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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1026
Intellectus Partners
California
$1.62M +$16.8K +95 +1%
GWMIA
1027
Global Wealth Management Investment Advisory
Florida
$1.62M +$281K +1,593 +19%
MA
1028
Modus Advisors
Minnesota
$1.62M +$154K +872 +10%
UBG
1029
United Bank (Georgia)
Georgia
$1.62M +$344K +1,948 +25%
LMKC
1030
L.M. Kohn & Company
Ohio
$1.61M -$21.2K -120 -1%
DT
1031
Diversified Trust
Tennessee
$1.61M +$122K +691 +8%
MJB
1032
Mark J. Bradley
$1.61M -$107K -605 -6%
HWM
1033
HB Wealth Management
Georgia
$1.61M +$503K +2,847 +41%
SC
1034
Sawyer & Company
Massachusetts
$1.6M -$8.84K -50 -0.5%
CCMT
1035
CMT Capital Markets Trading
Germany
$1.59M +$1.7M +9,649 New
NFG
1036
Nations Financial Group
Iowa
$1.58M +$47.5K +269 +3%
PWP
1037
Perfromance Wealth Partners
Illinois
$1.58M -$203K -1,150 -11%
TCM
1038
Teza Capital Management
Illinois
$1.58M +$1.19M +6,708 +235%
IAS
1039
IMA Advisory Services
Colorado
$1.57M -$210K -1,190 -11%
MWM
1040
Mission Wealth Management
California
$1.57M +$362K +2,050 +27%
WP
1041
WealthShield Partners
North Carolina
$1.56M -$593K -3,357 -26%
BOM
1042
Bank of Marin
California
$1.56M -$236K -1,336 -12%
CCG
1043
Ceeto Capital Group
Florida
$1.56M – – –
WPW
1044
Waldron Private Wealth
Pennsylvania
$1.56M +$137K +777 +9%
CIA
1045
Cohen Investment Advisors
New Hampshire
$1.56M +$65.4K +370 +4%
NEI
1046
Northwest & Ethical Investments
Ontario, Canada
$1.56M -$439K -2,486 -21%
1IA
1047
1834 Investment Advisors
Wisconsin
$1.54M -$730K -4,132 -31%
WGCA
1048
Wolf Group Capital Advisors
Virginia
$1.54M -$87.1K -493 -5%
1WA
1049
180 Wealth Advisors
Washington
$1.53M +$79.2K +448 +5%
MAM
1050
Meeder Asset Management
Ohio
$1.53M +$147K +832 +10%
40 41
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43 44