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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1226
Pinnacle Wealth Management
California
$1.88M -$15.8K -70 -1%
FMI
1227
F/M Investments
District of Columbia
$1.88M -$141K -621 -8%
USCWA
1228
U.S. Capital Wealth Advisors
Texas
$1.87M -$296K -1,309 -16%
ACS
1229
Archford Capital Strategies
Illinois
$1.87M +$300K +1,324 +23%
BFS
1230
Bard Financial Services
Connecticut
$1.86M -$2.26K -10 -0.1%
BWAM
1231
Boyd Watterson Asset Management
Ohio
$1.86M -$10.9K -48 -0.7%
BIG
1232
Brooklyn Investment Group
New York
$1.86M +$1.6M +7,072 New
BA
1233
Bristlecone Advisors
Washington
$1.86M -$20.8K -92 -1%
BL
1234
Balentine LLC
Georgia
$1.85M +$285K +1,261 +22%
FCB
1235
First County Bank
Connecticut
$1.85M +$16.1K +71 +1%
GAM
1236
Grandview Asset Management
Pennsylvania
$1.85M -$128K -567 -7%
SAM
1237
Steinberg Asset Management
New York
$1.85M -$107K -472 -6%
DSCM
1238
Del-Sette Capital Management
New York
$1.84M +$26.7K +118 +2%
TCM
1239
Tegean Capital Management
New York
$1.84M +$1.58M +7,000 New
CRIG
1240
Charter Research & Investment Group
Connecticut
$1.83M – – –
MLL
1241
Moody Lynn & Lieberson
Massachusetts
$1.83M +$81.5K +360 +5%
LF
1242
LifePlan Financial
Minnesota
$1.83M +$1.57M +6,953 New
VFA
1243
Voya Financial Advisors
Connecticut
$1.83M +$81.2K +359 +6%
QWM
1244
Quadcap Wealth Management
Texas
$1.82M +$1.57M +6,927 New
RSWM
1245
Robertson Stephens Wealth Management
California
$1.82M -$9.96K -44 -0.6%
BM
1246
Brandywine Managers
Delaware
$1.82M – – –
QCG
1247
Quadrant Capital Group
Ohio
$1.82M +$111K +491 +8%
FFN
1248
Focus Financial Network
Minnesota
$1.82M +$445K +1,966 +40%
GSC
1249
Grey Street Capital
Illinois
$1.81M +$972K +4,293 +165%
PCG
1250
PFC Capital Group
California
$1.81M +$1.56M +6,890 New
48 49
50
51 52