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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAIMH
1101
Central Asset Investments & Management Holdings
Hong Kong
$3.93M +$3.75M +11,750 New
HFRG
1102
Houlihan Financial Resource Group
Virginia
$3.91M -$72.1K -226 -2%
ALAM
1103
Asahi Life Asset Management
Japan
$3.91M -$293K -917 -7%
GI
1104
GS Investments
Minnesota
$3.91M -$109K -340 -3%
WSCM
1105
Wellington Shields Capital Management
New York
$3.87M -$39.3K -123 -1%
CF
1106
Centaurus Financial
California
$3.87M -$441K -1,382 -11%
AWM
1107
Axxcess Wealth Management
California
$3.86M -$569K -1,784 -13%
NGA
1108
Naples Global Advisors
Florida
$3.85M +$296K +927 +9%
IAN
1109
Integrated Advisors Network
Texas
$3.85M +$19.1K +60 +0.5%
OFS
1110
OMC Financial Services
New York
$3.81M +$9.89K +31 +0.3%
CNBT
1111
Canandaigua National Bank & Trust
New York
$3.79M +$110K +344 +3%
TF
1112
Trek Financial
Arizona
$3.76M +$3.35M +10,492 +1,403%
CIA
1113
Cohen Investment Advisors
New Hampshire
$3.75M +$13.4K +42 +0.4%
TAM
1114
Trust Asset Management
Texas
$3.75M – – –
FPAS
1115
Focus Partners Advisor Solutions
Missouri
$3.74M +$2.07M +6,476 +137%
AGA
1116
Accuvest Global Advisors
Utah
$3.73M +$3.53M +11,071 New
OAM
1117
Occidental Asset Management
California
$3.73M +$2.12M +6,638 +147%
IWM
1118
IHT Wealth Management
Illinois
$3.72M -$1.09M -3,415 -23%
KA
1119
Kerrisdale Advisers
Florida
$3.71M -$1.57M -4,935 -31%
CP
1120
Cumberland Partners
Ontario, Canada
$3.71M -$957K -3,000 -21%
RC
1121
Roundview Capital
New Jersey
$3.71M +$121K +380 +4%
DWP
1122
Destiny Wealth Partners
Florida
$3.7M -$48.2K -151 -1%
RWP
1123
RWA Wealth Partners
Massachusetts
$3.69M +$742K +2,324 +27%
S
1124
Sachetta
Massachusetts
$3.68M +$10.2K +32 +0.3%
KC
1125
Katamaran Capital
United Kingdom
$3.68M +$3.51M +11,009 New
43 44
45
46 47