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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1226
Intellectus Partners
California
$1.22M -$1.04M -5,079 -47%
JGCM
1227
Joseph Group Capital Management
Ohio
$1.21M +$90K +441 +8%
PL
1228
Plancorp LLC
Missouri
$1.21M +$302K +1,479 +35%
SWM
1229
Segment Wealth Management
Texas
$1.21M +$7.55K +37 +0.6%
AFG
1230
Albion Financial Group
Utah
$1.21M -$227K -1,114 -16%
CWAG
1231
Compton Wealth Advisory Group
Virginia
$1.21M +$4.08K +20 +0.4%
CIA
1232
Capital Investment Advisors
Georgia
$1.21M -$32.9K -161 -3%
CL
1233
Choreo LLC
Illinois
$1.21M -$64.5K -316 -5%
DP
1234
Dearborn Partners
Illinois
$1.2M +$4.49K +22 +0.4%
RCG
1235
Regatta Capital Group
California
$1.2M -$66.1K -324 -5%
BL
1236
Balentine LLC
Georgia
$1.2M +$65.7K +322 +6%
HVM
1237
Harvest Volatility Management
Connecticut
$1.2M +$35.3K +173 +3%
YIH
1238
Y-Intercept (HK)
Hong Kong
$1.2M +$1.16M +5,671 New
KCM
1239
KRS Capital Management
Michigan
$1.2M +$10.8K +53 +0.9%
BSW
1240
Buckingham Strategic Wealth
Missouri
$1.19M +$133K +652 +13%
BI
1241
Ballast Inc
Kentucky
$1.19M +$55.7K +273 +5%
TWM
1242
Thrive Wealth Management
Pennsylvania
$1.19M +$16.7K +82 +1%
MCM
1243
Mainstay Capital Management
Michigan
$1.19M -$47K -230 -4%
AWA
1244
Alta Wealth Advisors
Massachusetts
$1.19M -$16.9K -83 -1%
SCP
1245
Shorepoint Capital Partners
Massachusetts
$1.18M +$77K +377 +7%
EIA
1246
Eastover Investment Advisors
North Carolina
$1.18M +$1.14M +5,576 New
CPIA
1247
Cornell Pochily Investment Advisors
New York
$1.18M -$2.04K -10 -0.2%
CFG
1248
Carr Financial Group
Massachusetts
$1.18M -$107K -525 -9%
LAI
1249
Legal Advantage Investments
California
$1.18M +$105K +515 +10%
NP
1250
NorthRock Partners
Minnesota
$1.18M -$92.5K -453 -8%
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