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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OPW
1251
Oxler Private Wealth
New York
$1.17M – – –
SJIM
1252
St. Johns Investment Management
Florida
$1.17M -$4.7K -23 -0.4%
CI
1253
CX Institutional
Indiana
$1.17M +$73.3K +359 +7%
LWM
1254
Laidlaw Wealth Management
New York
$1.17M -$302K -1,478 -21%
WA
1255
Wambolt & Associates
Colorado
$1.16M +$34.1K +167 +0%
CNBT
1256
Cornerstone National Bank & Trust
Illinois
$1.16M -$217K -1,063 -16%
FIM
1257
Freedom Investment Management
Connecticut
$1.16M -$41.4K -203 -4%
SM
1258
Sciencast Management
New Jersey
$1.16M +$1.12M +5,481 New
RCAG
1259
Rehmann Capital Advisory Group
Michigan
$1.15M -$46.7K -229 -4%
CHAM
1260
Clear Harbor Asset Management
Connecticut
$1.15M +$35.1K +172 +3%
AWA
1261
Aaron Wealth Advisors
Illinois
$1.15M +$36.7K +180 +3%
SAM
1262
Secure Asset Management
Michigan
$1.14M +$14.9K +73 +1%
WP
1263
WealthSource Partners
California
$1.14M -$254K -1,245 -19%
KWA
1264
Kingswood Wealth Advisors
California
$1.14M +$1.1M +5,396 New
MCI
1265
MRP Capital Investments
Georgia
$1.14M +$1.1M +5,377 New
OCM
1266
Orion Capital Management
California
$1.13M +$6.33K +31 +0.6%
C
1267
Certuity
Florida
$1.13M +$85.3K +418 +8%
TIMH
1268
Tilt Investment Management Holdings
New York
$1.12M – – –
SIA
1269
Strategic Investment Advisors
Michigan
$1.12M +$710K +3,477 +190%
BOH
1270
Bank of Hawaii
Hawaii
$1.12M +$508K +2,490 +89%
BOM
1271
Bank of Marin
California
$1.12M -$44.1K -216 -4%
PMA
1272
Prudent Man Advisors
Illinois
$1.11M -$16.1K -79 -1%
CCG
1273
Coastwise Capital Group
California
$1.11M -$612K -3,000 -36%
PWPS
1274
Pinnacle Wealth Planning Services
Ohio
$1.11M -$97.4K -477 -8%
AA
1275
Argent Advisors
Louisiana
$1.1M +$50.8K +249 +5%
49 50
51
52 53