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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1051
Dakota Wealth Management
Florida
$1.57M -$43.9K -197 -3%
AFAS
1052
Acorn Financial Advisory Services
Virginia
$1.57M +$296K +1,331 +22%
ETC
1053
Exchange Traded Concepts
Oklahoma
$1.57M -$3.57M -16,043 -68%
MA
1054
Montag & Associates
Georgia
$1.57M -$2.89M -12,979 -64%
UBG
1055
United Bank (Georgia)
Georgia
$1.56M -$82.4K -370 -5%
AC
1056
Abbrea Capital
California
$1.56M +$381K +1,711 +30%
CPC
1057
Congress Park Capital
New York
$1.56M -$186K -835 -10%
BP
1058
Ballentine Partners
Massachusetts
$1.56M -$38.1K -171 -2%
GI
1059
GS Investments
Minnesota
$1.56M +$74.8K +336 +5%
1WA
1060
180 Wealth Advisors
Washington
$1.56M +$218K +979 +16%
AWM
1061
Apollon Wealth Management
South Carolina
$1.55M +$706K +3,173 +76%
CWMU
1062
Caliber Wealth Management (Utah)
Utah
$1.55M +$155K +695 +10%
TAM
1063
Trust Asset Management
Texas
$1.55M +$292K +1,311 +22%
FMB
1064
Field & Main Bank
Kentucky
$1.54M +$34.5K +155 +2%
SBIA
1065
Sheaff Brock Investment Advisors
Indiana
$1.54M +$325K +1,460 +25%
LTI
1066
Laffer Tengler Investments
Tennessee
$1.53M +$899K +4,038 +127%
AMC
1067
Asset Management Corp
Illinois
$1.53M +$584K +2,625 +57%
LWM
1068
Laidlaw Wealth Management
New York
$1.52M +$16K +72 +1%
CIA
1069
Capital Impact Advisors
Massachusetts
$1.52M -$1.3M -5,827 -45%
RHBC
1070
R.H. Bluestein & Co
Michigan
$1.52M -$21.5M -96,800 -93%
IIM
1071
Ironwood Investment Management
Massachusetts
$1.51M -$21.4K -96 -1%
EPC
1072
Emerson Point Capital
New York
$1.51M – – –
IFG
1073
Investors Financial Group
Minnesota
$1.5M +$306K +1,375 +24%
DC
1074
Derby & Company
Massachusetts
$1.5M +$1.57M +7,066 New
MWM
1075
Midwest Wealth Management
Indiana
$1.49M +$124K +556 +9%
41 42
43
44 45