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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWS
1226
Maxwell Wealth Strategies
California
$2.87M +$6.38K +20 +0.2%
PTC
1227
Private Trust Company
Ohio
$2.87M -$34.5K -108 -1%
WP
1228
WealthShield Partners
North Carolina
$2.87M -$205K -642 -7%
LAM
1229
LECAP Asset Management
United Kingdom
$2.86M +$2.73M +8,556 New
KFS
1230
Kurt F. Somerville
$2.86M +$2.73M +8,551 New
AFCM
1231
Applied Finance Capital Management
Puerto Rico
$2.84M -$233K -730 -8%
MSK
1232
Melissa S. Kampmann
$2.83M -$316K -990 -10%
CPC
1233
Congress Park Capital
New York
$2.82M -$92.5K -290 -3%
WAM
1234
Worth Asset Management
Texas
$2.81M +$2.68M +8,410 New
BC
1235
Burney Company
Virginia
$2.81M -$34.1K -107 -1%
SIG
1236
Stonegate Investment Group
Alabama
$2.8M +$150K +470 +6%
GL
1237
Graypoint LLC
New York
$2.8M +$107K +336 +4%
LMKC
1238
L.M. Kohn & Company
Ohio
$2.8M +$4.79K +15 +0.2%
SFP
1239
Shepherd Financial Partners
Massachusetts
$2.78M +$89.4K +280 +3%
MCCP
1240
Mission Creek Capital Partners
California
$2.78M -$184K -576 -6%
ANTB
1241
AMG National Trust Bank
Colorado
$2.78M -$12.8K -40 -0.5%
BPAMU
1242
BTG Pactual Asset Management US
New York
$2.78M +$523K +1,638 +25%
OGF
1243
Orin Green Financial
California
$2.77M -$2.64M -8,270 Closed
CWAF
1244
Core Wealth Advisors (Florida)
Florida
$2.77M -$46.3K -145 -2%
LF
1245
LifePlan Financial
Minnesota
$2.77M -$56.8K -178 -2%
UBG
1246
United Bank (Georgia)
Georgia
$2.76M +$308K +965 +13%
NG
1247
Norden Group
Utah
$2.75M +$138K +431 +6%
PH
1248
Pinnacle Holdings
Oklahoma
$2.75M -$70.8K -222 -3%
RWB
1249
RMR Wealth Builders
New Jersey
$2.74M +$140K +440 +6%
NCM
1250
Nelson Capital Management
California
$2.74M +$45.6K +143 +2%
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