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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
1551
1834 Investment Advisors
Wisconsin
$122K – – –
FHA
1552
First Horizon Advisors
Tennessee
$121K +$4.38K +26 +4%
BWP
1553
Baldwin Wealth Partners
Massachusetts
$120K +$33.7K +200 +45%
EFSCE
1554
Enterprise Financial Services Corp (EFSC)
Missouri
$118K +$8.76K +52 +9%
JFGIW
1555
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$118K +$22.6K +134 +27%
MPWT
1556
MassMutual Private Wealth & Trust
Connecticut
$115K +$73.3K +435 +246%
BCM
1557
Blume Capital Management
California
$112K – – –
OHS
1558
Odey Holdings (Switzerland)
Switzerland
$108K -$4.21K -25 -4%
IFAM
1559
Institutional & Family Asset Management
Colorado
$108K +$8.43K +50 +10%
SIS
1560
Sound Income Strategies
Florida
$108K +$69.6K +413 +250%
VCM
1561
Versant Capital Management
Arizona
$107K -$337 -2 -0.3%
RFWA
1562
RPg Family Wealth Advisory
Massachusetts
$101K – – –
SLF
1563
Sun Life Financial
Ontario, Canada
$99K +$337 +2 +0.4%
SC
1564
Solstein Capital
California
$97K – – –
DSC
1565
Duncker Streett & Co
Missouri
$95K – – –
EWM
1566
Endurance Wealth Management
Rhode Island
$94K – – –
HRC
1567
Hoertkorn Richard Charles
$94K – – –
LWM
1568
Liberty Wealth Management
California
$94K +$41.6K +247 +96%
SIAP
1569
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$93K +$16.9K +100 +25%
WPA
1570
West Paces Advisors
Georgia
$88.6K – – –
AWM
1571
AllSquare Wealth Management
New York
$88K +$16.9K +100 +27%
RWM
1572
Raffa Wealth Management
District of Columbia
$87.7K +$505 +3 +0.6%
RMC
1573
Resources Management Corp
Connecticut
$87K – – –
ETC
1574
Exchange Traded Concepts
Oklahoma
$86K +$66.1K +392 +594%
GFPC
1575
Global Financial Private Client
Florida
$85.2K -$39.4K -234 -35%
61 62
63
64 65