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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
951
Modus Advisors
Minnesota
$2.52M +$36.3K +178 +2%
CAM
952
Centre Asset Management
New York
$2.52M +$2.43M +11,908 New
EAM
953
Eagle Asset Management
Florida
$2.51M +$317K +1,551 +15%
EWM
954
Executive Wealth Management
Michigan
$2.49M -$111K -546 -4%
CWMU
955
Caliber Wealth Management (Utah)
Utah
$2.48M +$47.2K +231 +2%
DT
956
Diversified Trust
Tennessee
$2.48M -$227K -1,111 -9%
WWA
957
WCG Wealth Advisors
Nevada
$2.48M +$2.39M +11,730 New
FIA
958
Foundations Investment Advisors
Arizona
$2.48M +$1.15M +5,634 +93%
AIP
959
Ameritas Investment Partners
Nebraska
$2.47M -$103K -504 -4%
CI
960
Cigna Investments
Connecticut
$2.45M -$44.7K -219 -2%
TAM
961
Trust Asset Management
Texas
$2.45M – – –
VWA
962
V Wealth Advisors
Kansas
$2.44M +$118K +576 +5%
AAM
963
Advisors Asset Management
Colorado
$2.41M -$438K -2,145 -16%
DWA
964
Douglass Winthrop Advisors
New York
$2.41M +$747K +3,660 +47%
BP
965
Ballentine Partners
Massachusetts
$2.41M -$19.6K -96 -0.8%
KA
966
Kovack Advisors
Florida
$2.39M +$704K +3,447 +44%
NFC
967
Northeast Financial Consultants
Connecticut
$2.39M – – –
CNC
968
Citizens & Northern Corp
Pennsylvania
$2.37M -$58.6K -287 -2%
CA
969
Callahan Advisors
Texas
$2.36M +$349K +1,710 +18%
NAG
970
Northstar Advisory Group
New Jersey
$2.35M +$1.55M +7,594 +216%
KLWA
971
Kelly Lawrence W & Associates
California
$2.34M -$71.4K -350 -3%
PCH
972
PGIM Custom Harvest
New Jersey
$2.32M -$1.05M -5,147 -32%
DPIM
973
Duff & Phelps Investment Management
Illinois
$2.31M +$30.6K +150 +1%
CCM
974
Canal Capital Management
Virginia
$2.31M +$15.9K +78 +0.7%
SS
975
Sunbelt Securities
Texas
$2.3M +$817 +4 +0%
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