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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
1201
Wealthspire Advisors (New York)
New York
$1.98M +$228K +1,006 +15%
MGIU
1202
M&G Investments (USA)
Illinois
$1.98M +$1.7M +7,523 New
WPW
1203
Waldron Private Wealth
Pennsylvania
$1.97M -$83.3K -368 -5%
CFCI
1204
Comprehensive Financial Consultants Institutional
Indiana
$1.97M +$129K +572 +8%
CCP
1205
Cunning Capital Partners
North Carolina
$1.97M – – –
FAIM
1206
Financial Advocates Investment Management
Washington
$1.97M -$13.6K -60 -0.8%
FPF
1207
First Pacific Financial
Washington
$1.96M +$321K +1,420 +24%
IB
1208
Intrust Bank
Kansas
$1.95M -$32.4K -143 -2%
BBL
1209
Beck Bode LLC
Massachusetts
$1.95M -$69.9K -309 -4%
SAM
1210
Synergy Asset Management
Washington
$1.94M +$402K +1,775 +32%
CFFP
1211
Center for Financial Planning
Michigan
$1.93M – – –
TWM
1212
TriaGen Wealth Management
California
$1.93M -$440K -1,943 -21%
UAS
1213
United Asset Strategies
New York
$1.92M -$157K -693 -9%
DAM
1214
Deltec Asset Management
New York
$1.92M +$1.38M +6,100 +508%
AWA
1215
Arete Wealth Advisors
Illinois
$1.92M +$298K +1,317 +22%
PJSIMP
1216
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.92M -$32.8K -145 -2%
LAM
1217
Lewis Asset Management
California
$1.91M +$1.65M +7,271 New
MFG
1218
MidWestOne Financial Group
Iowa
$1.91M -$70.6K -312 -4%
FWA
1219
FOCUS Wealth Advisors
Texas
$1.91M -$12.9K -57 -0.8%
AFG
1220
Albion Financial Group
Utah
$1.91M -$5.21K -23 -0.3%
CCG
1221
Cypress Capital Group
Florida
$1.9M -$80.3K -355 -5%
MAM
1222
Meeder Asset Management
Ohio
$1.89M +$1.3M +5,737 +393%
SIG
1223
Stonegate Investment Group
Alabama
$1.89M +$58.8K +260 +4%
FCP
1224
Fidelis Capital Partners
Florida
$1.89M +$419K +1,850 +35%
VLC
1225
Van Leeuwen & Company
New Jersey
$1.88M +$1.33M +5,863 +457%
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