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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1026
Altium Wealth Management
New York
$2.52M +$90.5K +322 +3%
SSG
1027
Summit Securities Group
New York
$2.52M -$4.78K -17 -0.2%
MCIA
1028
Mountain Capital Investment Advisors
Colorado
$2.5M +$710K +2,528 +31%
DPIM
1029
Duff & Phelps Investment Management
Illinois
$2.49M +$25.9K +92 +0.9%
NAMP
1030
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$2.49M +$39.1K +139 +1%
WANY
1031
Wealthspire Advisors (New York)
New York
$2.48M +$113K +403 +4%
FDS
1032
Freedom Day Solutions
Texas
$2.47M +$16.9K +60 +0.6%
SS
1033
Simplicity Solutions
Minnesota
$2.47M +$1.14M +4,066 +72%
SC
1034
Sawyer & Company
Massachusetts
$2.45M +$40.7K +145 +2%
IWS
1035
Insight Wealth Strategies
California
$2.45M +$13.2K +47 +0.5%
IFWM
1036
Institute for Wealth Management
Colorado
$2.45M +$113K +403 +4%
PSUF
1037
People's United Financial
Connecticut
$2.45M -$372K -1,325 -12%
MIFH
1038
Migdal Insurance & Financial Holdings
Israel
$2.43M -$130K -462 -5%
EFM
1039
E Fund Management
China
$2.43M -$225K -802 -8%
RMC
1040
Resources Management Corp
Connecticut
$2.42M +$170K +606 +7%
GI
1041
GS Investments
Minnesota
$2.41M +$595K +2,119 +29%
NFG
1042
Nations Financial Group
Iowa
$2.4M -$2.45M -8,726 -48%
QPWM
1043
Quadrant Private Wealth Management
Pennsylvania
$2.39M +$858K +3,054 +48%
VR
1044
Viridian RIA
Washington
$2.39M +$2.64M +9,402 New
EAM
1045
EFG Asset Management
Oregon
$2.39M +$2.64M +9,392 New
I
1046
INVST
Indiana
$2.38M +$941K +3,350 +37%
AWAG
1047
ARS Wealth Advisors Group
Florida
$2.37M -$32.3K -115 -1%
SC
1048
Savant Capital
Illinois
$2.37M +$977K +3,478 +60%
RC
1049
Resonate Capital
California
$2.36M +$2.61M +9,304 New
TA
1050
Townsend & Associates
Colorado
$2.36M -$45.5K -162 -2%
40 41
42
43 44