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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1151
IMA Advisory Services
Colorado
$1.45M -$255K -1,247 -15%
MTIC
1152
Missouri Trust & Investment Company
Missouri
$1.44M -$14.1K -69 -1%
WANY
1153
Wealthspire Advisors (New York)
New York
$1.44M +$98.2K +481 +8%
LTI
1154
Laffer Tengler Investments
Tennessee
$1.44M +$26.5K +130 +2%
QCG
1155
Quadrant Capital Group
Ohio
$1.44M -$5.1K -25 -0.4%
AFO
1156
Arrowroot Family Office
California
$1.43M -$47.4K -232 -3%
LC
1157
Lindbrook Capital
California
$1.43M +$373K +1,828 +37%
CFCI
1158
Comprehensive Financial Consultants Institutional
Indiana
$1.43M +$6.12K +30 +0.5%
1W
1159
1776 Wealth
Georgia
$1.41M +$68.6K +336 +5%
CW
1160
CreativeOne Wealth
Kansas
$1.41M -$289K -1,416 -18%
DA
1161
Doliver Advisors
Texas
$1.4M +$244K +1,195 +22%
MWM
1162
Modera Wealth Management
New Jersey
$1.4M +$1.02M +4,980 +302%
CCMG
1163
Clark Capital Management Group
Pennsylvania
$1.4M -$12.9K -63 -0.9%
CTFG
1164
Capstone Triton Financial Group
Oklahoma
$1.4M -$40.8K -200 -3%
TF
1165
TLWM Financial
Texas
$1.39M +$17.4K +85 +1%
PPC
1166
Park Place Capital
Alabama
$1.39M -$433K -2,121 -24%
CFA
1167
Camarda Financial Advisors
Florida
$1.39M +$1.34M +6,568 New
MRCM
1168
M&R Capital Management
New Jersey
$1.37M +$407K +1,994 +44%
MCCP
1169
Mission Creek Capital Partners
California
$1.37M +$117K +573 +10%
JCM
1170
Jacobi Capital Management
Pennsylvania
$1.37M +$23.3K +114 +2%
VFA
1171
Voya Financial Advisors
Connecticut
$1.37M +$92.9K +455 +8%
FCB
1172
First County Bank
Connecticut
$1.37M +$67.2K +329 +5%
CT
1173
Columbia Trust
Oregon
$1.36M -$58.8K -288 -4%
OAM
1174
Occidental Asset Management
California
$1.36M – – –
RAM
1175
Redmond Asset Management
Virginia
$1.36M -$13.9K -68 -1%
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