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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1326
Maven Securities
Jersey
$890K +$839K +3,642 New
IA
1327
Insight Advisors
Pennsylvania
$886K +$29.3K +127 +4%
BWA
1328
Bordeaux Wealth Advisors
California
$881K – – –
WCA
1329
Westover Capital Advisors
Delaware
$879K -$61.8K -268 -7%
SFSIG
1330
San Francisco Sentry Investment Group
California
$878K – – –
JCM
1331
Jacobi Capital Management
Pennsylvania
$876K -$272K -1,180 -25%
IAN
1332
Integrated Advisors Network
Texas
$874K +$24K +104 +3%
OFG
1333
Oxford Financial Group
Indiana
$874K +$51.6K +224 +7%
HB
1334
Homrich & Berg
Georgia
$873K +$60.4K +262 +8%
FBC
1335
Fairfield, Bush & Co
Connecticut
$873K +$246K +1,066 +43%
RSWM
1336
Robertson Stephens Wealth Management
California
$869K +$55.1K +239 +7%
GEA
1337
Glen Eagle Advisors
New Jersey
$869K +$34.8K +151 +4%
RIG
1338
Ramiah Investment Group
Wisconsin
$866K -$3.92K -17 -0.5%
SWRP
1339
Summit Wealth & Retirement Planning
California
$864K -$38K -165 -4%
AA
1340
Argent Advisors
Louisiana
$863K +$131K +567 +19%
VFG
1341
V2 Financial group
Illinois
$855K -$16.1K -70 -2%
CPC
1342
Congress Park Capital
New York
$855K -$893K -3,875 -53%
FC
1343
Fulcrum Capital
Washington
$855K -$159K -690 -16%
FHC
1344
First Heartland Consultants
Missouri
$853K +$140K +607 +21%
SFO
1345
Standard Family Office
South Dakota
$852K – – –
EFS
1346
Essex Financial Services
Connecticut
$846K – – –
FANJ
1347
Financial Architects (New Jersey)
New Jersey
$844K +$171K +741 +27%
CAG
1348
Crestwood Advisors Group
Massachusetts
$840K -$42.4K -184 -5%
TIA
1349
Trust Investment Advisors
Indiana
$837K +$36.4K +158 +5%
JWS
1350
Juncture Wealth Strategies
Arizona
$837K +$86.4K +375 +12%
52 53
54
55 56