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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1101
Cerebellum
California
$330K +$123K +796 +62%
HA
1102
Harfst & Associates
Wyoming
$329K +$8.68K +56 +3%
DC
1103
DeDora Capital
California
$327K +$320K +2,062 New
AF
1104
Allworth Financial
California
$326K – – –
SWM
1105
Segment Wealth Management
Texas
$326K +$77.8K +502 +32%
JHP
1106
James Hambro & Partners
United Kingdom
$325K -$186K -1,200 -37%
IWC
1107
Integrated Wealth Concepts
Massachusetts
$325K -$16.6K -107 -5%
EWA
1108
EP Wealth Advisors
California
$325K +$37.4K +241 +13%
HIS
1109
Harvest Investment Services
Illinois
$325K +$313K +2,021 New
AP
1110
Appleton Partners
Massachusetts
$324K -$9.92K -64 -3%
NAM
1111
North American Management
Massachusetts
$324K – – –
JFA
1112
JNBA Financial Advisors
Minnesota
$319K +$137K +881 +78%
FFA
1113
First Foundation Advisors
California
$318K -$709K -4,572 -69%
SWA
1114
Sutton Wealth Advisors
Florida
$317K +$3.56K +23 +1%
LC
1115
Lourd Capital
California
$317K -$76.7K -495 -20%
AC
1116
Alley Company
Illinois
$317K – – –
BSG
1117
Black Swift Group
Colorado
$317K +$310K +2,000 New
IUHSA
1118
Itau Unibanco Holding S.A.
Brazil
$313K – – –
AAM
1119
American Asset Management
Florida
$312K – – –
PCG
1120
Private Capital Group
Connecticut
$309K +$77.8K +502 +35%
TF
1121
Tompkins Financial
New York
$306K – – –
PB
1122
Pinnacle Bancorp
Nebraska
$305K -$15.5K -100 -5%
OMC
1123
Old Mission Capital
Illinois
$301K +$294K +1,900 New
CCM
1124
Community Capital Management
Florida
$298K – – –
ACS
1125
Archford Capital Strategies
Illinois
$296K – – –
43 44
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