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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1026
Atala Financial
California
$2.13M +$126K +607 +6%
LFA
1027
Legacy Financial Advisors
Kentucky
$2.12M -$87K -420 -4%
JCM
1028
Jacobi Capital Management
Pennsylvania
$2.12M +$459K +2,214 +24%
NCM
1029
Next Capital Management
New York
$2.12M +$2.35M +11,350 New
BWG
1030
Boomfish Wealth Group
Georgia
$2.11M +$47.7K +230 +2%
ALAM
1031
Asahi Life Asset Management
Japan
$2.11M -$60.3K -291 -3%
EWA
1032
EverSource Wealth Advisors
Alabama
$2.1M +$426K +2,056 +22%
FGAM
1033
Financial Gravity Asset Management
Texas
$2.1M +$154K +744 +7%
PI
1034
PFG Investments
New York
$2.09M +$23.4K +113 +1%
HIIFS
1035
Harel Insurance Investments & Financial Services
Israel
$2.09M -$59.5K -287 -2%
HFRG
1036
Houlihan Financial Resource Group
Virginia
$2.09M -$18.6K -90 -0.8%
WN
1037
Williams & Novak
California
$2.09M +$2.33M +11,227 New
VAS
1038
Valicenti Advisory Services
New York
$2.09M -$34K -164 -1%
CAMG
1039
CWA Asset Management Group
Florida
$2.09M +$294K +1,419 +15%
VA
1040
VestGen Advisors
Illinois
$2.08M -$1.17M -5,642 -32%
NP
1041
Nilsine Partners
Colorado
$2.08M +$902K +4,354 +61%
CWM
1042
Cornerstone Wealth Management
Missouri
$2.08M +$119K +575 +5%
UBG
1043
United Bank (Georgia)
Georgia
$2.07M -$175K -845 -7%
FFA
1044
Fragasso Financial Advisors
Pennsylvania
$2.07M -$778K -3,755 -25%
NFG
1045
Nations Financial Group
Iowa
$2.06M +$88.7K +428 +4%
TFA
1046
Teamwork Financial Advisors
Texas
$2.06M +$483K +2,330 +27%
ACM
1047
Alta Capital Management
Utah
$2.06M +$55.5K +268 +2%
IAS
1048
Insigneo Advisory Services
Florida
$2.05M +$51.4K +248 +2%
HCM
1049
Hillman Capital Management
Maryland
$2.05M +$116K +559 +5%
MCM
1050
Mattern Capital Management
Colorado
$2.04M +$1.23M +5,947 +119%
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