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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LF
1301
LifePlan Financial
Minnesota
$2.07M -$21.1K -73 -1%
RSWM
1302
Robertson Stephens Wealth Management
California
$2.07M -$17.3K -60 -0.9%
NG
1303
Northstar Group
New York
$2.06M – – –
BIG
1304
Brooklyn Investment Group
New York
$2.06M -$72.4K -251 -4%
SP
1305
Stablepoint Partners
Massachusetts
$2.06M +$229K +793 +13%
MWS
1306
Maxwell Wealth Strategies
California
$2.06M +$2.32M +8,036 +569%
BFS
1307
Bard Financial Services
Connecticut
$2.06M -$72.1K -250 -4%
AC
1308
Avestar Capital
New York
$2.06M +$481K +1,666 +32%
WPW
1309
Waldron Private Wealth
Pennsylvania
$2.06M -$196K -680 -9%
PWM
1310
Power Wealth Management
Georgia
$2.05M +$67.5K +234 +4%
LHC
1311
Little House Capital
Massachusetts
$2.04M +$602K +2,088 +44%
FNBT
1312
FineMark National Bank & Trust
Florida
$2.04M -$673K -2,334 -26%
GAM
1313
Grandview Asset Management
Pennsylvania
$2.04M -$78.2K -271 -4%
RIM
1314
Redwood Investment Management
Arizona
$2.04M +$1.95M +6,768 New
WAP
1315
Wealthcare Advisory Partners
Pennsylvania
$2.04M +$65.8K +228 +3%
CWP
1316
Concord Wealth Partners
Virginia
$2.03M +$272K +941 +16%
CWAG
1317
Compton Wealth Advisory Group
Virginia
$2.03M – – –
OWMIAS
1318
One Wealth Management Investment & Advisory Services
Florida
$2.03M +$59.4K +206 +3%
KFS
1319
Kaizen Financial Strategies
California
$2.02M -$1.15K -4 -0.1%
FCB
1320
First County Bank
Connecticut
$2.01M -$102K -355 -5%
CPRC
1321
Consolidated Portfolio Review Corp
New York
$2.01M -$656K -2,272 -25%
GWSG
1322
GPS Wealth Strategies Group
Colorado
$2.01M +$101K +350 +6%
BSW
1323
Buckingham Strategic Wealth
Missouri
$2M +$309K +1,070 +19%
ACA
1324
Aptus Capital Advisors
Alabama
$2M +$400K +1,385 +26%
1W
1325
1776 Wealth
Georgia
$2M -$9.52K -33 -0.5%
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