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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
9WM
1301
9258 Wealth Management
Ohio
$710K -$99.7K -588 -11%
1SB
1302
1ST Source Bank
Indiana
$708K -$52.2K -308 -6%
BIA
1303
Benchmark Investment Advisors
Illinois
$706K +$377K +2,225 +83%
FFM
1304
Forum Financial Management
Illinois
$705K -$473K -2,791 -36%
TA
1305
Tiedemann Advisors
New York
$704K -$49.9K -294 -6%
SIG
1306
Sargent Investment Group
Maryland
$702K – – –
MIM
1307
Moseley Investment Management
Florida
$700K +$4.92K +29 +0.6%
LB
1308
Legacy Bridge
Iowa
$697K – – –
ECG
1309
Edge Capital Group
Georgia
$696K -$493K -2,909 -38%
FUBT
1310
First United Bank & Trust
Maryland
$695K -$24.6K -145 -3%
SSWG
1311
Seven Springs Wealth Group
Tennessee
$693K -$46.3K -273 -5%
AAM
1312
Ascension Asset Management
New York
$687K – – –
BLC
1313
Brown, Lisle/Cummings
Rhode Island
$686K -$21.2K -125 -3%
EAM
1314
EFG Asset Management
Oregon
$685K -$257K -1,515 -24%
C
1315
Certuity
Florida
$685K +$38K +224 +5%
SFO
1316
Stokes Family Office
Louisiana
$684K -$103K -607 -11%
BCM
1317
Brown Capital Management
Maryland
$684K -$12.5K -74 -2%
PCM
1318
Penserra Capital Management
California
$683K +$5.43K +32 +0.7%
IIM
1319
Ipswich Investment Management
Massachusetts
$682K -$39K -230 -5%
NAG
1320
Northstar Advisory Group
New Jersey
$681K -$476K -2,806 -37%
CFG
1321
Citizens Financial Group
Rhode Island
$681K -$148K -872 -16%
ACS
1322
Archford Capital Strategies
Illinois
$681K +$50K +295 +7%
AFS
1323
Aft Forsyth & Sober
Florida
$676K – – –
FFN
1324
Focus Financial Network
Minnesota
$674K +$137K +810 +21%
EGM
1325
Engineers Gate Manager
New York
$674K -$11.1M -65,372 -93%
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