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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1551
LMR Partners
United Kingdom
$1.05M +$983K +3,839 New
MAM
1552
MWA Asset Management
Massachusetts
$1.05M -$129K -504 -12%
CIA
1553
Cape Investment Advisory
Georgia
$1.05M +$230K +896 +31%
SMA
1554
Sage Mountain Advisors
Georgia
$1.04M +$89.4K +349 +10%
MBT
1555
Montecito Bank & Trust
California
$1.04M +$512K +1,998 +111%
SIC
1556
Sterling Investment Counsel
New York
$1.03M +$13.6K +53 +1%
OIM
1557
Oder Investment Management
California
$1.03M +$14.3K +56 +2%
WI
1558
WrapManager Inc
California
$1.03M -$950K -3,707 -50%
DW30
1559
Drucker Wealth 3.0
New Jersey
$1.03M +$285K +1,114 +42%
LAM
1560
L2 Asset Management
Massachusetts
$1.03M +$32.3K +126 +3%
AWM
1561
Angeles Wealth Management
California
$1.02M +$86.1K +336 +10%
CWP
1562
Capital Wealth Planning
Florida
$1.02M -$1.8M -7,017 -65%
OPTFSNA
1563
Old Point Trust & Financial Services N A
Virginia
$1.02M +$30.7K +120 +3%
APC
1564
Aspire Private Capital
North Carolina
$1.01M +$19.5K +76 +2%
LOIM
1565
Liberty One Investment Management
Illinois
$1.01M -$24.3K -95 -3%
CWA
1566
Consilium Wealth Advisory
Texas
$1.01M +$188K +733 +25%
MFA
1567
Mayflower Financial Advisors
Massachusetts
$1.01M +$4.87K +19 +0.5%
SWM
1568
Seed Wealth Management
Illinois
$1.01M +$8.96K +35 +1%
BWP
1569
BSW Wealth Partners
Colorado
$1.01M +$131K +511 +16%
PWM
1570
Palumbo Wealth Management
New York
$1.01M +$19.2K +75 +2%
BWM
1571
Baron Wealth Management
Michigan
$1.01M +$111K +434 +13%
CFMC
1572
Curbstone Financial Management Corp
New Hampshire
$1.01M +$2.56K +10 +0.3%
IAIM
1573
International Assets Investment Management
Florida
$1M -$142K -556 -13%
FFS
1574
Founders Financial Securities
Maryland
$999K +$36.9K +144 +4%
PIA
1575
Perennial Investment Advisors
California
$998K -$29.2K -114 -3%
61 62
63
64 65