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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1426
Stablepoint Partners
Massachusetts
$2.07M -$3.19K -10 -0.2%
FG
1427
Fiduciary Group
Georgia
$2.05M -$210K -657 -10%
IAS
1428
IMA Advisory Services
Colorado
$2.05M -$16K -50 -0.8%
VF
1429
Vest Financial
Virginia
$2.03M +$282K +883 +17%
JCM
1430
Jacobi Capital Management
Pennsylvania
$2.03M -$31.6K -99 -2%
EWM
1431
Empirical Wealth Management
Washington
$2.03M +$177K +556 +10%
SMH
1432
Sanders Morris Harris
Texas
$2.03M – – –
CPIA
1433
Cornell Pochily Investment Advisors
New York
$2.02M -$16.3K -51 -0.8%
PI
1434
PFG Investments
New York
$2.02M -$188K -589 -9%
DF
1435
Donoghue Forlines
Massachusetts
$2.01M +$500K +1,567 +35%
LCM
1436
Landscape Capital Management
New Jersey
$2.01M +$1.92M +6,019 New
VAM
1437
Valliance Asset Management
Hong Kong
$2.01M +$1.91M +6,000 New
TCM
1438
Teza Capital Management
Illinois
$2M +$1.91M +5,997 New
RAM
1439
Ramirez Asset Management
New York
$2M – – –
TCPG
1440
Trivant Custom Portfolio Group
California
$2M -$32.9K -103 -2%
AFG
1441
Albion Financial Group
Utah
$1.99M -$596K -1,866 -24%
KP
1442
Keel Point
Alabama
$1.99M -$200K -627 -10%
CNBT
1443
Cornerstone National Bank & Trust
Illinois
$1.98M +$6.06K +19 +0.3%
DFA
1444
Delta Financial Advisors
Louisiana
$1.97M +$649K +2,035 +53%
RAM
1445
Redmond Asset Management
Virginia
$1.97M -$87.1K -273 -4%
LA
1446
Legacy Advisors
Pennsylvania
$1.97M +$390K +1,221 +26%
RMAM
1447
Raab & Moskowitz Asset Management
New Jersey
$1.96M +$308K +965 +20%
TPWA
1448
TRUE Private Wealth Advisors
Oregon
$1.96M +$319 +1 +0%
LWP
1449
LMG Wealth Partners
Louisiana
$1.96M +$117K +368 +7%
CI
1450
CX Institutional
Indiana
$1.96M +$70.5K +221 +4%
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