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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1676
Bedel Financial Consulting
Indiana
$175K -$7K -32 -4%
FWM
1677
Focused Wealth Management
New York
$173K -$2.19K -10 -1%
NIM
1678
NuWave Investment Management
New Jersey
$172K +$83.6K +382 +125%
SIMG
1679
Stephens Investment Management Group
Texas
$171K – – –
SIS
1680
Sound Income Strategies
Florida
$168K +$19.7K +90 +16%
NICM
1681
Neo Ivy Capital Management
New York
$168K +$147K +672 New
IFAM
1682
Institutional & Family Asset Management
Colorado
$165K +$17.5K +80 +14%
CSPIA
1683
Cary Street Partners Investment Advisory
Virginia
$165K +$144K +658 New
BWP
1684
Baldwin Wealth Partners
Massachusetts
$162K – – –
HWM
1685
Holloway Wealth Management
Florida
$161K – – –
RFA
1686
Reilly Financial Advisors
California
$157K -$7.22K -33 -5%
BCM
1687
Blume Capital Management
California
$151K – – –
PFS
1688
Prospera Financial Services
Texas
$147K -$512K -2,341 -80%
VCM
1689
Versant Capital Management
Arizona
$143K – – –
BWM
1690
Baystate Wealth Management
Massachusetts
$140K -$122K -559 -50%
EWM
1691
Endurance Wealth Management
Rhode Island
$139K +$11.4K +52 +10%
SLF
1692
Sun Life Financial
Ontario, Canada
$138K +$4.82K +22 +4%
RFWA
1693
RPg Family Wealth Advisory
Massachusetts
$135K – – –
SC
1694
Solstein Capital
California
$131K – – –
EFSCE
1695
Enterprise Financial Services Corp (EFSC)
Missouri
$130K -$25.2K -115 -18%
GWS
1696
Glassman Wealth Services
Virginia
$130K +$18.4K +84 +19%
WAM
1697
Wolverine Asset Management
Illinois
$128K +$65K +297 +138%
RCG
1698
Rock Creek Group
District of Columbia
$127K -$626K -2,861 -85%
DSC
1699
Duncker Streett & Co
Missouri
$127K – – –
LWM
1700
Liberty Wealth Management
California
$126K -$438 -2 -0.4%
66 67
68
69 70