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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
1276
Concourse Financial Group Securities
Alabama
$758K +$90.2K +532 +11%
RIA
1277
Realta Investment Advisors
Delaware
$757K +$347K +2,047 +64%
BSW
1278
Buckingham Strategic Wealth
Missouri
$756K +$74.9K +442 +9%
NCA
1279
New Century Advisors
Maryland
$754K – – –
PCM
1280
Pennsylvania Capital Management
Pennsylvania
$749K -$177K -1,046 -17%
RWA
1281
Redmont Wealth Advisors
Illinois
$748K -$17K -100 -2%
WWM
1282
Wolff Wiese Magana
California
$742K +$86.3K +509 +11%
YL
1283
YCG LLC
Texas
$739K – – –
ACM
1284
Ayrshire Capital Management
Connecticut
$738K +$58.7K +346 +7%
FPAS
1285
Focus Partners Advisor Solutions
Missouri
$738K +$143K +843 +20%
JSL
1286
JT Stratford LLC
Georgia
$734K -$1.04M -6,135 -55%
LFM
1287
Lumina Fund Management
New York
$734K – – –
RWA
1288
Rainsberger Wealth Advisors
Colorado
$733K +$17.8K +105 +2%
SC
1289
Sonen Capital
California
$732K -$236K -1,392 -21%
SCP
1290
Shorepoint Capital Partners
Massachusetts
$732K +$20.5K +121 +2%
HCM
1291
Highlander Capital Management
New Jersey
$731K – – –
WWA
1292
WCG Wealth Advisors
Nevada
$730K +$778K +4,589 New
MME
1293
Meag Munich Ergo
Germany
$726K -$1.13M -6,637 -57%
AAP
1294
Ardsley Advisory Partners
Connecticut
$719K -$661K -3,900 -44%
JAG
1295
Journey Advisory Group
Kentucky
$715K +$120K +710 +17%
B
1296
Barings
North Carolina
$714K +$125K +739 +17%
SWM
1297
Sculati Wealth Management
Michigan
$714K +$236K +1,390 +39%
SIG
1298
Sky Investment Group
Connecticut
$711K -$31.4K -185 -4%
MHS
1299
M Holdings Securities
Oregon
$711K -$24.8K -146 -3%
GAG
1300
Goodman Advisory Group
Massachusetts
$711K +$838K +4,940 New
50 51
52
53 54