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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1251
BigSur Wealth Management
Florida
$1.07M -$380K -1,650 -27%
ACM
1252
Allred Capital Management
Texas
$1.07M -$26.5K -115 -3%
LAI
1253
Legal Advantage Investments
California
$1.07M +$230K +1,000 +30%
VFPI
1254
Vantage Financial Partners (Illinois)
Illinois
$1.07M +$150K +650 +17%
HPC
1255
HM Payson & Co
Maine
$1.07M -$38K -165 -4%
WFG
1256
Wills Financial Group
Virginia
$1.06M +$14.3K +62 +1%
EW
1257
Evoke Wealth
California
$1.06M +$62.5K +271 +6%
SIG
1258
Sargent Investment Group
Maryland
$1.05M – – –
CW
1259
CreativeOne Wealth
Kansas
$1.04M -$818K -3,548 -45%
ANTB
1260
AMG National Trust Bank
Colorado
$1.04M -$10.4K -45 -1%
EWA
1261
EP Wealth Advisors
California
$1.03M +$11.8K +51 +1%
NL
1262
NWAM LLC
Washington
$1.02M -$2.65M -11,504 -73%
QCM
1263
Quest Capital Management
Texas
$1.02M -$42.6K -185 -4%
MYIA
1264
Mount Yale Investment Advisors
Colorado
$1.02M +$5.3K +23 +0.6%
ESCM
1265
Echo Street Capital Management
New York
$1.02M -$23.7M -102,815 -96%
CP
1266
Camelot Portfolios
Ohio
$1.02M +$201K +874 +26%
SVWAG
1267
Sound View Wealth Advisors Group
Georgia
$1.02M +$105K +455 +12%
GDP
1268
Great Diamond Partners
Maine
$1.02M -$217K -940 -18%
UMC
1269
United Maritime Capital
New York
$1.01M -$1.88M -8,150 -66%
GG
1270
Golden Green
South Carolina
$1.01M -$8.99K -39 -0.9%
CWM
1271
Centric Wealth Management
Illinois
$1.01M -$79.3K -344 -8%
WP
1272
WealthSource Partners
California
$1.01M -$10.1K -44 -1%
AAM
1273
Arabesque Asset Management
United Kingdom
$1.01M -$1.83M -7,959 -66%
MAM
1274
Morse Asset Management
Connecticut
$1.01M +$950K +4,120 New
WAS
1275
WESPAC Advisors SoCal
California
$1M +$23K +100 +2%
49 50
51
52 53