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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
1101
GS Investments
Minnesota
$3.14M +$1.24K +4 +0%
FPAS
1102
Focus Partners Advisor Solutions
Missouri
$3.14M +$156K +503 +4%
CIA
1103
Cohen Investment Advisors
New Hampshire
$3.13M +$142K +456 +4%
CNBT
1104
Canandaigua National Bank & Trust
New York
$3.13M +$105K +339 +3%
HIA
1105
Harbor Investment Advisory
Maryland
$3.13M -$114K -368 -1%
DWP
1106
Destiny Wealth Partners
Florida
$3.12M +$177K +568 +5%
QI
1107
Qtron Investments
Massachusetts
$3.1M -$294K -945 -8%
TNA
1108
True North Advisors
Texas
$3.1M -$745K -2,394 -17%
1WA
1109
180 Wealth Advisors
Washington
$3.09M +$365K +1,173 +11%
CGL
1110
Clarius Group LLC
Washington
$3.07M +$479K +1,540 +16%
CA
1111
CGN Advisors
Kansas
$3.07M +$290K +933 +9%
CW
1112
CreativeOne Wealth
Kansas
$3.06M +$746K +2,400 +27%
IPW
1113
IronBridge Private Wealth
Texas
$3.06M +$3.54M +11,386 New
OFS
1114
OMC Financial Services
New York
$3.04M -$19K -61 -0.5%
HFRG
1115
Houlihan Financial Resource Group
Virginia
$3.04M -$119K -384 -3%
SCM
1116
SCS Capital Management
Massachusetts
$3.01M +$3.49M +11,228 New
AWA
1117
Arete Wealth Advisors
Illinois
$3.01M +$1.87M +6,005 +113%
P
1118
Pitcairn
Pennsylvania
$3M -$221K -712 -6%
JFG
1119
Jefferies Financial Group
New York
$3M -$8.48M -27,255 -71%
MA
1120
Montag & Associates
Georgia
$2.99M +$2.77M +8,890 +395%
MJP
1121
Michael J. Puzo
$2.99M +$1.73M +5,548 +99%
SGA
1122
Strategic Global Advisors
California
$2.97M +$3.44M +11,074 New
KA
1123
Kovack Advisors
Florida
$2.97M +$305K +981 +10%
S
1124
Sachetta
Massachusetts
$2.97M +$10.9K +35 +0.3%
TAM
1125
Trust Asset Management
Texas
$2.96M -$58.5K -188 -2%
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