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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIG
1201
Stonegate Investment Group
Alabama
$1.4M -$5.19K -24 -0.3%
BM
1202
Brandywine Managers
Delaware
$1.4M – – –
IIM
1203
InTrack Investment Management
Vermont
$1.4M +$178K +822 +14%
DSCM
1204
Del-Sette Capital Management
New York
$1.4M +$854K +3,954 +135%
JCM
1205
Jacobi Capital Management
Pennsylvania
$1.39M +$78.6K +364 +6%
HIIFS
1206
Harel Insurance Investments & Financial Services
Israel
$1.39M -$869K -4,024 -37%
WAP
1207
Wealthcare Advisory Partners
Pennsylvania
$1.39M -$3.67K -17 -0.2%
CT
1208
Columbia Trust
Oregon
$1.39M +$81K +375 +6%
RG
1209
Rathbones Group
United Kingdom
$1.38M +$1.23M +5,671 +492%
LSPW
1210
Lake Street Private Wealth
Illinois
$1.38M +$93.1K +431 +7%
RAM
1211
Redmond Asset Management
Virginia
$1.38M +$79.7K +369 +6%
CTFG
1212
Capstone Triton Financial Group
Oklahoma
$1.38M +$41.3K +191 +3%
CA
1213
CoreCap Advisors
Michigan
$1.38M +$1.11M +5,160 +316%
IWA
1214
IBEX Wealth Advisors
New Jersey
$1.38M +$1.47M +6,793 New
TF
1215
TLWM Financial
Texas
$1.38M +$46.9K +217 +3%
IAS
1216
IMA Advisory Services
Colorado
$1.36M -$25.5K -118 -2%
ES
1217
Eagle Strategies
New York
$1.36M +$68.1K +315 +5%
1W
1218
1776 Wealth
Georgia
$1.35M – – –
HT
1219
Heritage Trust
Oklahoma
$1.35M -$47.5K -220 -3%
GWMIA
1220
Global Wealth Management Investment Advisory
Florida
$1.35M +$58.3K +270 +4%
MCCP
1221
Mission Creek Capital Partners
California
$1.34M +$27K +125 +2%
MLL
1222
Moody Lynn & Lieberson
Massachusetts
$1.34M -$3.26M -15,077 -70%
WWM
1223
Western Wealth Management
Colorado
$1.34M +$80.6K +373 +6%
CIA
1224
Capital Investment Advisors
Georgia
$1.34M +$187K +864 +15%
VWA
1225
V Wealth Advisors
Kansas
$1.33M -$1.08M -4,993 -43%
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