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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Cache Advisors
California
$1.89M +$89.7K +433 +4%
AFC
1077
AFT Forsyth & Company
Florida
$1.87M -$13.5K -65 -0.6%
JPWM
1078
Jamison Private Wealth Management
Georgia
$1.87M +$85.2K +411 +4%
KSCM
1079
Kamunting Street Capital Management
Florida
$1.87M -$1.04M -5,000 -33%
CP
1080
Cumberland Partners
Ontario, Canada
$1.87M -$2.61M -12,600 -56%
SC
1081
Syon Capital
California
$1.86M -$269K -1,299 -12%
BTI
1082
Blue Trust Inc
Georgia
$1.85M -$43.7K -211 -2%
RT
1083
Rockland Trust
Massachusetts
$1.84M -$496K -2,395 -20%
VWM
1084
Venturi Wealth Management
Texas
$1.84M +$238K +1,149 +13%
AAP
1085
Arax Advisory Partners
Colorado
$1.83M -$469K -2,265 -19%
PH
1086
Pinnacle Holdings
Oklahoma
$1.82M +$273K +1,317 +16%
DWM
1087
Dakota Wealth Management
Florida
$1.8M -$5.7M -27,530 -74%
RB
1088
Rodgers Brothers
Pennsylvania
$1.8M +$1.75M +8,450 +704%
MGIA
1089
Moneta Group Investment Advisors
Missouri
$1.8M +$138K +664 +7%
TF
1090
TLWM Financial
Texas
$1.79M +$101K +489 +5%
PDL
1091
Portfolio Design Labs
California
$1.79M +$118K +571 +6%
MNBTD
1092
Moody National Bank Trust Division
Texas
$1.79M +$211K +1,019 +12%
WIM
1093
Westside Investment Management
California
$1.79M +$957K +4,618 +93%
SMH
1094
Sanders Morris Harris
Texas
$1.78M +$1.98M +9,557 New
TIA
1095
Tiemann Investment Advisors
California
$1.78M -$12.4K -60 -0.6%
JSW
1096
Journey Strategic Wealth
New Jersey
$1.77M +$747K +3,604 +61%
CFFP
1097
Center for Financial Planning
Michigan
$1.77M +$353K +1,704 +22%
CWAG
1098
Compton Wealth Advisory Group
Virginia
$1.77M +$20.9K +101 +1%
VNA
1099
Valley National Advisers
Pennsylvania
$1.76M -$77.1K -372 -4%
RWC
1100
Rare Wolf Capital
Washington
$1.76M +$520K +2,508 +36%
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