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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QOP
1051
Quinn Opportunity Partners
Virginia
$2.29M -$3.31M -13,051 -61%
JSL
1052
JT Stratford LLC
Georgia
$2.27M +$21.8K +86 +1%
TW
1053
TrinityPoint Wealth
Connecticut
$2.27M +$6.6K +26 +0.3%
CWMU
1054
Caliber Wealth Management (Utah)
Utah
$2.27M +$53.6K +211 +3%
CRI
1055
Colonial River Investments
Virginia
$2.27M +$1.04M +4,090 +111%
BM
1056
Brandywine Managers
Delaware
$2.27M +$1.87M +7,363 +736%
NFC
1057
Northeast Financial Consultants
Connecticut
$2.25M +$469K +1,845 +29%
MIAS
1058
Mason Investment Advisory Services
Virginia
$2.25M – – –
SFP
1059
Shepherd Financial Partners
Massachusetts
$2.25M +$5.33K +21 +0.3%
AF
1060
Aldebaran Financial
$2.24M +$133K +525 +7%
RDWM
1061
Red Door Wealth Management
Tennessee
$2.23M +$283K +1,116 +16%
MWM
1062
Midwest Wealth Management
Indiana
$2.23M +$94.5K +372 +5%
MC
1063
Maverick Capital
Texas
$2.23M +$1.68M +6,606 +413%
CCP
1064
Cassia Capital Partners
North Carolina
$2.23M +$2.08M +8,207 New
AC
1065
Abbrea Capital
California
$2.22M -$2.54K -10 -0.1%
VCM
1066
Virtue Capital Management
Tennessee
$2.22M +$159K +626 +8%
WBC
1067
West Branch Capital
Massachusetts
$2.21M -$762 -3 -0%
MCIA
1068
Mountain Capital Investment Advisors
Colorado
$2.21M -$111K -436 -5%
PAM
1069
Paradigm Asset Management
New York
$2.2M -$102K -400 -5%
LCP
1070
Legacy Capital Partners
Wisconsin
$2.19M +$396K +1,561 +24%
MA
1071
Modus Advisors
Minnesota
$2.19M +$121K +476 +6%
KF
1072
Krilogy Financial
Missouri
$2.18M +$24.1K +95 +1%
OGF
1073
Orin Green Financial
California
$2.18M +$2.04M +8,047 New
BB
1074
Bell Bank
North Dakota
$2.18M +$90.2K +355 +5%
BWM
1075
BNC Wealth Management
Oregon
$2.18M +$42.4K +167 +2%
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