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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OIM
1326
Oder Investment Management
California
$823K +$29.7K +176 +4%
JE
1327
JMAC Enterprises
Pennsylvania
$821K +$9.97K +59 +1%
RA
1328
RFG Advisory
Alabama
$820K -$79.7K -472 -10%
CP
1329
Cumberland Partners
Ontario, Canada
$819K +$693K +4,100 New
RBC
1330
Romano Brothers & Co
Illinois
$815K -$28.7K -170 -4%
IDBONY
1331
Israel Discount Bank of New York
New York
$812K -$36.7K -217 -5%
SRC
1332
Sage Rhino Capital
California
$809K +$29.1K +172 +4%
HSA
1333
HBK Sorce Advisory
Pennsylvania
$805K -$704K -4,165 -51%
RBFC
1334
Roman Butler Fullerton & Co
Missouri
$805K +$452K +2,674 +173%
HFM
1335
Harvest Fund Management
China
$800K +$677K +4,007 New
BCM
1336
Brasada Capital Management
Texas
$799K +$676K +4,000 New
BDFN
1337
Bond & Devick Financial Network
Minnesota
$799K – – –
RCG
1338
Regatta Capital Group
California
$798K – – –
SSWM
1339
Strait & Sound Wealth Management
California
$794K -$3.88K -23 -0.6%
EI
1340
Ellevest Inc
New York
$793K +$202K +1,193 +43%
MSAM
1341
Moloney Securities Asset Management
Missouri
$792K -$271K -1,606 -29%
BFW
1342
Brady Family Wealth
Missouri
$789K – – –
CWM
1343
Congress Wealth Management
Massachusetts
$788K +$12.2K +72 +2%
MFG
1344
Midwest Financial Group
Kansas
$787K +$665K +3,939 New
NDSI
1345
Newman Dignan & Sheerar Inc
Rhode Island
$779K +$659K +3,900 New
AC
1346
Avestar Capital
New York
$778K +$18.1K +107 +3%
MFP
1347
Meridian Financial Partners
Virginia
$776K +$13.9K +82 +2%
LB
1348
Leo Brokerage
Texas
$775K +$656K +3,881 New
HNWAG
1349
High Net Worth Advisory Group
Florida
$773K -$285K -1,685 -30%
AAM
1350
Augustine Asset Management
Florida
$773K +$3.88K +23 +0.6%
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