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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1201
Concord Wealth Partners
Virginia
$1.08M -$1.17M -6,636 -49%
FPL
1202
Fortress Private Ledger
North Carolina
$1.08M +$322K +1,832 +36%
BM
1203
Brandywine Managers
Delaware
$1.08M – – –
PMA
1204
Prudent Man Advisors
Illinois
$1.08M +$101K +575 +9%
RIL
1205
Rothschild Investment LLC
Illinois
$1.08M +$344K +1,959 +40%
SWM
1206
SeaCrest Wealth Management
New York
$1.08M -$322K -1,832 -21%
FNA
1207
First National Advisers
Nebraska
$1.07M +$35K +199 +3%
TC
1208
Trust Company
Kansas
$1.07M +$168K +957 +16%
DBG
1209
De Burlo Group
Massachusetts
$1.07M -$110K -625 -8%
KA
1210
Kovack Advisors
Florida
$1.07M -$32.9K -187 -3%
LC
1211
Lavelle Capital
California
$1.07M +$245K +1,392 +26%
PWP
1212
Principle Wealth Partners
Connecticut
$1.07M +$231K +1,315 +24%
EWA
1213
EverSource Wealth Advisors
Alabama
$1.07M -$781K -4,441 -39%
SIA
1214
Soltis Investment Advisors
Utah
$1.06M +$86K +489 +8%
RH
1215
RFG Holdings
Texas
$1.06M +$125K +710 +12%
PAI
1216
Pittenger & Anderson Inc
Nebraska
$1.06M +$38.7K +220 +3%
RI
1217
Ridgewood Investments
New Jersey
$1.06M +$441K +2,507 +59%
NEI
1218
Northwest & Ethical Investments
Ontario, Canada
$1.06M -$113K -640 -9%
WF
1219
Welch & Forbes
Massachusetts
$1.06M -$39.6K -225 -3%
PA
1220
Procyon Advisors
Connecticut
$1.05M -$148K -842 -11%
AF
1221
Alerus Financial
North Dakota
$1.05M +$601K +3,416 +103%
PCM
1222
Prelude Capital Management
New York
$1.05M +$287K +1,632 +32%
FI
1223
FinArc Investments
Massachusetts
$1.05M +$446K +2,535 +61%
SIC
1224
Sterling Investment Counsel
New York
$1.05M +$65.1K +370 +6%
SVWAG
1225
Sound View Wealth Advisors Group
Georgia
$1.05M +$166K +944 +16%
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