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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCP
1101
Legacy Capital Partners
Wisconsin
$1.38M +$4.45K +20 +0.3%
RMAM
1102
Raab & Moskowitz Asset Management
New Jersey
$1.37M -$190K -854 -12%
APP
1103
Avantax Planning Partners
Iowa
$1.37M -$245K -1,101 -15%
CWAG
1104
Compton Wealth Advisory Group
Virginia
$1.37M +$109K +488 +8%
NFC
1105
Northeast Financial Consultants
Connecticut
$1.36M -$911K -4,091 -39%
IF
1106
Intrua Financial
Texas
$1.35M +$788K +3,541 +158%
AWA
1107
ARS Wealth Advisors
Florida
$1.35M +$834K +3,746 +142%
KMWM
1108
Keudell/Morrison Wealth Management
Oregon
$1.35M +$122K +548 +9%
RCM
1109
Regency Capital Management
Hawaii
$1.34M +$1.41M +6,322 New
CDH
1110
Charles D. Hyman
$1.34M -$41.6K -187 -3%
FAM
1111
Fulcrum Asset Management
United Kingdom
$1.33M – – –
MFG
1112
MidWestOne Financial Group
Iowa
$1.32M +$141K +634 +11%
ATPW
1113
Ashton Thomas Private Wealth
Arizona
$1.32M +$35.8K +161 +3%
OCM
1114
Orion Capital Management
California
$1.31M – – –
WMP
1115
Wealth Management Partners
Arizona
$1.31M +$201K +904 +18%
C
1116
Certuity
Florida
$1.31M +$300K +1,348 +28%
AFM
1117
Abbot Financial Management
Massachusetts
$1.31M +$322K +1,448 +31%
JWBC
1118
J.W. Burns & Co
New York
$1.31M +$482K +2,167 +54%
MIAS
1119
Mason Investment Advisory Services
Virginia
$1.31M +$1.37M +6,162 New
CF
1120
Centaurus Financial
California
$1.3M +$241K +1,084 +21%
MWM
1121
Mission Wealth Management
California
$1.3M +$94.8K +426 +7%
MKA
1122
M. Kulyk & Associates
Georgia
$1.29M +$1.36M +6,105 New
WF
1123
Welch & Forbes
Massachusetts
$1.29M +$54.3K +244 +4%
ATWA
1124
Arbor Trust Wealth Advisors
Michigan
$1.29M +$63.4K +285 +5%
DP
1125
Dearborn Partners
Illinois
$1.28M -$14.5K -65 -1%
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