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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KMWM
1076
Keudell/Morrison Wealth Management
Oregon
$1.73M +$168K +728 +11%
BRG
1077
Bay Rivers Group
Virginia
$1.73M +$19.1K +83 +1%
DC
1078
Derby & Company
Massachusetts
$1.73M – – –
PCS
1079
Personal CFO Solutions
New Jersey
$1.72M -$163K -706 -9%
1WA
1080
180 Wealth Advisors
Washington
$1.72M +$14.8K +64 +0.9%
IAIM
1081
International Assets Investment Management
Florida
$1.72M -$755K -3,276 -32%
GW
1082
GW & Wade
Massachusetts
$1.72M +$33.2K +144 +2%
JWBC
1083
J.W. Burns & Co
New York
$1.71M +$191K +830 +13%
VWM
1084
Vigilare Wealth Management
Arizona
$1.71M -$5.99K -26 -0.4%
AFP
1085
Ausdal Financial Partners
Iowa
$1.71M +$358K +1,552 +29%
RIA
1086
Regal Investment Advisors
Michigan
$1.7M +$1.61M +6,975 New
LWM
1087
Laidlaw Wealth Management
New York
$1.7M -$47.5K -206 -3%
CRIG
1088
Charter Research & Investment Group
Connecticut
$1.7M +$49.6K +215 +3%
MIM
1089
Moseley Investment Management
Florida
$1.69M +$11.8K +51 +0.7%
CWAG
1090
Compton Wealth Advisory Group
Virginia
$1.68M +$99.1K +430 +7%
AI
1091
Atom Investors
Texas
$1.68M +$1.59M +6,885 New
IHL
1092
Investment House LLC
California
$1.68M +$235K +1,020 +17%
CMANY
1093
Capital Management Associates (New York)
New York
$1.67M -$1.31M -5,700 -46%
WMSA
1094
Weiss Multi-Strategy Advisers
New York
$1.66M +$1.57M +6,806 New
EB
1095
Eastern Bank
Massachusetts
$1.66M -$195K -845 -11%
IIM
1096
Intact Investment Management
Quebec, Canada
$1.66M +$230K +1,000 +17%
CFFP
1097
Center for Financial Planning
Michigan
$1.66M – – –
ECG
1098
EPIQ Capital Group
California
$1.66M -$1.02M -4,422 -39%
JHCP
1099
Jackson Hole Capital Partners
Oklahoma
$1.65M +$14.1K +61 +0.9%
CCM
1100
Compton Capital Management
Rhode Island
$1.65M +$265K +1,150 +20%
42 43
44
45 46