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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BLC
1476
Brown, Lisle/Cummings
Rhode Island
$1.5M – – –
PWPS
1477
Pinnacle Wealth Planning Services
Ohio
$1.49M +$11K +38 +0.8%
RMAM
1478
Raab & Moskowitz Asset Management
New Jersey
$1.49M +$6.06K +21 +0.4%
CCB
1479
Country Club Bank
Missouri
$1.49M -$30.3K -105 -2%
SIG
1480
Sargent Investment Group
Maryland
$1.49M +$11.8K +41 +0.8%
TF
1481
TLWM Financial
Texas
$1.49M -$542K -1,879 -28%
CWM
1482
Chemistry Wealth Management
New York
$1.48M +$193K +670 +16%
LB
1483
Legacy Bridge
Iowa
$1.48M -$14.7K -51 -1%
I
1484
InceptionR
California
$1.47M +$805K +2,790 +134%
SCP
1485
Stamos Capital Partners
California
$1.46M -$289K -1,000 -17%
GP
1486
Geneva Partners
Wisconsin
$1.46M +$224K +778 +19%
NA
1487
Navellier & Associates
Nevada
$1.46M – – –
HIIFS
1488
Harel Insurance Investments & Financial Services
Israel
$1.46M -$121K -419 -8%
OCM
1489
Orion Capital Management
California
$1.45M +$41.8K +145 +3%
QWP
1490
Quotient Wealth Partners
Texas
$1.44M +$50.2K +174 +4%
DC
1491
Davenport & Co
Virginia
$1.44M +$62.3K +216 +5%
MCM
1492
Mainstay Capital Management
Michigan
$1.44M -$195K -676 -12%
WPWM
1493
Western Pacific Wealth Management
Illinois
$1.44M +$51.4K +178 +4%
EI
1494
Ellevest Inc
New York
$1.43M +$51.9K +180 +4%
HH
1495
Hilltop Holdings
Texas
$1.43M +$102K +355 +8%
DAM
1496
Deltec Asset Management
New York
$1.43M -$736K -2,550 -35%
CNBT
1497
Cornerstone National Bank & Trust
Illinois
$1.42M -$167K -580 -11%
GDP
1498
Great Diamond Partners
Maine
$1.42M +$6.64K +23 +0.5%
WIM
1499
Westside Investment Management
California
$1.42M – – –
AAM
1500
Ascension Asset Management
New York
$1.42M +$1.36M +4,715 New
58 59
60
61 62