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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1001
PGIM Custom Harvest
New Jersey
$3.34M +$17.2K +67 +0.6%
DT
1002
Diversified Trust
Tennessee
$3.34M -$404K -1,576 -11%
KLWA
1003
Kelly Lawrence W & Associates
California
$3.32M +$499K +1,949 +19%
MFG
1004
Merit Financial Group
Georgia
$3.31M -$1.09M -4,271 -26%
FWM
1005
Finer Wealth Management
Massachusetts
$3.3M +$26.9K +105 +0.9%
GI
1006
GS Investments
Minnesota
$3.29M +$1.3M +5,088 +73%
AFG
1007
Atomi Financial Group
New York
$3.28M +$663K +2,589 +28%
HFRG
1008
Houlihan Financial Resource Group
Virginia
$3.27M +$6.66K +26 +0.2%
RWM
1009
Rockline Wealth Management
New York
$3.26M -$27.7K -108 -0.9%
MA
1010
Mutual Advisors
Nebraska
$3.26M -$560K -2,187 -16%
NHT
1011
New Hampshire Trust
New Hampshire
$3.23M +$14.9K +58 +0.5%
RWA
1012
Roberts Wealth Advisors
California
$3.21M +$79.9K +312 +3%
WSCM
1013
Wellington Shields Capital Management
New York
$3.21M -$85K -332 -3%
P
1014
Pitcairn
Pennsylvania
$3.2M -$438K -1,709 -13%
WIS
1015
Wright Investors Service
Connecticut
$3.2M +$87.9K +343 +3%
SWM
1016
SeaCrest Wealth Management
New York
$3.19M -$97.1K -379 -3%
NS
1017
NBC Securities
Alabama
$3.17M -$155K -607 -5%
AIMCA
1018
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.15M +$2.69M +10,500 +1,050%
IAN
1019
Integrated Advisors Network
Texas
$3.13M +$48.7K +190 +2%
FHB
1020
First Hawaiian Bank
Hawaii
$3.13M -$72K -281 -2%
GIS
1021
Graphene Investments SAS
France
$3.12M +$2.92M +11,400 New
EBT
1022
Enterprise Bank & Trust
Massachusetts
$3.1M +$11.3K +44 +0.4%
BHIA
1023
Birch Hill Investment Advisors
Massachusetts
$3.08M -$24.3K -95 -0.8%
TAM
1024
Trust Asset Management
Texas
$3.07M – – –
DWP
1025
Destiny Wealth Partners
Florida
$3.07M -$298K -1,165 -9%
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