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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1051
Bell Bank
North Dakota
$1.93M +$120K +556 +7%
DT
1052
Diversified Trust
Tennessee
$1.93M -$418K -1,940 -18%
CIA
1053
Cohen Investment Advisors
New Hampshire
$1.93M +$25.6K +119 +1%
MWM
1054
Midwest Wealth Management
Indiana
$1.92M +$100K +465 +5%
V
1055
VeraBank
Texas
$1.92M – – –
PWSG
1056
Pacific Wealth Strategies Group
California
$1.91M -$287K -1,334 -13%
VFM
1057
Viking Fund Management
North Dakota
$1.91M – – –
GCM
1058
Graham Capital Management
Connecticut
$1.91M +$1.41M +6,549 +267%
TW
1059
TrinityPoint Wealth
Connecticut
$1.9M +$165K +768 +9%
CI
1060
CX Institutional
Indiana
$1.9M +$541K +2,516 +39%
IWM
1061
IHT Wealth Management
Illinois
$1.9M +$255K +1,183 +15%
MA
1062
Modus Advisors
Minnesota
$1.9M +$247K +1,148 +15%
AWAG
1063
ARS Wealth Advisors Group
Florida
$1.89M -$88.9K -413 -4%
TIA
1064
Tiemann Investment Advisors
California
$1.89M -$15.1K -70 -0.8%
LTI
1065
Laffer Tengler Investments
Tennessee
$1.89M +$35.9K +167 +2%
PMG
1066
ProVise Management Group
Florida
$1.88M +$15.9K +74 +0.8%
PWS
1067
Peterson Wealth Services
Utah
$1.88M +$275K +1,279 +17%
CCM
1068
Coldstream Capital Management
Washington
$1.86M -$391K -1,815 -17%
PSUF
1069
People's United Financial
Connecticut
$1.86M -$183K -852 -9%
ETC
1070
Exchange Traded Concepts
Oklahoma
$1.86M +$263K +1,221 +16%
MA
1071
Mutual Advisors
Nebraska
$1.85M +$349K +1,623 +23%
LWM
1072
Laidlaw Wealth Management
New York
$1.85M +$285K +1,325 +18%
WPW
1073
Waldron Private Wealth
Pennsylvania
$1.84M +$124K +574 +7%
WI
1074
WrapManager Inc
California
$1.84M -$22K -102 -1%
CNBT
1075
Cornerstone National Bank & Trust
Illinois
$1.83M +$258K +1,201 +16%
41 42
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