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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MDA
1426
Minot DeBlois Advisors
Massachusetts
$683K -$4.04K -23 -0.5%
NA
1427
Navellier & Associates
Nevada
$681K -$12.8K -73 -2%
PA
1428
Persium Advisors
Georgia
$681K +$115K +653 +18%
CAI
1429
Capital Advisors Inc
Oklahoma
$680K +$352K +1,999 +85%
PMG
1430
ProVise Management Group
Florida
$680K -$218K -1,239 -22%
CWS
1431
Confluence Wealth Services
Pennsylvania
$679K -$258K -1,468 -25%
AFAS
1432
Acorn Financial Advisory Services
Virginia
$679K -$117K -663 -13%
PA
1433
Probity Advisors
Texas
$679K +$19.9K +113 +3%
HT
1434
Heritage Trust
Oklahoma
$678K -$91.4K -520 -11%
CAM
1435
Cidel Asset Management
Ontario, Canada
$676K +$146K +831 +24%
HTI
1436
Hikari Tsushin Inc
Japan
$673K +$1.23K +7 +0.2%
SW
1437
SVB Wealth
Massachusetts
$673K -$10.6K -60 -1%
EPA
1438
Element Pointe Advisors
Florida
$672K +$754K +4,287 New
WFA
1439
WJ Financial Advisors
Connecticut
$670K -$2.11K -12 -0.3%
TAFW
1440
Tred Avon Family Wealth
Maryland
$667K -$27.6K -157 -4%
MSK
1441
Melissa S. Kampmann
$664K -$417K -2,374 -36%
CIA
1442
Cape Investment Advisory
Georgia
$657K -$72.4K -412 -9%
IUHSA
1443
Itau Unibanco Holding S.A.
Brazil
$656K +$619K +3,522 +527%
QWP
1444
Quotient Wealth Partners
Texas
$656K -$82.3K -468 -10%
PNFS
1445
PW Nova Financial Services
Pennsylvania
$654K -$4.4K -25 -0.6%
SWA
1446
Stratos Wealth Advisors
Ohio
$654K -$4.94M -28,102 -87%
AFP
1447
Ausdal Financial Partners
Iowa
$653K -$176K -999 -19%
MA
1448
MONECO Advisors
Connecticut
$652K -$2.64K -15 -0.4%
ACMA
1449
Arbor Capital Management (Alaska)
Alaska
$651K -$68.4K -389 -10%
FFO
1450
Fiduciary Family Office
Florida
$651K +$345K +1,962 +90%
56 57
58
59 60