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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1451
Focus Partners Advisor Solutions
Missouri
$1.29M +$103K +401 +9%
BWM
1452
Brophy Wealth Management
New Hampshire
$1.29M +$1.21M +4,712 New
V
1453
ViaWealth
Kansas
$1.29M +$149K +582 +14%
CAG
1454
Csenge Advisory Group
Florida
$1.29M +$53.5K +209 +5%
PR
1455
Payden & Rygel
California
$1.29M +$154K +600 +15%
AFO
1456
Arrowroot Family Office
California
$1.28M +$40K +156 +3%
GEA
1457
Glen Eagle Advisors
New Jersey
$1.28M +$266K +1,037 +28%
SIA
1458
Strategic Investment Advisors
Michigan
$1.28M -$39.4K -154 -3%
QPW
1459
Quantum Private Wealth
Florida
$1.28M -$246K -961 -17%
RP
1460
Raelipskie Partnership
Ontario, Canada
$1.28M +$173K +675 +17%
LA
1461
Legacy Advisors
Pennsylvania
$1.28M +$178K +696 +18%
FFO
1462
Fiduciary Family Office
Florida
$1.27M -$98.4K -384 -8%
MA
1463
MONECO Advisors
Connecticut
$1.26M +$120K +469 +11%
QWP
1464
Quotient Wealth Partners
Texas
$1.26M +$22.5K +88 +2%
FNFDCM
1465
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M +$443K +1,729 +60%
PWPS
1466
Pinnacle Wealth Planning Services
Ohio
$1.26M -$71K -277 -6%
GLAM
1467
Gardner Lewis Asset Management
Pennsylvania
$1.25M – – –
BO
1468
Bank OZK
Arkansas
$1.25M -$37.1K -145 -3%
SS
1469
Sunbelt Securities
Texas
$1.25M -$232K -906 -17%
ETC
1470
Exchange Traded Concepts
Oklahoma
$1.25M -$1.64M -6,387 -58%
ESB
1471
Essex Savings Bank
Connecticut
$1.25M +$57.6K +225 +5%
HWM
1472
Hohimer Wealth Management
Washington
$1.24M +$39.4K +154 +4%
OAM
1473
Occidental Asset Management
California
$1.24M -$111K -435 -9%
LGA
1474
Lebenthal Global Advisors
New York
$1.23M +$92.5K +361 +9%
PP
1475
PDS Planning
Ohio
$1.23M +$87.9K +343 +8%
57 58
59
60 61