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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1376
SFMG Wealth Advisors
Texas
$638K +$295K +1,323 +78%
LCM
1377
LCM Capital Management
Illinois
$636K -$27.2K -122 -4%
ICA
1378
Infrastructure Capital Advisors
New York
$636K +$445K +2,000 +200%
ST
1379
Smithfield Trust
Pennsylvania
$634K -$82.1K -369 -11%
SWA
1380
Sax Wealth Advisors
New Jersey
$632K +$167K +752 +34%
AA
1381
Argent Advisors
Louisiana
$628K +$62.3K +280 +10%
BS
1382
Boenning & Scattergood
Pennsylvania
$628K +$67.2K +302 +11%
CFA
1383
Cahill Financial Advisors
Minnesota
$622K – – –
RB
1384
Renasant Bank
Mississippi
$622K +$81.9K +368 +14%
9WM
1385
9258 Wealth Management
Ohio
$621K -$65K -292 -9%
ECG
1386
Edge Capital Group
Georgia
$618K +$71.9K +323 +12%
SC
1387
Shay Capital
New York
$617K +$648K +2,912 New
MFG
1388
Menard Financial Group
Texas
$615K -$35.2K -158 -5%
BCA
1389
Berman Capital Advisors
Georgia
$613K +$115K +515 +22%
MGIM
1390
M&G Investment Management
United Kingdom
$612K -$55.9K -251 -8%
FHC
1391
First Heartland Consultants
Missouri
$611K +$418K +1,876 +186%
MA
1392
MUFG Americas
New York
$610K -$5.57K -25 -0.9%
AIC
1393
Ameritas Investment Company
Nebraska
$609K +$352K +1,583 +122%
TWM
1394
Tradition Wealth Management
Minnesota
$609K +$106K +476 +20%
WCM
1395
Whitener Capital Management
North Carolina
$607K +$22.3K +100 +4%
B
1396
Bellecapital
Switzerland
$607K +$435K +1,956 +215%
BFA
1397
Beaumont Financial Advisors
Massachusetts
$606K -$36.1K -162 -5%
OIA
1398
OneDigital Investment Advisors
Kansas
$605K -$135K -605 -17%
BOPW
1399
Brandywine Oak Private Wealth
Pennsylvania
$601K -$21.8K -98 -3%
FNBT
1400
FineMark National Bank & Trust
Florida
$597K +$107K +480 +21%
54 55
56
57 58