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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
1101
Northeast Financial Group
Pennsylvania
$2.08M +$153K +544 +7%
HCP
1102
Hiddenite Capital Partners
New York
$2.07M +$2.29M +8,150 New
JHCP
1103
Jackson Hole Capital Partners
Oklahoma
$2.07M +$304K +1,081 +15%
WPW
1104
Waldron Private Wealth
Pennsylvania
$2.06M +$1.01M +3,592 +80%
IIA
1105
IPG Investment Advisors
California
$2.05M +$12.1K +43 +0.5%
CCM
1106
Chickasaw Capital Management
Tennessee
$2.05M -$153K -545 -6%
RIA
1107
Regal Investment Advisors
Michigan
$2.05M -$223K -795 -9%
EWM
1108
Elmwood Wealth Management
California
$2.05M +$2.26M +8,051 New
EAM
1109
Eagle Asset Management
Florida
$2.04M +$71.1K +253 +3%
SACTSONJ
1110
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.03M – – –
EH
1111
Equitable Holdings
New York
$2.03M +$290K +1,033 +15%
KF
1112
Krilogy Financial
Missouri
$2.03M -$21.9K -78 -1%
MWM
1113
Mission Wealth Management
California
$2.02M +$27K +96 +1%
FC
1114
FORA Capital
Florida
$2.02M -$4.06M -14,441 -65%
VWM
1115
Vigilare Wealth Management
Arizona
$2.02M +$47.5K +169 +2%
TPWA
1116
TRUE Private Wealth Advisors
Oregon
$2.01M +$62.4K +222 +3%
PCM
1117
Penserra Capital Management
California
$2.01M +$1.23M +4,394 +125%
AWP
1118
Ascent Wealth Partners
New York
$1.99M +$63.5K +226 +3%
IAIM
1119
International Assets Investment Management
Florida
$1.99M +$48.6K +173 +2%
DWT
1120
Dorsey & Whitney Trust
South Dakota
$1.98M +$913K +3,250 +71%
MA
1121
Modus Advisors
Minnesota
$1.98M -$81.8K -291 -4%
SS
1122
Sunbelt Securities
Texas
$1.98M +$317K +1,129 +14%
IWM
1123
IHT Wealth Management
Illinois
$1.97M +$149K +532 +7%
WCA
1124
Westover Capital Advisors
Delaware
$1.96M +$588K +2,092 +37%
OHWP
1125
Oak Harbor Wealth Partners
North Carolina
$1.96M +$2.17M +7,725 New
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