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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIS
1026
Graphene Investments SAS
France
$3.36M +$99.4K +400 +3%
RFL
1027
RD Finance Ltd
Cyprus
$3.35M – – –
PWM
1028
Palumbo Wealth Management
New York
$3.34M +$1.69M +6,812 +117%
PWM
1029
Positano Wealth Management
$3.34M +$3.13M +12,600 New
CC
1030
Courier Capital
New York
$3.33M +$156K +628 +5%
MC
1031
Mathes Company
New York
$3.32M -$9.94K -40 -0.3%
IBOK
1032
Independence Bank of Kentucky
Kentucky
$3.31M +$34.3K +138 +1%
TCM
1033
Twin Capital Management
Pennsylvania
$3.3M -$299K -1,202 -9%
RWM
1034
Rockline Wealth Management
New York
$3.3M +$24.4K +98 +0.8%
KWA
1035
Kingswood Wealth Advisors
California
$3.29M +$560K +2,253 +22%
IIA
1036
IPG Investment Advisors
California
$3.29M +$103K +416 +3%
PWG
1037
Portside Wealth Group
Utah
$3.28M +$1.46M +5,855 +89%
WAS
1038
Winch Advisory Services
Wisconsin
$3.28M -$129K -521 -4%
TPA
1039
Trivium Point Advisory
Connecticut
$3.27M -$55.7K -224 -2%
HIP
1040
Harrell Investment Partners
Texas
$3.26M -$6.71K -27 -0.2%
RMC
1041
Resources Management Corp
Connecticut
$3.25M +$45.7K +184 +2%
RT
1042
Rockland Trust
Massachusetts
$3.25M -$200K -803 -6%
CIG
1043
Cullen Investment Group
Louisiana
$3.23M -$730K -2,938 -19%
AC
1044
AlphaCore Capital
California
$3.22M +$881K +3,546 +41%
KLWA
1045
Kelly Lawrence W & Associates
California
$3.21M +$55.9K +225 +2%
KAS
1046
KPP Advisory Services
Kentucky
$3.21M -$33.8K -136 -1%
MWM
1047
Marion Wealth Management
Pennsylvania
$3.21M +$235K +944 +7%
MG
1048
Mather Group
Illinois
$3.2M +$361K +1,453 +14%
MYIA
1049
Mount Yale Investment Advisors
Colorado
$3.2M +$1.54M +6,190 +105%
AAP
1050
Arax Advisory Partners
Colorado
$3.19M -$951K -3,826 -24%
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