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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VIS
1526
Vega Investment Solutions
France
$1.27M +$1.19M +4,798 New
GCM
1527
Geneva Capital Management
Wisconsin
$1.26M -$12.4K -50 -1%
DWM
1528
Drive Wealth Management
Utah
$1.26M -$26.8K -108 -2%
CIA
1529
Cape Investment Advisory
Georgia
$1.26M +$186K +747 +19%
CFG
1530
Chapman Financial Group
Hawaii
$1.26M -$11.7K -47 -1%
AWM
1531
Angeles Wealth Management
California
$1.25M -$42.2K -170 -3%
AGA
1532
Accuvest Global Advisors
Utah
$1.25M +$1.17M +4,715 New
CWP
1533
Curated Wealth Partners
California
$1.25M +$77K +310 +7%
NA
1534
Navellier & Associates
Nevada
$1.25M – – –
BCM
1535
BluePath Capital Management
Georgia
$1.25M +$169K +680 +17%
WI
1536
Westbourne Investments
Virginia
$1.25M +$1.17M +4,700 New
RCAG
1537
Rehmann Capital Advisory Group
Michigan
$1.24M -$20.1K -81 -2%
MA
1538
MONECO Advisors
Connecticut
$1.24M +$46.5K +187 +4%
RB
1539
Renasant Bank
Mississippi
$1.24M -$137K -550 -11%
FC
1540
Fairscale Capital
New Hampshire
$1.24M +$13.4K +54 +1%
LAM
1541
L2 Asset Management
Massachusetts
$1.23M +$74.1K +298 +7%
GWANC
1542
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.23M +$68.3K +275 +6%
GITFIT
1543
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.23M – – –
EB
1544
Emprise Bank
Kansas
$1.23M – – –
RAM
1545
Redmond Asset Management
Virginia
$1.22M -$35K -141 -3%
CC
1546
Centiva Capital
New York
$1.22M +$1.15M +4,611 New
BAM
1547
Bosun Asset Management
Illinois
$1.22M – – –
NPT
1548
National Philanthropic Trust
Pennsylvania
$1.22M +$1.14M +4,595 New
CFD
1549
Creative Financial Designs
Indiana
$1.22M +$72.8K +293 +7%
BWP
1550
BSW Wealth Partners
Colorado
$1.22M +$128K +515 +13%
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