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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
1451
Mizuho Securities
Japan
$574K -$1.03M -5,826 -72%
EPA
1452
Element Pointe Advisors
Florida
$571K -$328K -1,855 -35%
IGGA
1453
Iron Gate Global Advisors
Utah
$571K +$88K +498 +17%
HPWM
1454
Highland Private Wealth Management
Washington
$570K +$30.9K +175 +5%
BOPW
1455
Brandywine Oak Private Wealth
Pennsylvania
$568K -$187K -1,058 -24%
LAS
1456
LWM Advisory Services
Florida
$568K +$1.59K +9 +0.3%
BS
1457
Boenning & Scattergood
Pennsylvania
$565K -$25.8K -146 -4%
OIM
1458
Oder Investment Management
California
$565K +$33.9K +192 +6%
FMWA
1459
Forvis Mazars Wealth Advisors
Missouri
$565K +$194K +1,099 +47%
RWA
1460
Ropes Wealth Advisors
Massachusetts
$564K +$12.5K +71 +2%
EW
1461
Evoke Wealth
California
$561K -$277K -1,565 -32%
DWM
1462
Drive Wealth Management
Utah
$561K +$44.9K +254 +8%
TFGT
1463
TS Financial Group (TSFG)
Illinois
$559K -$32.5K -184 -5%
BDF
1464
Balasa Dinverno & Foltz
$555K +$200K +1,134 +51%
MG
1465
Mather Group
Illinois
$554K -$256K -1,448 -30%
HH
1466
Hilltop Holdings
Texas
$551K +$6.18K +35 +1%
PTP
1467
Platform Technology Partners
New York
$551K +$14.8K +84 +3%
WMSA
1468
Weiss Multi-Strategy Advisers
New York
$549K -$6.19M -35,052 -91%
5L
1469
55I LLC
Massachusetts
$549K +$588K +3,327 New
DBRC
1470
D.B. Root & Company
Pennsylvania
$548K +$69.6K +394 +13%
ACH
1471
ArrowMark Colorado Holdings
Colorado
$548K +$190K +1,076 +48%
CIC
1472
Carnegie Investment Counsel
Ohio
$546K -$30.7K -174 -5%
LCM
1473
LCM Capital Management
Illinois
$545K +$14K +79 +2%
WG
1474
Winton Group
United Kingdom
$544K -$2.27M -12,874 -80%
CWA
1475
Consilium Wealth Advisory
Texas
$544K -$74.7K -423 -11%
57 58
59
60 61