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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAG
1251
Compton Wealth Advisory Group
Virginia
$2.73M +$152K +475 +6%
CCM
1252
Chickasaw Capital Management
Tennessee
$2.73M -$22.3K -70 -0.9%
EWM
1253
Elmwood Wealth Management
California
$2.73M +$491K +1,539 +23%
VCM
1254
Verde Capital Management
Michigan
$2.73M -$615K -1,927 -19%
TW
1255
TrinityPoint Wealth
Connecticut
$2.71M +$50.4K +158 +2%
FWA
1256
FOCUS Wealth Advisors
Texas
$2.7M -$38.6K -121 -1%
DC
1257
DeDora Capital
California
$2.7M +$3.83K +12 +0.1%
NB
1258
Nicolet Bankshares
Wisconsin
$2.69M -$22K -69 -0.8%
CRIG
1259
Charter Research & Investment Group
Connecticut
$2.69M -$16K -50 -0.6%
HVCM
1260
Hel Ved Capital Management
Hong Kong
$2.69M +$528K +1,655 +26%
ACS
1261
Archford Capital Strategies
Illinois
$2.68M +$74.7K +234 +3%
OIS
1262
Okabena Investment Services
Minnesota
$2.68M +$317K +994 +14%
AA
1263
ALPS Advisors
Colorado
$2.68M -$357K -1,119 -12%
SFM
1264
Signet Financial Management
New Jersey
$2.67M -$19.5K -61 -0.8%
ECG
1265
Edge Capital Group
Georgia
$2.67M -$173K -542 -6%
SACTSONJ
1266
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.67M – – –
EI
1267
Ellevest Inc
New York
$2.67M -$438K -1,371 -15%
RCA
1268
Resonant Capital Advisors
Wisconsin
$2.66M +$242K +758 +11%
PWM
1269
Power Wealth Management
Georgia
$2.66M -$20.7K -65 -0.8%
SDIC
1270
South Dakota Investment Council
South Dakota
$2.65M – – –
PIM
1271
Penobscot Investment Management
Massachusetts
$2.65M +$638 +2 +0%
PL
1272
Perpetual Ltd
Australia
$2.65M +$316K +990 +14%
KJHP
1273
K.J. Harrison & Partners
Ontario, Canada
$2.65M +$957K +3,000 +60%
CFCI
1274
Comprehensive Financial Consultants Institutional
Indiana
$2.64M +$13.1K +41 +0.5%
WANY
1275
Wealthspire Advisors (New York)
New York
$2.64M +$106K +332 +4%
49 50
51
52 53