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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1026
Wintrust Investments
Illinois
$2.88M +$298K +1,112 +11%
LSPW
1027
Lake Street Private Wealth
Illinois
$2.83M +$257K +962 +10%
RVPG
1028
Relative Value Partners Group
$2.83M +$2.22M +8,280 +302%
IAS
1029
Insigneo Advisory Services
Florida
$2.83M +$2.54M +9,485 +403%
DWA
1030
Douglass Winthrop Advisors
New York
$2.83M -$176K -656 -6%
SA
1031
Strategic Advocates
Utah
$2.81M +$231K +863 +9%
ETC
1032
Exchange Traded Concepts
Oklahoma
$2.81M -$7.23M -27,012 -71%
WWM
1033
Western Wealth Management
Colorado
$2.79M +$206K +771 +8%
WA
1034
Waverly Advisors
Alabama
$2.79M +$318K +1,189 +12%
IWA
1035
Icon Wealth Advisors
Texas
$2.79M -$2.89M -10,814 -50%
PDL
1036
Portfolio Design Labs
California
$2.79M +$522K +1,950 +22%
QI
1037
Qtron Investments
Massachusetts
$2.78M -$249K -931 -8%
CFSG
1038
Community Financial Services Group
Vermont
$2.76M +$187K +698 +7%
OM
1039
OV Management
Minnesota
$2.76M +$27.3K +102 +1%
CWP
1040
Capital Wealth Planning
Florida
$2.76M +$83.5K +312 +3%
CCIA
1041
Campbell & Co Investment Adviser
Maryland
$2.76M +$2.41M +8,990 +513%
HWAM
1042
Hennion & Walsh Asset Management
New Jersey
$2.76M +$1.02M +3,809 +55%
HW
1043
Hancock Whitney
Mississippi
$2.76M -$72.5K -271 -2%
RC
1044
Roundview Capital
New Jersey
$2.75M -$372K -1,389 -11%
RA
1045
RFG Advisory
Alabama
$2.75M +$1.14M +4,255 +66%
EAM
1046
EFG Asset Management
Oregon
$2.74M -$112K -419 -4%
CBB
1047
Citizens Business Bank
California
$2.74M -$84.3K -315 -3%
SLI
1048
Sumitomo Life Insurance
Japan
$2.73M -$371K -1,385 -12%
PL
1049
Perpetual Ltd
Australia
$2.72M +$227K +847 +9%
IWM
1050
IHT Wealth Management
Illinois
$2.72M +$352K +1,316 +14%
40 41
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