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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
1401
Integrated Advisors Network
Texas
$1.03M -$946K -3,365 -45%
HTC
1402
Haverford Trust Company
Pennsylvania
$1.03M +$35.4K +126 +3%
HA
1403
Harfst & Associates
Wyoming
$1.03M +$105K +375 +10%
TWMP
1404
Taylor Wealth Management Partners
Massachusetts
$1.03M +$107K +381 +10%
ACM
1405
AlphaStar Capital Management
North Carolina
$1.03M +$291K +1,037 +30%
CC
1406
Cadinha & Co
Hawaii
$1.03M -$1.02M -3,620 -47%
ACM
1407
Allred Capital Management
Texas
$1.03M -$56.5K -201 -5%
MFG
1408
Merit Financial Group
Georgia
$1.03M +$75K +267 +7%
OAM
1409
Occidental Asset Management
California
$1.02M +$327K +1,165 +41%
MA
1410
MUFG Americas
New York
$1.02M +$168K +598 +18%
HH
1411
Hilltop Holdings
Texas
$1.02M +$312K +1,109 +38%
AAP
1412
Ardsley Advisory Partners
Connecticut
$1.02M -$281K -1,000 -20%
LSC
1413
Lyon Street Capital
California
$1.02M +$1.12M +4,000 New
ACM
1414
Advisors Capital Management
New Jersey
$1.01M +$582K +2,073 +108%
WPWM
1415
Western Pacific Wealth Management
Illinois
$1.01M +$1.12M +3,990 New
AF
1416
Allworth Financial
California
$1.01M +$56.5K +201 +5%
WAS
1417
WESPAC Advisors SoCal
California
$1.01M -$7.03K -25 -0.6%
RTC
1418
Riverview Trust Company
Washington
$1.01M – – –
WCM
1419
Whitener Capital Management
North Carolina
$1M +$335K +1,191 +43%
WMA
1420
Wealth Management Associates
New Jersey
$1M +$64.6K +230 +6%
CP
1421
Covenant Partners
Tennessee
$998K – – –
OIA
1422
OneDigital Investment Advisors
Kansas
$997K +$56.5K +201 +5%
MCWA
1423
Meadow Creek Wealth Advisors
Georgia
$996K +$1.1M +3,918 New
OCM
1424
One Capital Management
California
$994K +$339K +1,208 +45%
GEA
1425
Glen Eagle Advisors
New Jersey
$991K +$103K +366 +10%
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