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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
1126
Mount Yale Investment Advisors
Colorado
$1.26M +$65.4K +269 +5%
MFG
1127
MidWestOne Financial Group
Iowa
$1.25M +$44.7K +184 +3%
MIM
1128
Moseley Investment Management
Florida
$1.25M +$130K +534 +11%
GG
1129
Golden Green
South Carolina
$1.24M +$1.36M +5,585 New
NG
1130
Northstar Group
New York
$1.22M +$470K +1,931 +54%
BG
1131
Berry Group
Massachusetts
$1.21M +$54.7K +225 +4%
CRWM
1132
Castle Rock Wealth Management
California
$1.21M +$503K +2,068 +63%
PI
1133
PFS Investments
Georgia
$1.21M +$337K +1,386 +33%
WWM
1134
WT Wealth Management
Arizona
$1.21M +$517K +2,124 +64%
CCM
1135
Chickasaw Capital Management
Tennessee
$1.2M +$1.31M +5,372 New
CFMC
1136
Curbstone Financial Management Corp
New Hampshire
$1.19M – – –
RPC
1137
Rossmore Private Capital
Connecticut
$1.19M -$33.6K -138 -3%
SWMG
1138
Strategic Wealth Management Group
Maryland
$1.18M -$33.6K -138 -3%
SP
1139
SWS Partners
Ohio
$1.18M +$261K +1,075 +25%
BWM
1140
BigSur Wealth Management
Florida
$1.18M -$48.6K -200 -4%
RCAG
1141
Rehmann Capital Advisory Group
Michigan
$1.18M +$108K +446 +11%
LS
1142
Leelyn Smith
Illinois
$1.17M +$170K +699 +15%
EH
1143
Equitable Holdings
New York
$1.17M +$434K +1,783 +51%
GIA
1144
Gladstone Institutional Advisory
Florida
$1.17M +$241K +989 +23%
CCM
1145
Coldstream Capital Management
Washington
$1.16M +$333K +1,368 +36%
CT
1146
Columbia Trust
Oregon
$1.15M +$1.26M +5,161 New
SFI
1147
SPC Financial Inc
Maryland
$1.15M +$696K +2,862 +125%
SCM
1148
Stevens Capital Management
Pennsylvania
$1.15M +$1.25M +5,149 New
BPA
1149
Beacon Pointe Advisors
California
$1.14M +$349K +1,435 +39%
WMP
1150
Wealth Management Partners
Arizona
$1.14M +$1.23M +5,045 New
44 45
46
47 48