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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1151
WealthShield Partners
North Carolina
$2.96M +$111K +415 +4%
FCP
1152
Fidelis Capital Partners
Florida
$2.96M -$67.4K -252 -2%
AA
1153
ALPS Advisors
Colorado
$2.95M +$3.48K +13 +0.1%
GLR
1154
Great Lakes Retirement
Ohio
$2.95M +$115K +430 +4%
SI
1155
Shaker Investments
Ohio
$2.94M -$893K -3,340 -24%
BIG
1156
Brooklyn Investment Group
New York
$2.91M +$569K +2,129 +25%
TNA
1157
True North Advisors
Texas
$2.91M -$238K -892 -8%
MNBTD
1158
Moody National Bank Trust Division
Texas
$2.9M +$116K +435 +4%
SWM
1159
Segment Wealth Management
Texas
$2.88M +$105K +394 +4%
VCM
1160
Voleon Capital Management
California
$2.86M -$955K -3,573 -25%
CIA
1161
Capital Investment Advisors
Georgia
$2.86M +$924K +3,458 +49%
SWM
1162
SeaCrest Wealth Management
New York
$2.84M -$154K -577 -5%
V
1163
VeraBank
Texas
$2.84M +$880K +3,293 +46%
MCM
1164
MV Capital Management
Maryland
$2.83M -$97.8K -366 -3%
UW
1165
Unique Wealth
Florida
$2.81M +$100K +375 +4%
VAS
1166
Vestmark Advisory Solutions
Massachusetts
$2.81M -$3.52M -13,160 -56%
KWA
1167
Kingswood Wealth Advisors
California
$2.81M +$633K +2,366 +30%
BHA
1168
Beech Hill Advisors
New York
$2.79M -$1.08M -4,043 -28%
DAS
1169
Diversify Advisory Services
Utah
$2.79M +$815K +3,047 +34%
UBG
1170
United Bank (Georgia)
Georgia
$2.78M +$134K +500 +5%
IFWM
1171
Institute for Wealth Management
Colorado
$2.78M -$38K -142 -1%
GIS
1172
Graphene Investments SAS
France
$2.75M – – –
AFC
1173
AFT Forsyth & Company
Florida
$2.75M +$32.1K +120 +1%
MGIA
1174
Moneta Group Investment Advisors
Missouri
$2.74M +$268K +1,004 +11%
PPWP
1175
Premier Path Wealth Partners
New Jersey
$2.74M +$168K +629 +7%
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