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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFGT
1401
TS Financial Group (TSFG)
Illinois
$926K +$4.83K +19 +0.6%
SFPG
1402
Stonebridge Financial Planning Group
Florida
$924K – – –
MA
1403
MUFG Americas
New York
$924K +$42.4K +167 +5%
RWA
1404
Ropes Wealth Advisors
Massachusetts
$922K +$16K +63 +2%
PTP
1405
Platform Technology Partners
New York
$918K +$51.6K +203 +6%
QFA
1406
Quattro Financial Advisors
Texas
$916K +$38.1K +150 +5%
YIA
1407
YHB Investment Advisors
Connecticut
$912K +$5.84K +23 +0.7%
AF
1408
Advisornet Financial
Minnesota
$908K +$220K +868 +35%
RSWM
1409
Robertson Stephens Wealth Management
California
$907K -$54.1K -213 -6%
VBCG
1410
Valley Brook Capital Group
Pennsylvania
$905K +$9.9K +39 +1%
FNBT
1411
FineMark National Bank & Trust
Florida
$894K +$109K +429 +15%
FFG
1412
Fortem Financial Group
California
$892K -$114K -450 -12%
JCM
1413
Jacobi Capital Management
Pennsylvania
$889K -$78.2K -308 -9%
BCM
1414
Bayesian Capital Management
New York
$885K -$5.11M -20,138 -86%
WFI
1415
West Family Investments
California
$882K +$110K +434 +15%
ICM
1416
IMS Capital Management
Oregon
$881K – – –
CL
1417
CPWM LLC
Washington
$880K +$184K +725 +29%
BS
1418
Boenning & Scattergood
Pennsylvania
$879K +$254K +1,000 +45%
TWI
1419
Thomas White International
Illinois
$875K – – –
EI
1420
Ellevest Inc
New York
$874K +$192K +756 +31%
HPWM
1421
Highland Private Wealth Management
Washington
$873K -$29.7K -117 -4%
GFG
1422
Greystone Financial Group
Michigan
$863K +$808K +3,182 New
CWM
1423
Cornerstone Wealth Management
Missouri
$861K +$58.4K +230 +8%
BBP
1424
Banco BTG Pactual
Brazil
$860K -$27.9K -110 -3%
KPW
1425
Kore Private Wealth
New York
$860K +$188K +740 +30%
55 56
57
58 59