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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MJB
1001
Mark J. Bradley
$2.07M -$15K -65 -0.8%
AWA
1002
Arkadios Wealth Advisors
Georgia
$2.07M +$403K +1,749 +26%
ACA
1003
Aptus Capital Advisors
Alabama
$2.07M +$141K +612 +8%
IWM
1004
IHT Wealth Management
Illinois
$2.07M -$81.1K -352 -4%
EP
1005
Edgestream Partners
New Jersey
$2.06M +$1.45M +6,300 +293%
FF
1006
FourThought Financial
Florida
$2.06M +$865K +3,753 +80%
MKA
1007
M. Kulyk & Associates
Georgia
$2.06M +$538K +2,334 +38%
CCG
1008
Ceeto Capital Group
Florida
$2.05M +$11.5K +50 +0.6%
EWM
1009
Elmwood Wealth Management
California
$2.05M – – –
TW
1010
TrinityPoint Wealth
Connecticut
$2.04M +$1.92M +8,349 New
FHA
1011
Flagship Harbor Advisors
Massachusetts
$2.04M +$4.61K +20 +0.2%
AWA
1012
ARS Wealth Advisors
Florida
$2.03M +$445K +1,932 +30%
CBB
1013
Citizens Business Bank
California
$2.03M -$133K -579 -7%
MIAS
1014
Mason Investment Advisory Services
Virginia
$2.03M +$493K +2,141 +35%
JSL
1015
JT Stratford LLC
Georgia
$2.02M +$186K +809 +11%
SFP
1016
Shepherd Financial Partners
Massachusetts
$2.02M +$3K +13 +0.2%
SCM
1017
Stevens Capital Management
Pennsylvania
$2.02M +$1.9M +8,259 New
JIP
1018
Jaffetilchin Investment Partners
Florida
$2.02M +$1.08M +4,697 +118%
TAM
1019
Trust Asset Management
Texas
$2.01M +$215K +931 +13%
IIA
1020
IPG Investment Advisors
California
$2.01M -$4.15K -18 -0.2%
MMA
1021
Miracle Mile Advisors
California
$2M +$894K +3,878 +90%
AC
1022
Abbrea Capital
California
$2M +$188K +815 +11%
MWM
1023
Meridian Wealth Management
Kentucky
$2M +$580K +2,517 +44%
WBC
1024
West Branch Capital
Massachusetts
$2M +$24.9K +108 +1%
MS
1025
Mizuho Securities
Japan
$1.97M +$1.23M +5,327 +194%
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