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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
1051
ACG Wealth
Georgia
$635K -$221K -1,408 -27%
RWB
1052
RMR Wealth Builders
New Jersey
$632K +$609K +3,888 New
CA
1053
Calton & Associates
Florida
$627K +$296K +1,886 +96%
LWM
1054
Laidlaw Wealth Management
New York
$626K +$604K +3,850 New
WWM
1055
Western Wealth Management
Colorado
$625K -$8.62K -55 -1%
EH
1056
Equitable Holdings
New York
$624K +$601K +3,834 New
SIG
1057
Sky Investment Group
Connecticut
$620K -$23.4K -149 -4%
ECG
1058
EPIQ Capital Group
California
$618K +$595K +3,797 New
PFPT
1059
Pinnacle Financial Partners (Tennessee)
Tennessee
$615K +$17.1K +109 +3%
ISL
1060
Ingalls & Snyder LLC
New York
$615K +$138K +882 +30%
1SB
1061
1ST Source Bank
Indiana
$614K -$79.2K -505 -12%
FWM
1062
Frontier Wealth Management
Missouri
$613K -$1.53M -9,730 -72%
FUBT
1063
First United Bank & Trust
Maryland
$611K +$24.9K +159 +4%
LFAS
1064
Level Four Advisory Services
Texas
$611K +$177K +1,126 +42%
KTC
1065
Kistler-Tiffany Companies
Pennsylvania
$610K +$85.7K +547 +17%
KMWM
1066
Keudell/Morrison Wealth Management
Oregon
$609K +$212K +1,355 +57%
AT
1067
Arden Trust
Delaware
$609K +$586K +3,741 New
FIM
1068
Freedom Investment Management
Connecticut
$604K -$83.4K -532 -13%
MFW
1069
Meristem Family Wealth
Minnesota
$600K +$74.3K +474 +15%
TC
1070
Truvestments Capital
Florida
$599K +$35.6K +227 +7%
ABC
1071
Associated Banc-Corp
Wisconsin
$598K +$303K +1,933 +111%
MF
1072
Magnetar Financial
Illinois
$596K +$574K +3,664 New
PAS
1073
Partnervest Advisory Services
California
$595K -$25.2K -161 -4%
MGIM
1074
M&G Investment Management
United Kingdom
$593K +$571K +3,641 New
CRWM
1075
Castle Rock Wealth Management
California
$592K +$2.51K +16 +0.5%
41 42
43
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