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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1001
Segment Wealth Management
Texas
$1.79M +$899K +3,696 +85%
SACTSONJ
1002
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.78M – – –
VFM
1003
Viking Fund Management
North Dakota
$1.78M +$1.95M +8,000 New
SWIG
1004
Strategic Wealth Investment Group
Kentucky
$1.76M -$4.13K -17 -0.2%
AWP
1005
Ascent Wealth Partners
New York
$1.75M +$2.19K +9 +0.1%
HIM
1006
Hotaling Investment Management
Pennsylvania
$1.74M +$66.4K +273 +4%
NAMP
1007
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$1.74M +$1.9M +7,810 New
ANRIA
1008
American National Registered Investment Advisor
Texas
$1.73M – – –
PIM
1009
Penobscot Investment Management
Massachusetts
$1.73M +$24.3K +100 +1%
RI
1010
Redwood Investments
Massachusetts
$1.73M -$90.5K -372 -5%
UBG
1011
United Bank (Georgia)
Georgia
$1.73M +$80.7K +332 +4%
PFT
1012
Providence First Trust
Arizona
$1.73M +$1.09M +4,495 +138%
FMLI
1013
Fukoku Mutual Life Insurance
Japan
$1.72M +$462K +1,900 +33%
SFG
1014
SageGuard Financial Group
Tennessee
$1.71M +$1.89M +7,787 New
GAM
1015
Geier Asset Management
Maryland
$1.71M +$1.92M +7,906 New
IIA
1016
IPG Investment Advisors
California
$1.71M +$380K +1,562 +26%
VR
1017
Viridian RIA
Washington
$1.71M +$149K +611 +9%
DWM
1018
Dakota Wealth Management
Florida
$1.7M +$1.35M +5,546 +268%
ACA
1019
Aptus Capital Advisors
Alabama
$1.69M +$1.65M +6,798 +841%
APP
1020
Avantax Planning Partners
Iowa
$1.69M -$357K -1,468 -16%
MWNA
1021
Marshall Wace North America
New York
$1.68M -$35.6M -146,236 -95%
BP
1022
Ballentine Partners
Massachusetts
$1.68M -$309K -1,272 -14%
TPWA
1023
TRUE Private Wealth Advisors
Oregon
$1.67M +$8.76K +36 +0.5%
MWM
1024
Meridian Wealth Management
Kentucky
$1.67M +$131K +537 +8%
AF
1025
Aldebaran Financial
$1.67M +$43.8K +180 +2%
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