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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCA
1226
Bank Pictet & Cie (Asia)
Singapore
$1.32M -$70.2K -325 -5%
VFA
1227
Voya Financial Advisors
Connecticut
$1.32M -$1.3K -6 -0.1%
CCMG
1228
Clark Capital Management Group
Pennsylvania
$1.32M -$20.7K -96 -1%
WANY
1229
Wealthspire Advisors (New York)
New York
$1.32M -$68.5K -317 -5%
CMTU
1230
Capital Markets Trading (UK)
United Kingdom
$1.32M +$1.09M +5,038 +343%
DA
1231
Doliver Advisors
Texas
$1.32M -$32K -148 -2%
QPW
1232
Quantum Private Wealth
Florida
$1.31M -$653K -3,023 -32%
VCM
1233
Vetamer Capital Management
California
$1.31M -$490K -2,270 -26%
ISWM
1234
Independent Solutions Wealth Management
New York
$1.31M +$1.17M +5,403 +504%
RGI
1235
River Global Investors
United Kingdom
$1.31M +$107K +493 +8%
VFPI
1236
Vantage Financial Partners (Illinois)
Illinois
$1.3M -$151K -700 -10%
QCG
1237
Quadrant Capital Group
Ohio
$1.3M -$86.6K -401 -6%
SWM
1238
Segment Wealth Management
Texas
$1.3M +$147K +681 +12%
TPWA
1239
TRUE Private Wealth Advisors
Oregon
$1.3M +$26.4K +122 +2%
LJAC
1240
L.J. Altfest & Co
New York
$1.3M +$10.6K +49 +0.8%
CCG
1241
Ceeto Capital Group
Florida
$1.29M – – –
KMWM
1242
Keudell/Morrison Wealth Management
Oregon
$1.29M – – –
FCA
1243
FinTrust Capital Advisors
South Carolina
$1.28M -$20.3K -94 -1%
AB
1244
Atlas Brown
Kentucky
$1.28M +$17.1K +79 +1%
DA
1245
Duality Advisers
Florida
$1.27M +$1.36M +6,278 New
RPC
1246
Rossmore Private Capital
Connecticut
$1.27M -$2.59K -12 -0.2%
MYIA
1247
Mount Yale Investment Advisors
Colorado
$1.27M +$977K +4,521 +263%
RAM
1248
Ramirez Asset Management
New York
$1.26M +$1.35M +6,236 New
SA
1249
Strategic Advocates
Utah
$1.26M +$1.34M +6,220 New
ATWA
1250
Arbor Trust Wealth Advisors
Michigan
$1.26M +$12.3K +57 +0.9%
48 49
50
51 52