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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1251
Formidable Asset Management
Ohio
$1.24M +$25.7K +124 +3%
HSA
1252
HBK Sorce Advisory
Pennsylvania
$1.24M +$222K +1,071 +19%
SP
1253
Stablepoint Partners
Massachusetts
$1.24M +$212K +1,023 +18%
MSK
1254
Melissa S. Kampmann
$1.23M -$37.3K -180 -3%
ICP
1255
Interchange Capital Partners
Pennsylvania
$1.23M -$86.2K -416 -8%
CPA
1256
Capital Performance Advisors
California
$1.23M +$201K +970 +17%
WBC
1257
Westpac Banking Corp
Australia
$1.23M -$191K -920 -12%
EI
1258
Ellevest Inc
New York
$1.23M +$64.2K +310 +5%
DIA
1259
Dana Investment Advisors
Wisconsin
$1.22M -$587K -2,835 -30%
PAI
1260
Pittenger & Anderson Inc
Nebraska
$1.22M -$11.3M -54,546 -89%
UWS
1261
Unique Wealth Strategies
Illinois
$1.22M -$14.5K -70 -1%
EDRH
1262
Edmond de Rothschild Holding
Switzerland
$1.22M +$12.4K +60 +0.9%
NL
1263
Navalign LLC
California
$1.22M +$16K +77 +1%
BHIA
1264
Birch Hill Investment Advisors
Massachusetts
$1.21M -$393K -1,897 -23%
COCM
1265
Charter Oak Capital Management
New Hampshire
$1.21M -$18.2K -88 -1%
NA
1266
Nautilus Advisors
California
$1.21M -$45.4K -219 -3%
AGWCA
1267
Annis Gardner Whiting Capital Advisors
Florida
$1.21M +$51K +246 +4%
HC
1268
Hourglass Capital
Texas
$1.2M +$1.34M +6,450 New
EFG
1269
Everhart Financial Group
Ohio
$1.2M +$290K +1,399 +28%
SACTSONJ
1270
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.2M +$248K +1,196 +23%
PE
1271
PCM Encore
Colorado
$1.2M -$29K -140 -2%
1W
1272
1776 Wealth
Georgia
$1.2M -$31.1K -150 -2%
NG
1273
Northstar Group
New York
$1.2M -$106K -510 -7%
LFS
1274
Littlejohn Financial Services
Oregon
$1.2M +$141K +682 +12%
PNAA
1275
Pictet North America Advisors
Switzerland
$1.19M -$329K -1,586 -20%
49 50
51
52 53