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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1301
Ameritas Advisory Services
Nebraska
$2.54M +$20.4K +64 +0.9%
WRPWM
1302
Werba Rubin Papier Wealth Management
California
$2.53M -$613K -1,922 -20%
CWP
1303
Concord Wealth Partners
Virginia
$2.52M +$135K +423 +6%
CCG
1304
Ceeto Capital Group
Florida
$2.51M – – –
SC
1305
Shay Capital
New York
$2.51M +$1.95M +6,120 +443%
SAM
1306
Silphium Asset Management
United Kingdom
$2.51M +$2.39M +7,500 New
WCM
1307
Weaver Capital Management
Georgia
$2.5M +$298K +933 +14%
NP
1308
Nilsine Partners
Colorado
$2.5M +$103K +323 +5%
GS
1309
GTS Securities
Florida
$2.49M +$367K +1,150 +18%
EWA
1310
EverSource Wealth Advisors
Alabama
$2.48M +$342K +1,072 +17%
KTC
1311
Kentucky Trust Company
Kentucky
$2.48M +$2.36M +7,410 New
RSWM
1312
Robertson Stephens Wealth Management
California
$2.48M +$67.3K +211 +3%
GLAM
1313
Gardner Lewis Asset Management
Pennsylvania
$2.48M +$903K +2,830 +62%
BMCM
1314
Bryn Mawr Capital Management
Pennsylvania
$2.47M +$329K +1,030 +16%
PDL
1315
Portfolio Design Labs
California
$2.47M +$341K +1,069 +17%
KAS
1316
KPP Advisory Services
Kentucky
$2.47M +$11.5K +36 +0.5%
CP
1317
Cornerstone Planning
North Carolina
$2.46M +$2.35M +7,367 New
ISL
1318
Ingalls & Snyder LLC
New York
$2.46M -$57.1K -179 -2%
PWP
1319
Perfromance Wealth Partners
Illinois
$2.46M +$2.55K +8 +0.1%
UAS
1320
United Asset Strategies
New York
$2.46M +$16K +50 +0.7%
SAM
1321
Secure Asset Management
Michigan
$2.46M +$121K +380 +5%
CFFP
1322
Center for Financial Planning
Michigan
$2.46M – – –
SVWAG
1323
Sound View Wealth Advisors Group
Georgia
$2.46M -$1.64M -5,142 -41%
SCM
1324
Stevens Capital Management
Pennsylvania
$2.45M -$4.25M -13,325 -65%
HCCM
1325
Hudson Canyon Capital Management
New York
$2.45M +$2.34M +7,325 New
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