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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1026
Athanor Capital
New York
$1.43M -$14.7M -67,350 -92%
ATWA
1027
Arbor Trust Wealth Advisors
Michigan
$1.43M -$3.28K -15 -0.3%
RAM
1028
Redmond Asset Management
Virginia
$1.42M +$12.7K +58 +1%
UH
1029
Unigestion Holding
Switzerland
$1.41M +$573K +2,619 +87%
CBT
1030
Capital Bank & Trust
California
$1.41M +$136K +620 +12%
MS
1031
Madden Securities
Texas
$1.41M -$417K -1,905 -25%
RWB
1032
RMR Wealth Builders
New Jersey
$1.41M +$338K +1,544 +38%
PP
1033
Paloma Partners
Connecticut
$1.4M +$1.22M +5,574 New
TFA
1034
Teamwork Financial Advisors
Texas
$1.4M -$598K -2,732 -33%
BWM
1035
BigSur Wealth Management
Florida
$1.38M +$98.5K +450 +9%
RPC
1036
Rossmore Private Capital
Connecticut
$1.38M +$420K +1,917 +54%
SWMG
1037
Strategic Wealth Management Group
Maryland
$1.37M +$34.1K +156 +3%
IWC
1038
Integrated Wealth Concepts
Massachusetts
$1.37M +$99.6K +455 +9%
MFG
1039
MidWestOne Financial Group
Iowa
$1.36M -$138K -631 -10%
MYIA
1040
Mount Yale Investment Advisors
Colorado
$1.35M +$442K +2,017 +60%
CFMC
1041
Curbstone Financial Management Corp
New Hampshire
$1.34M – – –
BAM
1042
Barrett Asset Management
New York
$1.34M +$496K +2,267 +74%
SVCP
1043
Silicon Valley Capital Partners
California
$1.34M +$122K +557 +12%
WSFS
1044
Wilmington Savings Fund Society
Delaware
$1.33M +$30.6K +140 +3%
JHCP
1045
Jackson Hole Capital Partners
Oklahoma
$1.33M +$73.8K +337 +7%
PCM
1046
Pennsylvania Capital Management
Pennsylvania
$1.32M +$299K +1,365 +35%
PCM
1047
Prelude Capital Management
New York
$1.32M +$669K +3,057 +140%
IWM
1048
IHT Wealth Management
Illinois
$1.31M -$177K -809 -13%
BWAM
1049
Boyd Watterson Asset Management
Ohio
$1.31M -$316K -1,442 -22%
BWL
1050
Bogart Wealth LLC
Virginia
$1.31M +$164K +751 +17%
40 41
42
43 44