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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1051
Generali Investments Management
Slovenia
$3.57M +$671K +2,508 +24%
PCIG
1052
Partners Capital Investment Group
Massachusetts
$3.57M -$4.59M -17,151 -57%
USCWA
1053
U.S. Capital Wealth Advisors
Texas
$3.56M -$1.39M -5,213 -29%
QPBE
1054
Quintet Private Bank (Europe)
Luxembourg
$3.55M -$2.89M -10,809 -45%
XT
1055
XTX Topco
Cayman Islands
$3.55M +$935K +3,499 +37%
MWM
1056
Marion Wealth Management
Pennsylvania
$3.54M +$246K +919 +8%
AI
1057
AXS Investments
New York
$3.54M -$1.02M -3,829 -23%
NFG
1058
Nations Financial Group
Iowa
$3.53M +$1.62M +6,062 +88%
WAS
1059
Winch Advisory Services
Wisconsin
$3.52M -$44.6K -167 -1%
SC
1060
Savoie Capital
Illinois
$3.52M – – –
GMA
1061
Glassy Mountain Advisors
Maryland
$3.52M +$3.12M +11,673 +954%
FPCP
1062
Fort Point Capital Partners
California
$3.51M +$2.99M +11,198 +673%
BRWA
1063
B. Riley Wealth Advisors
Florida
$3.51M +$3.44M +12,861 New
JGCM
1064
Joseph Group Capital Management
Ohio
$3.5M +$737K +2,758 +27%
HIP
1065
Harrell Investment Partners
Texas
$3.48M +$148K +555 +5%
RFL
1066
RD Finance Ltd
Cyprus
$3.45M – – –
CA
1067
CGN Advisors
Kansas
$3.44M +$313K +1,169 +10%
NFC
1068
Northeast Financial Consultants
Connecticut
$3.43M -$372K -1,390 -10%
EWA
1069
Evolution Wealth Advisors
Florida
$3.43M +$47.3K +177 +1%
TI
1070
TTP Investments
California
$3.43M +$3.36M +12,572 New
LWANC
1071
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.42M +$23.5K +88 +0.7%
CA
1072
Cache Advisors
California
$3.42M +$446K +1,668 +15%
CW
1073
CreativeOne Wealth
Kansas
$3.42M +$310K +1,160 +10%
MASUI
1074
MIRAE ASSET SECURITIES (USA) INC.
New York
$3.42M +$3.35M +12,533 New
MC
1075
Mathes Company
New York
$3.41M +$57.5K +215 +2%
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