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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
JWBC
1101
J.W. Burns & Co
New York
$1.61M +$225K +1,102 +17%
BCA
1102
Bay Colony Advisors
Massachusetts
$1.61M +$10.8K +53 +0.7%
CCG
1103
Cypress Capital Group
Florida
$1.61M -$21K -103 -1%
MFG
1104
MidWestOne Financial Group
Iowa
$1.61M +$41.2K +202 +3%
WGCA
1105
Wolf Group Capital Advisors
Virginia
$1.6M -$177K -866 -10%
PJSIMP
1106
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.6M -$32.3K -158 -2%
IB
1107
Intrust Bank
Kansas
$1.6M +$16.1K +79 +1%
MGIA
1108
Moneta Group Investment Advisors
Missouri
$1.59M -$435K -2,131 -22%
GITFIT
1109
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.59M -$91.9K -450 -6%
PCS
1110
Personal CFO Solutions
New Jersey
$1.58M -$318K -1,558 -17%
SAM
1111
Steinberg Asset Management
New York
$1.58M -$20.2K -99 -1%
CCP
1112
Cunning Capital Partners
North Carolina
$1.58M – – –
NSB
1113
Norway Savings Bank
Maine
$1.57M +$165K +810 +12%
WI
1114
Wintrust Investments
Illinois
$1.57M +$1.52M +7,423 New
WMP
1115
Wealth Management Partners
Arizona
$1.56M +$124K +608 +9%
SVWAG
1116
Sound View Wealth Advisors Group
Georgia
$1.56M -$147K -718 -9%
CCM
1117
Chickasaw Capital Management
Tennessee
$1.56M – – –
JDR
1118
Jay D. Rosenbaum
$1.55M -$111K -545 -7%
CFFP
1119
Center for Financial Planning
Michigan
$1.55M – – –
FWA
1120
FOCUS Wealth Advisors
Texas
$1.55M +$1.49M +7,317 New
IA
1121
IFP Advisors
Florida
$1.54M +$502K +2,458 +51%
CRIG
1122
Charter Research & Investment Group
Connecticut
$1.54M -$64.3K -315 -4%
AFG
1123
Alterity Financial Group
Maine
$1.54M -$429K -2,100 -22%
USCWA
1124
U.S. Capital Wealth Advisors
Texas
$1.54M -$179K -877 -11%
RA
1125
Rational Advisors
New York
$1.53M -$1.42M -6,938 -49%
43 44
45
46 47