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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1101
Coastwise Capital Group
California
$1.76M +$1.78M +8,279 New
GFG
1102
Greystone Financial Group
Michigan
$1.75M +$1.03M +4,782 +137%
CI
1103
Cavalier Investments
Georgia
$1.75M -$407K -1,893 -19%
MOS
1104
MGO One Seven
Ohio
$1.75M -$1.33M -6,186 -43%
SVWAG
1105
Sound View Wealth Advisors Group
Georgia
$1.74M +$659K +3,061 +59%
GWMIA
1106
Global Wealth Management Investment Advisory
Florida
$1.74M +$243K +1,128 +16%
PCM
1107
Prelude Capital Management
New York
$1.74M +$401K +1,865 +29%
LCP
1108
Legacy Capital Partners
Wisconsin
$1.73M -$11.8K -55 -0.7%
MGIA
1109
Moneta Group Investment Advisors
Missouri
$1.72M -$193K -899 -10%
BAM
1110
Blueshift Asset Management
New Jersey
$1.72M -$2.05M -9,524 -54%
MS
1111
Mizuho Securities
Japan
$1.72M +$1.26M +5,850 +262%
BMCM
1112
Bryn Mawr Capital Management
Pennsylvania
$1.71M +$1.73M +8,048 New
MTIC
1113
Missouri Trust & Investment Company
Missouri
$1.7M +$231K +1,072 +15%
SACTSONJ
1114
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.7M – – –
SCI
1115
Stableford Capital II
Arizona
$1.7M +$1.83M +8,489 New
VCM
1116
Virtue Capital Management
Tennessee
$1.69M -$144K -667 -8%
AFAS
1117
Acorn Financial Advisory Services
Virginia
$1.69M +$67.8K +315 +4%
WBC
1118
West Branch Capital
Massachusetts
$1.69M -$73K -339 -4%
CWAG
1119
Compton Wealth Advisory Group
Virginia
$1.67M +$99K +460 +6%
UBG
1120
United Bank (Georgia)
Georgia
$1.67M -$169K -785 -9%
1WA
1121
180 Wealth Advisors
Washington
$1.66M +$126K +586 +7%
B
1122
Bailard
California
$1.66M +$269K +1,249 +19%
CI
1123
Conning Inc
Connecticut
$1.65M -$143K -663 -8%
RIA
1124
Regal Investment Advisors
Michigan
$1.65M -$57.9K -269 -3%
GI
1125
GS Investments
Minnesota
$1.65M -$7.32K -34 -0.4%
43 44
45
46 47