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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
1176
Premier Path Wealth Partners
New Jersey
$2.63M -$79.3K -275 -3%
CIC
1177
Cornercap Investment Counsel
Georgia
$2.63M -$502K -1,739 -17%
LMKC
1178
L.M. Kohn & Company
Ohio
$2.63M +$28.6K +99 +1%
BOSSRA
1179
B.O.S.S. Retirement Advisors
Utah
$2.62M -$203K -705 -7%
TWM
1180
Thrive Wealth Management
Pennsylvania
$2.62M +$137K +476 +6%
PH
1181
Pinnacle Holdings
Oklahoma
$2.61M -$204K -708 -8%
NF
1182
Nikulski Financial
Iowa
$2.6M +$15.3K +53 +0.6%
RWB
1183
RMR Wealth Builders
New Jersey
$2.6M +$692K +2,397 +38%
PPC
1184
Park Place Capital
Alabama
$2.6M -$48.2K -167 -2%
NIWA
1185
New Insight Wealth Advisors
California
$2.6M -$17K -59 -0.7%
ECU
1186
Eisler Capital (US)
New York
$2.59M +$2.48M +8,610 New
MTIC
1187
Missouri Trust & Investment Company
Missouri
$2.59M -$90.9K -315 -4%
SF
1188
Summit Financial
New Jersey
$2.59M -$217K -751 -8%
SWM
1189
Segment Wealth Management
Texas
$2.58M +$277K +961 +13%
HCM
1190
Harvey Capital Management
Florida
$2.58M – – –
BWG
1191
Boomfish Wealth Group
Georgia
$2.58M -$230K -796 -9%
PRC
1192
Pearl River Capital
Michigan
$2.58M +$2.47M +8,561 New
OIS
1193
Okabena Investment Services
Minnesota
$2.58M +$133K +462 +6%
LFM
1194
LGT Fund Management
Liechtenstein
$2.58M +$34.6K +120 +1%
NB
1195
Nicolet Bankshares
Wisconsin
$2.57M -$36.9K -128 -1%
MGIA
1196
Moneta Group Investment Advisors
Missouri
$2.57M -$18.5K -64 -0.7%
FG
1197
Fiduciary Group
Georgia
$2.57M -$49.9K -173 -2%
ANTB
1198
AMG National Trust Bank
Colorado
$2.56M +$61.5K +213 +3%
MCM
1199
MV Capital Management
Maryland
$2.55M +$2.14M +7,425 +711%
WBC
1200
Westpac Banking Corp
Australia
$2.54M -$1.21M -4,179 -33%
46 47
48
49 50