12%
SC
968
Sawyer & Company
Massachusetts
$2.25M +$2.12M +9,210 +46,050%
TIA
969
Tiemann Investment Advisors
California
$2.24M +$4.61K +20 +0.2%
PMG
970
ProVise Management Group
Florida
$2.24M -$5.07K -22 -0.2%
IFWM
971
Institute for Wealth Management
Colorado
$2.23M -$15.4K -67 -0.7%
STC
972
Sarah T. Connolly
$2.21M +$27.7K +120 +1%
NFG
973
Nations Financial Group
Iowa
$2.21M -$40.3K -175 -2%
CFA
974
Carroll Financial Associates
North Carolina
$2.21M +$1.18M +5,125 +131%
AFWM
975
AMJ Financial Wealth Management
Virginia
$2.21M +$22.4K +97 +1%
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