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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1326
Keel Point
Alabama
$1.74M +$51.7K +208 +3%
PTFIS
1327
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.74M +$1.63M +6,560 New
PE
1328
PCM Encore
Colorado
$1.74M +$1.63M +6,560 New
KMWM
1329
Keudell/Morrison Wealth Management
Oregon
$1.74M +$1.63M +6,555 New
TCWA
1330
Turtle Creek Wealth Advisors
Texas
$1.73M +$562K +2,263 +53%
GPWM
1331
Grant Private Wealth Management
California
$1.73M +$96.2K +387 +6%
C
1332
Certuity
Florida
$1.73M -$41.3K -166 -2%
AA
1333
Ahara Advisors
New Jersey
$1.73M +$1.62M +6,516 New
SGI
1334
Summit Global Investments
Utah
$1.72M +$758K +3,050 +88%
IEFM
1335
IQ EQ Fund Management
Ireland
$1.72M -$139K -558 -8%
JSSH
1336
J. Safra Sarasin Holding
$1.71M -$511K -2,057 -24%
FIA
1337
FNY Investment Advisers
New York
$1.71M +$1.23M +4,960 +331%
EDRH
1338
Edmond de Rothschild Holding
Switzerland
$1.71M -$2.44M -9,832 -60%
PTC
1339
Private Trust Company
Ohio
$1.71M -$197K -793 -11%
GWP
1340
Gen-Wealth Partners
Michigan
$1.71M +$85K +342 +6%
NL
1341
Navalign LLC
California
$1.71M +$75K +302 +5%
WFA
1342
Wellspring Financial Advisors
Ohio
$1.69M +$1.59M +6,381 New
MSR
1343
Main Street Research
Connecticut
$1.69M +$956K +3,846 +153%
GIC
1344
GFI Investment Counsel
Ontario, Canada
$1.68M -$4.21M -16,961 -73%
AAS
1345
Ameritas Advisory Services
Nebraska
$1.68M +$1.1M +4,422 +228%
BW
1346
BIP Wealth
Georgia
$1.68M +$921K +3,708 +140%
LFG
1347
Larson Financial Group
Missouri
$1.68M -$113K -456 -7%
CP
1348
Canopy Partners
Ohio
$1.68M +$3.98K +16 +0.3%
JBC
1349
Jefferson Bridge Capital
Tennessee
$1.67M +$1.57M +6,314 New
CNBT
1350
Cornerstone National Bank & Trust
Illinois
$1.67M +$24.9K +100 +2%
52 53
54
55 56