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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWI
1151
Conscious Wealth Investments
Florida
$2.75M +$4.33K +15 +0.2%
CWAF
1152
Core Wealth Advisors (Florida)
Florida
$2.75M -$173K -598 -6%
CHP
1153
Cable Hill Partners
Oregon
$2.74M – – –
FB
1154
Fulton Bank
Pennsylvania
$2.74M +$1.15K +4 +0%
MCCP
1155
Mission Creek Capital Partners
California
$2.74M +$433K +1,501 +20%
FHA
1156
Flagship Harbor Advisors
Massachusetts
$2.74M -$124K -429 -5%
BAM
1157
Beaumont Asset Management
Texas
$2.74M +$52.5K +182 +2%
AUB
1158
Atlantic Union Bankshares
Virginia
$2.73M -$62.9K -218 -2%
COCM
1159
Charter Oak Capital Management
New Hampshire
$2.72M +$883K +3,062 +51%
WP
1160
WealthShield Partners
North Carolina
$2.71M -$43K -149 -2%
IFWM
1161
Institute for Wealth Management
Colorado
$2.71M +$5.19K +18 +0.2%
TSWM
1162
Triangle Securities Wealth Management
North Carolina
$2.71M -$28.6K -99 -1%
PWP
1163
Principle Wealth Partners
Connecticut
$2.71M -$57.7K -200 -2%
FZCM
1164
Flynn Zito Capital Management
New York
$2.7M +$2.59M +8,972 New
LPT
1165
Legacy Private Trust
Wisconsin
$2.7M +$19.6K +68 +0.8%
SIP
1166
Stoneridge Investment Partners
Pennsylvania
$2.7M -$641K -2,221 -20%
OHWP
1167
Oak Harbor Wealth Partners
North Carolina
$2.68M +$15.6K +54 +0.6%
FPAS
1168
Focus Partners Advisor Solutions
Missouri
$2.68M +$2.23M +7,732 +664%
WF
1169
Welch & Forbes
Massachusetts
$2.68M -$395K -1,368 -13%
PDL
1170
Portfolio Design Labs
California
$2.68M +$2.57M +8,890 New
JWBC
1171
J.W. Burns & Co
New York
$2.66M +$242K +837 +10%
B
1172
Barings
North Carolina
$2.65M +$38.4K +133 +2%
BCP
1173
Blackhawk Capital Partners
Wisconsin
$2.65M -$550K -1,905 -18%
GRP
1174
Global Retirement Partners
California
$2.65M +$316K +1,095 +14%
BPCA
1175
Bank Pictet & Cie (Asia)
Singapore
$2.64M +$324K +1,122 +15%
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