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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
1101
Wintrust Investments
Illinois
$2.44M -$28.1K -124 -1%
PWP
1102
Principle Wealth Partners
Connecticut
$2.42M +$26K +115 +1%
AFS
1103
Aft Forsyth & Sober
Florida
$2.41M +$1.01M +4,450 +95%
WP
1104
WealthShield Partners
North Carolina
$2.41M -$2.06M -9,112 -50%
FNBT
1105
FineMark National Bank & Trust
Florida
$2.4M +$1.41M +6,225 +216%
FB
1106
Fulton Bank
Pennsylvania
$2.4M -$40.1K -177 -2%
TSWM
1107
Triangle Securities Wealth Management
North Carolina
$2.39M -$13.6K -60 -0.7%
PPWP
1108
Premier Path Wealth Partners
New Jersey
$2.39M +$2.04M +9,021 New
IWM
1109
IHT Wealth Management
Illinois
$2.37M +$208K +921 +11%
IFWM
1110
Institute for Wealth Management
Colorado
$2.37M -$150K -663 -7%
CPRC
1111
Consolidated Portfolio Review Corp
New York
$2.36M +$1.42M +6,260 +232%
MTIC
1112
Missouri Trust & Investment Company
Missouri
$2.35M +$207K +913 +11%
BAM
1113
Beaumont Asset Management
Texas
$2.34M +$8.83K +39 +0.4%
LPT
1114
Legacy Private Trust
Wisconsin
$2.34M -$411K -1,817 -17%
OHWP
1115
Oak Harbor Wealth Partners
North Carolina
$2.33M -$75.1K -332 -4%
NIG
1116
NFJ Investment Group
Texas
$2.33M -$920K -4,065 -32%
PPC
1117
Park Place Capital
Alabama
$2.32M -$11.1K -49 -0.6%
ARC
1118
Advisor Resource Council
Texas
$2.32M +$1.47M +6,514 +285%
GSC
1119
G&S Capital
Colorado
$2.31M -$12.2K -54 -0.6%
EWM
1120
EPG Wealth Management
Georgia
$2.31M +$289K +1,277 +18%
FG
1121
Fiduciary Group
Georgia
$2.29M -$921K -4,068 -32%
NIWA
1122
New Insight Wealth Advisors
California
$2.28M +$1.96M +8,676 New
B
1123
Barings
North Carolina
$2.28M +$51.4K +227 +3%
NB
1124
Nicolet Bankshares
Wisconsin
$2.28M -$19.5K -86 -1%
SS
1125
Sunbelt Securities
Texas
$2.28M -$428K -1,889 -18%
43 44
45
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