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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PMG
1251
ProVise Management Group
Florida
$1.26M +$17.3K +80 +1%
JPWM
1252
Jamison Private Wealth Management
Georgia
$1.25M +$1.33M +6,172 New
LS
1253
Leelyn Smith
Illinois
$1.24M -$22.5K -104 -2%
SMH
1254
Sanders Morris Harris
Texas
$1.23M – – –
SCP
1255
Shorepoint Capital Partners
Massachusetts
$1.23M +$104K +482 +9%
FPF
1256
First Pacific Financial
Washington
$1.23M -$24K -111 -2%
GI
1257
GAMCO Investors
Connecticut
$1.22M +$24.2K +112 +2%
PIMJS
1258
PKO Investment Management Joint-Stock
Poland
$1.22M – – –
CI
1259
Conning Inc
Connecticut
$1.21M +$8.64K +40 +0.7%
PL
1260
Plancorp LLC
Missouri
$1.21M +$54K +250 +4%
COCM
1261
Charter Oak Capital Management
New Hampshire
$1.21M – – –
AWA
1262
Arete Wealth Advisors
Illinois
$1.21M +$180K +835 +16%
DCM
1263
Donaldson Capital Management
Indiana
$1.21M +$43.6K +202 +4%
JGCM
1264
Joseph Group Capital Management
Ohio
$1.21M +$49K +227 +4%
SC
1265
Saturna Capital
Washington
$1.21M -$10.8K -50 -0.8%
WRPWM
1266
Werba Rubin Papier Wealth Management
California
$1.21M +$20.5K +95 +2%
IAIM
1267
International Assets Investment Management
Florida
$1.2M +$211K +978 +20%
SSI
1268
Scott & Selber Inc
Texas
$1.2M -$2.16K -10 -0.2%
CL
1269
Choreo LLC
Illinois
$1.19M +$37.8K +175 +3%
IIM
1270
Ironwood Investment Management
Massachusetts
$1.19M -$8.64K -40 -0.7%
RCA
1271
Riverview Capital Advisers
Massachusetts
$1.19M -$4.32K -20 -0.3%
TAM
1272
Trillium Asset Management
Massachusetts
$1.18M -$37.6K -174 -3%
CT
1273
Chicago Trust
Illinois
$1.18M +$9.07K +42 +0.7%
EIA
1274
Eastover Investment Advisors
North Carolina
$1.18M +$52.7K +244 +4%
ATPW
1275
Ashton Thomas Private Wealth
Arizona
$1.18M +$318K +1,474 +34%
49 50
51
52 53