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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RI
1426
Redwood Investments
Massachusetts
$677K – – –
CIC
1427
Carnegie Investment Counsel
Ohio
$674K -$154K -669 -20%
PCP
1428
Proficio Capital Partners
Massachusetts
$669K +$34.3K +149 +6%
AF
1429
Allworth Financial
California
$664K +$3.23K +14 +0.5%
9WM
1430
9258 Wealth Management
Ohio
$662K -$50.9K -221 -8%
PP
1431
Patron Partners
Texas
$662K +$38K +165 +6%
CCM
1432
Conway Capital Management
California
$662K +$12.7K +55 +2%
WPW
1433
Warther Private Wealth
Ohio
$660K +$621K +2,695 New
ABC
1434
Associated Banc-Corp
Wisconsin
$657K -$245K -1,062 -28%
DA
1435
DSC Advisors
Illinois
$654K -$377K -1,637 -38%
SB
1436
Sunflower Bank
Texas
$653K +$13.1K +57 +2%
TFO
1437
Tarbox Family Office
California
$649K +$9.45K +41 +2%
SWA
1438
SOA Wealth Advisors
New York
$642K -$188K -815 -24%
PNC
1439
Park National Corp
Ohio
$642K -$162K -704 -21%
QT
1440
Quantamental Technologies
New York
$642K +$606K +2,629 New
FNT
1441
First Nebraska Trust
Nebraska
$642K +$46.1K +200 +8%
SIA
1442
SkyView Investment Advisors
New Jersey
$641K – – –
SCI
1443
S&CO Inc
Massachusetts
$639K -$202K -877 -25%
SF
1444
Symphony Financial
Texas
$638K -$288K -1,249 -32%
CA
1445
Calton & Associates
Florida
$638K +$26K +113 +5%
GI
1446
Gradient Investments
Minnesota
$637K -$3.46K -15 -0.6%
OPWM
1447
Oxinas Partners Wealth Management
Indiana
$637K +$57.6K +250 +11%
MW
1448
Marcum Wealth
Ohio
$634K +$230 +1 +0%
CA
1449
Crumly & Associates
Illinois
$630K +$4.38K +19 +0.7%
IGGA
1450
Iron Gate Global Advisors
Utah
$628K +$286K +1,241 +93%
56 57
58
59 60