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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DBRC
1551
D.B. Root & Company
Pennsylvania
$743K -$843 -3 -0.1%
WTA
1552
Washington Trust Advisors
Massachusetts
$741K +$819K +2,916 New
B
1553
Bellecapital
Switzerland
$739K -$23.9K -85 -3%
RIA
1554
Realta Investment Advisors
Delaware
$738K -$170K -606 -17%
MCC
1555
Money Concepts Capital
Florida
$735K +$812K +2,891 New
GG
1556
Golden Green
South Carolina
$734K -$160K -569 -16%
FC
1557
Fulcrum Capital
Washington
$733K +$18.5K +66 +2%
RB
1558
Renasant Bank
Mississippi
$727K +$303K +1,077 +60%
WWM
1559
Windsor Wealth Management
Indiana
$721K +$135K +480 +20%
SCA
1560
Stonebridge Capital Advisors
Minnesota
$720K +$108K +385 +16%
TA
1561
TFG Advisers
Michigan
$719K +$99.2K +353 +14%
ES
1562
Eagle Strategies
New York
$717K +$793K +2,822 New
PMA
1563
Prudent Man Advisors
Illinois
$715K -$15.5K -55 -2%
FAM
1564
Fulcrum Asset Management
United Kingdom
$714K – – –
CF
1565
Copperwynd Financial
Arizona
$714K +$55.6K +198 +8%
CFD
1566
Creative Financial Designs
Indiana
$713K -$240K -854 -23%
UMC
1567
United Maritime Capital
New York
$713K -$14K -50 -2%
CP
1568
Camelot Portfolios
Ohio
$707K -$287K -1,022 -27%
RI
1569
Redwood Investments
Massachusetts
$701K -$3.65K -13 -0.5%
UC
1570
Unio Capital
New Jersey
$698K +$489K +1,740 +6%
PP
1571
Patron Partners
Texas
$696K +$8.43K +30 +1%
PGWM
1572
Pitti Group Wealth Management
New York
$694K +$767K +2,731 New
DU
1573
Delphia (USA)
Ontario, Canada
$689K +$761K +2,710 New
CAG
1574
Csenge Advisory Group
Florida
$686K -$46.9K -167 -6%
SCG
1575
Sonata Capital Group
Washington
$685K +$77.3K +275 +11%
61 62
63
64 65