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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1051
Ceeto Capital Group
Florida
$1.52M +$547K +2,250 +49%
IA
1052
IFP Advisors
Florida
$1.52M +$80.5K +331 +5%
FHA
1053
Flagship Harbor Advisors
Massachusetts
$1.52M +$567K +2,333 +52%
BRG
1054
Bay Rivers Group
Virginia
$1.52M +$593K +2,439 +56%
VAG
1055
VisionPoint Advisory Group
Texas
$1.51M +$1.27M +5,229 +335%
UFF
1056
USA Financial Formulas
Michigan
$1.5M -$1.23M -5,043 -43%
CFFP
1057
Center for Financial Planning
Michigan
$1.5M – – –
ZB
1058
Zions Bancorporation
Utah
$1.5M -$798K -3,281 -33%
FP
1059
Fiduciary Planning
Florida
$1.49M +$1.62M +6,680 +33,400%
MME
1060
Meag Munich Ergo
Germany
$1.49M +$648K +2,665 +66%
ACH
1061
ArrowMark Colorado Holdings
Colorado
$1.49M -$259K -1,064 -14%
CWMU
1062
Caliber Wealth Management (Utah)
Utah
$1.48M +$1.61M +6,629 New
AT
1063
Arden Trust
Delaware
$1.47M -$89K -366 -5%
TFA
1064
Teamwork Financial Advisors
Texas
$1.46M +$249K +1,025 +18%
PPW
1065
Parcion Private Wealth
Washington
$1.46M +$93.4K +384 +6%
BWL
1066
Bogart Wealth LLC
Virginia
$1.46M +$322K +1,325 +25%
MIFH
1067
Migdal Insurance & Financial Holdings
Israel
$1.45M -$7.73M -31,777 -83%
CDH
1068
Charles D. Hyman
$1.45M -$4.86K -20 -0.3%
MCIA
1069
Mountain Capital Investment Advisors
Colorado
$1.44M -$386K -1,586 -19%
MWM
1070
Midwest Wealth Management
Indiana
$1.44M +$1.57M +6,476 New
LCP
1071
Legacy Capital Partners
Wisconsin
$1.44M -$73K -300 -4%
CRIG
1072
Charter Research & Investment Group
Connecticut
$1.43M +$17K +70 +1%
NB
1073
Nicolet Bankshares
Wisconsin
$1.43M +$11.2K +46 +0.7%
WI
1074
WrapManager Inc
California
$1.43M +$66.1K +272 +4%
PCM
1075
Pennsylvania Capital Management
Pennsylvania
$1.43M +$316K +1,298 +25%
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