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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GGI
976
GPM Growth Investors
Michigan
$2.34M +$430 +2 +0%
AWM
977
Altium Wealth Management
New York
$2.33M +$229K +1,066 +11%
AAM
978
Arabesque Asset Management
United Kingdom
$2.33M +$2.08M +9,687 +756%
BCM
979
Boltwood Capital Management
California
$2.32M -$52.1K -242 -2%
HAS
980
HBW Advisory Services
California
$2.31M -$1.89M -8,767 -45%
AFC
981
AFT Forsyth & Company
Florida
$2.31M -$428K -1,990 -15%
AWA
982
Arkadios Wealth Advisors
Georgia
$2.31M +$1.08M +5,020 +86%
NG
983
Northstar Group
New York
$2.3M +$117K +545 +5%
SWMG
984
Signature Wealth Management Group
Georgia
$2.3M +$685K +3,182 +42%
BOM
985
Bank of Marin
California
$2.3M -$81.1K -377 -3%
HG
986
Herbst Group
Connecticut
$2.29M +$1.12M +5,197 +93%
NW
987
NewEdge Wealth
Pennsylvania
$2.28M +$1.81M +8,409 +364%
PWP
988
Perfromance Wealth Partners
Illinois
$2.27M -$723K -3,361 -24%
IAS
989
IMA Advisory Services
Colorado
$2.27M +$37.7K +175 +2%
LSAG
990
Lake Street Advisors Group
New Hampshire
$2.27M -$85K -395 -4%
CWMU
991
Caliber Wealth Management (Utah)
Utah
$2.27M +$207K +964 +10%
FWM
992
Finer Wealth Management
Massachusetts
$2.26M -$87.6K -407 -4%
FHA
993
Flagship Harbor Advisors
Massachusetts
$2.26M +$407K +1,892 +22%
MIC
994
Maxi Investments CY
Cyprus
$2.24M +$1.85M +8,600 +437%
BP
995
Ballentine Partners
Massachusetts
$2.24M -$82K -381 -3%
SF
996
Symphony Financial
Texas
$2.24M +$1.64M +7,620 +210%
MYLI
997
Meiji Yasuda Life Insurance
Japan
$2.23M -$98.1K -456 -4%
SIA
998
Schechter Investment Advisors
Michigan
$2.23M -$433K -2,014 -16%
EFM
999
E Fund Management
China
$2.23M +$206K +955 +10%
IFWM
1000
Institute for Wealth Management
Colorado
$2.23M +$183K +851 +9%
38 39
40
41 42