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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1301
Lindbrook Capital
California
$1.12M -$270K -1,251 -18%
LAI
1302
Legal Advantage Investments
California
$1.12M -$7.35K -34 -0.6%
RWB
1303
RMR Wealth Builders
New Jersey
$1.12M +$419K +1,941 +54%
CG
1304
Cynosure Group
Utah
$1.12M -$150K -693 -11%
ACA
1305
Aptus Capital Advisors
Alabama
$1.12M +$728K +3,370 +157%
KAS
1306
KPP Advisory Services
Kentucky
$1.12M +$1.19M +5,517 New
GMF
1307
Grace & Mercy Foundation
New York
$1.12M +$1.19M +5,500 New
GWSG
1308
GPS Wealth Strategies Group
Colorado
$1.11M +$164K +759 +16%
SJIM
1309
St. Johns Investment Management
Florida
$1.11M -$12.5K -58 -1%
CCB
1310
Country Club Bank
Missouri
$1.11M -$71.7K -332 -6%
CNBT
1311
Cornerstone National Bank & Trust
Illinois
$1.1M -$16.4K -76 -1%
CI
1312
CX Institutional
Indiana
$1.1M -$24.6K -114 -2%
CHAM
1313
Clear Harbor Asset Management
Connecticut
$1.1M -$7.56K -35 -0.6%
LWM
1314
Laidlaw Wealth Management
New York
$1.1M -$24.4K -113 -2%
WP
1315
WealthSource Partners
California
$1.09M -$7.99K -37 -0.7%
AFO
1316
Arrowroot Family Office
California
$1.09M -$309K -1,430 -21%
GCP
1317
Garda Capital Partners
Minnesota
$1.09M +$1.16M +5,356 New
CWM
1318
Congress Wealth Management
Massachusetts
$1.09M +$384K +1,779 +50%
BI
1319
Ballast Inc
Kentucky
$1.08M -$60.1K -278 -5%
KP
1320
Keel Point
Alabama
$1.08M +$592K +2,740 +105%
SMFG
1321
Sumitomo Mitsui Financial Group
Japan
$1.08M +$336K +1,557 +41%
TIMH
1322
Tilt Investment Management Holdings
New York
$1.08M – – –
FCP
1323
Fidelis Capital Partners
Florida
$1.08M +$32K +148 +3%
RCAG
1324
Rehmann Capital Advisory Group
Michigan
$1.08M -$32.2K -149 -3%
GC
1325
Gilbert & Cook
Iowa
$1.07M +$438K +2,026 +62%
51 52
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