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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
1101
Savvy Advisors Inc
New York
$2.87M +$744K +2,994 +38%
AF
1102
Atala Financial
California
$2.87M +$171K +688 +7%
FB
1103
Fulton Bank
Pennsylvania
$2.85M – – –
HCA
1104
Harbour Capital Advisors
Virginia
$2.85M -$31.1K -125 -1%
ACM
1105
Alta Capital Management
Utah
$2.85M -$683K -2,750 -20%
IAS
1106
Insigneo Advisory Services
Florida
$2.84M -$273K -1,100 -9%
SCM
1107
SCS Capital Management
Massachusetts
$2.84M +$33.8K +136 +1%
TAM
1108
Trust Asset Management
Texas
$2.82M -$98.4K -396 -4%
CIA
1109
Capital Investment Advisors
Georgia
$2.82M +$23.9K +96 +0.9%
NFG
1110
Nations Financial Group
Iowa
$2.82M +$160K +644 +6%
OFS
1111
OMC Financial Services
New York
$2.81M -$147K -592 -5%
AC
1112
Avestar Capital
New York
$2.81M -$131K -529 -5%
CWM
1113
Cornerstone Wealth Management
Missouri
$2.8M +$1.52M +6,115 +137%
BL
1114
BFSG LLC
California
$2.8M +$127K +511 +5%
RWB
1115
RMR Wealth Builders
New Jersey
$2.79M +$604K +2,431 +30%
SA
1116
Strategic Advisors
New York
$2.78M +$71.8K +289 +3%
CP
1117
Cornerstone Planning
North Carolina
$2.78M +$2.6M +10,464 New
FGAM
1118
Financial Gravity Asset Management
Texas
$2.78M +$296K +1,193 +13%
CAMV
1119
Concord Asset Management (Virginia)
Virginia
$2.78M -$11.9K -48 -0.5%
MM
1120
Morangie Management
Florida
$2.77M +$950K +3,822 +58%
HCM
1121
Hillman Capital Management
Maryland
$2.75M -$491K -1,974 -16%
HFRG
1122
Houlihan Financial Resource Group
Virginia
$2.75M +$1.51M +6,071 +116%
CBA
1123
Coastal Bridge Advisors
Connecticut
$2.74M +$114K +457 +5%
JKA
1124
Jones Kertz & Associates
Minnesota
$2.73M +$2.56M +10,293 New
FNFDCM
1125
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.72M -$48.5K -195 -2%
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