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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1151
Laidlaw Wealth Management
New York
$1.87M +$45.8K +163 +2%
IC
1152
Intersect Capital
California
$1.87M -$1.36M -4,848 -40%
ADL
1153
Asset Dedication LLC
California
$1.86M +$700K +2,491 +52%
ARC
1154
Advisor Resource Council
Texas
$1.86M +$402K +1,431 +24%
ED
1155
Exane Derivatives
France
$1.86M -$606K -2,155 -23%
CRIG
1156
Charter Research & Investment Group
Connecticut
$1.85M – – –
HCCM
1157
Hudson Canyon Capital Management
New York
$1.84M -$99.5K -354 -5%
PCS
1158
Personal CFO Solutions
New Jersey
$1.83M +$50.3K +179 +3%
FMB
1159
Field & Main Bank
Kentucky
$1.83M +$29.5K +105 +1%
RBFC
1160
Roman Butler Fullerton & Co
Missouri
$1.81M -$25.9K -92 -1%
EPC
1161
Emerson Point Capital
New York
$1.81M – – –
CC
1162
Commons Capital
Massachusetts
$1.81M +$2M +7,107 New
PIM
1163
Penobscot Investment Management
Massachusetts
$1.8M -$3.37K -12 -0.2%
MA
1164
Mutual Advisors
Nebraska
$1.8M +$242K +863 +14%
GWMIA
1165
Global Wealth Management Investment Advisory
Florida
$1.8M +$137K +489 +7%
EWM
1166
EPG Wealth Management
Georgia
$1.8M +$261K +930 +15%
SAM
1167
Stansberry Asset Management
Texas
$1.8M +$1.18M +4,216 +147%
GC
1168
GFG Capital
Florida
$1.79M +$265K +942 +15%
CCMG
1169
Clark Capital Management Group
Pennsylvania
$1.78M +$77.8K +277 +4%
KMWM
1170
Keudell/Morrison Wealth Management
Oregon
$1.78M -$1.12K -4 -0.1%
AT
1171
Arden Trust
Delaware
$1.77M +$118K +420 +6%
IIM
1172
Ironwood Investment Management
Massachusetts
$1.77M -$14K -50 -0.7%
CFFP
1173
Center for Financial Planning
Michigan
$1.77M – – –
IIM
1174
Intact Investment Management
Quebec, Canada
$1.77M -$42.1K -150 -2%
MTIC
1175
Missouri Trust & Investment Company
Missouri
$1.76M +$1.95M +6,942 New
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