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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1276
9258 Wealth Management
Ohio
$1.71M +$284K +1,253 +24%
MRCM
1277
M&R Capital Management
New Jersey
$1.7M -$216K -954 -13%
PVI
1278
Pine Valley Investments
New Jersey
$1.7M -$469K -2,073 -24%
CWM
1279
Congress Wealth Management
Massachusetts
$1.69M +$244K +1,078 +20%
VCP
1280
Varenne Capital Partners
France
$1.69M +$1.45M +6,415 New
CAMG
1281
CWA Asset Management Group
Florida
$1.68M +$185K +819 +15%
MAM
1282
Morse Asset Management
Connecticut
$1.68M -$152K -670 -9%
AB
1283
Atlas Brown
Kentucky
$1.68M +$16.5K +73 +1%
BA
1284
Birinyi Associates
Connecticut
$1.68M -$410K -1,810 -22%
BTI
1285
Blue Trust Inc
Georgia
$1.68M +$26.5K +117 +1%
DA
1286
Doliver Advisors
Texas
$1.68M -$23.8K -105 -2%
IAS
1287
IMA Advisory Services
Colorado
$1.68M -$80.8K -357 -5%
FAM
1288
Fred Alger Management
New York
$1.67M -$160K -705 -10%
QPW
1289
Quantum Private Wealth
Florida
$1.67M -$30.8K -136 -2%
KMWM
1290
Keudell/Morrison Wealth Management
Oregon
$1.67M -$453 -2 -0%
GWSG
1291
GPS Wealth Strategies Group
Colorado
$1.66M +$185K +818 +15%
AC
1292
AXQ Capital
New Jersey
$1.66M +$498K +2,200 +54%
SC
1293
Sapient Capital
Indiana
$1.66M +$1.42M +6,296 New
ATWA
1294
Arbor Trust Wealth Advisors
Michigan
$1.66M +$20.4K +90 +1%
SCP
1295
Shorepoint Capital Partners
Massachusetts
$1.65M +$50.5K +223 +4%
EWM
1296
Empirical Wealth Management
Washington
$1.65M +$228K +1,008 +19%
GWMIA
1297
Global Wealth Management Investment Advisory
Florida
$1.65M -$88.9K -393 -6%
RPC
1298
Rossmore Private Capital
Connecticut
$1.65M – – –
RWB
1299
RMR Wealth Builders
New Jersey
$1.64M +$162K +714 +13%
RAM
1300
Ramirez Asset Management
New York
$1.64M – – –
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