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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1076
Finer Wealth Management
Massachusetts
$3.28M +$53.5K +172 +1%
HIP
1077
Harrell Investment Partners
Texas
$3.27M -$284K -913 -7%
IUHSA
1078
Itau Unibanco Holding S.A.
Brazil
$3.27M +$2.09M +6,721 +123%
CC
1079
Courier Capital
New York
$3.26M -$260K -837 -6%
IAS
1080
Insigneo Advisory Services
Florida
$3.26M +$887K +2,851 +31%
FCP
1081
Fidelis Capital Partners
Florida
$3.25M +$117K +375 +3%
TAP
1082
Tounjian Advisory Partners
Florida
$3.25M +$3.76M +12,100 New
MWM
1083
Marion Wealth Management
Pennsylvania
$3.24M +$3.42M +10,990 +1,027%
WWM
1084
Western Wealth Management
Colorado
$3.23M -$647K -2,081 -15%
JWCA
1085
J.W. Cole Advisors
Florida
$3.23M +$545K +1,752 +17%
FFA
1086
Fragasso Financial Advisors
Pennsylvania
$3.22M -$2.75M -8,846 -42%
NHT
1087
New Hampshire Trust
New Hampshire
$3.22M +$5.29K +17 +0.1%
KLWA
1088
Kelly Lawrence W & Associates
California
$3.21M -$87.1K -280 -2%
MA
1089
Mutual Advisors
Nebraska
$3.2M +$373K +1,200 +11%
OAM
1090
Occidental Asset Management
California
$3.18M +$215K +691 +6%
MFS
1091
Mirabella Financial Services
United Kingdom
$3.17M +$3.36M +10,801 +1,137%
CPBTD
1092
Central Pacific Bank - Trust Division
Hawaii
$3.17M -$1.19M -3,837 -25%
HH
1093
Hilltop Holdings
Texas
$3.17M +$263K +847 +8%
B
1094
Bensler
Washington
$3.17M +$3.67M +11,807 New
IBOK
1095
Independence Bank of Kentucky
Kentucky
$3.17M -$199K -640 -5%
OCA
1096
Otter Creek Advisors
Florida
$3.15M -$249K -800 -6%
WCF
1097
West Coast Financial
California
$3.14M +$3.64M +11,719 New
TPW
1098
Transatlantique Private Wealth
New York
$3.14M -$153K -491 -4%
BWM
1099
BigSur Wealth Management
Florida
$3.14M +$529K +1,700 +17%
RPI
1100
Railway Pension Investments
United Kingdom
$3.14M +$3.64M +11,700 New
42 43
44
45 46