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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1526
Arete Wealth Advisors
Illinois
$1.73M +$339K +1,063 +25%
CPM
1527
Connective Portfolio Management
New York
$1.73M – – –
OWP
1528
Obermeyer Wealth Partners
Colorado
$1.73M -$127K -398 -7%
PMG
1529
ProVise Management Group
Florida
$1.73M -$99.9K -313 -6%
GEA
1530
Glen Eagle Advisors
New Jersey
$1.72M +$152K +476 +10%
CCP
1531
Cunning Capital Partners
North Carolina
$1.72M – – –
CRWM
1532
Castle Rock Wealth Management
California
$1.72M +$896K +2,807 +114%
BI
1533
Ballast Inc
Kentucky
$1.72M -$74.7K -234 -4%
AAP
1534
Arax Advisory Partners
Colorado
$1.71M +$1.32M +4,149 +426%
GIP
1535
Granite Investment Partners
California
$1.71M +$22.3K +70 +1%
PBT
1536
Pictet Bank & Trust
Bahamas
$1.71M +$76.6K +240 +5%
V
1537
ViaWealth
Kansas
$1.71M +$129K +405 +9%
IIM
1538
Ironwood Investment Management
Massachusetts
$1.71M -$3.19K -10 -0.2%
MSAM
1539
Moloney Securities Asset Management
Missouri
$1.7M -$374K -1,172 -19%
PWP
1540
Pursue Wealth Partners
California
$1.7M +$86.8K +272 +6%
WI
1541
WBI Investments
New Jersey
$1.69M +$572K +1,791 +55%
AWA
1542
Alta Wealth Advisors
Massachusetts
$1.69M +$1.6K +5 +0.1%
CWM
1543
Chemistry Wealth Management
New York
$1.69M +$32.9K +103 +2%
EWA
1544
Etesian Wealth Advisors
Oregon
$1.69M -$77.2K -242 -5%
PCMH
1545
Polymer Capital Management (HK)
Hong Kong
$1.69M +$1.61M +5,050 New
GWSG
1546
GPS Wealth Strategies Group
Colorado
$1.68M -$323K -1,011 -17%
CCG
1547
Cypress Capital Group
Florida
$1.68M -$577K -1,807 -26%
ACM
1548
Ayrshire Capital Management
Connecticut
$1.68M +$18.8K +59 +1%
MLL
1549
Moody Lynn & Lieberson
Massachusetts
$1.67M – – –
BC
1550
Belmont Capital
California
$1.67M -$501K -1,570 -24%
60 61
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63 64