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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1251
Realta Investment Advisors
Delaware
$887K +$119K +488 +14%
PWPS
1252
Pinnacle Wealth Planning Services
Ohio
$885K -$92.7K -381 -9%
ACM
1253
Allred Capital Management
Texas
$884K -$10.7K -44 -1%
WCA
1254
Westover Capital Advisors
Delaware
$883K -$1.46K -6 -0.2%
RTC
1255
Riverview Trust Company
Washington
$883K – – –
TWI
1256
Thomas White International
Illinois
$883K +$504K +2,074 +110%
CIM
1257
CIM Investment Management
Pennsylvania
$881K +$12.9K +53 +1%
SRC
1258
Sage Rhino Capital
California
$881K +$513K +2,108 +114%
NIM
1259
NuWave Investment Management
New Jersey
$879K +$793K +3,262 +475%
TA
1260
Tectonic Advisors
Texas
$879K +$961K +3,952 New
WP
1261
WealthShield Partners
North Carolina
$877K +$106K +434 +12%
GLA
1262
Great Lakes Advisors
Illinois
$876K +$52.5K +216 +6%
B
1263
Bailard
California
$872K +$104K +429 +12%
QCG
1264
Quadrant Capital Group
Ohio
$871K +$19.9K +82 +2%
FFG
1265
Fortem Financial Group
California
$870K +$53.5K +220 +6%
CPIA
1266
Cornell Pochily Investment Advisors
New York
$868K +$24.3K +100 +3%
CAG
1267
Csenge Advisory Group
Florida
$866K +$946K +3,892 New
HCM
1268
Highlander Capital Management
New Jersey
$862K – – –
AII
1269
AGF Investments Inc
Ontario, Canada
$860K -$103K -424 -10%
FIM
1270
Freedom Investment Management
Connecticut
$858K +$187K +768 +25%
AWA
1271
Aaron Wealth Advisors
Illinois
$856K +$936K +3,850 New
HI
1272
Hoey Investments
Pennsylvania
$855K +$181K +743 +24%
HH
1273
Hilltop Holdings
Texas
$854K +$201K +826 +27%
CFG
1274
Cooper Financial Group
California
$853K +$584K +2,402 +168%
GWMIA
1275
Global Wealth Management Investment Advisory
Florida
$852K +$100K +412 +12%
49 50
51
52 53