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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFCP
1676
Twin Focus Capital Partners
Massachusetts
$350K -$28.5K -169 -9%
IGWM
1677
ICA Group Wealth Management
Colorado
$349K -$12.7K -75 -4%
MMPW
1678
Mitchell McLeod Pugh & Williams
Alabama
$349K +$2.53K +15 +0.9%
FCAG
1679
First Capital Advisors Group
New Jersey
$348K -$1.35K -8 -0.5%
ACA
1680
Aptus Capital Advisors
Alabama
$345K -$1.51M -8,920 -84%
BIA
1681
Bigelow Investment Advisors
Maine
$344K +$845 +5 +0.3%
TVAMP
1682
Tennessee Valley Asset Management Partners
Tennessee
$343K +$10.5K +62 +4%
SIA
1683
Soltis Investment Advisors
Utah
$343K -$7.43K -44 -2%
CIP
1684
Convergence Investment Partners
Florida
$343K +$290K +1,717 New
RWP
1685
Revolve Wealth Partners
New Jersey
$342K -$23.1K -137 -7%
PPP
1686
Private Portfolio Partners
New Jersey
$342K -$6.08K -36 -2%
KOC
1687
Koss-Olinger Consulting
Florida
$340K +$287K +1,702 New
NWMG
1688
National Wealth Management Group
Ohio
$339K +$284K +1,681 New
AFP
1689
Ausdal Financial Partners
Iowa
$339K -$78.9K -467 -22%
CWM
1690
Cedar Wealth Management
California
$338K +$36.7K +217 +15%
MA
1691
MONECO Advisors
Connecticut
$336K +$17.2K +102 +6%
PW
1692
Peninsula Wealth
California
$334K -$20.1K -119 -7%
T
1693
TCWP
Ohio
$334K -$148K -879 -34%
AWAP
1694
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$334K -$14.9K -88 -5%
PSP
1695
Pacific Sage Partners
Washington
$334K +$3.72K +22 +1%
JFGIW
1696
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$332K +$199K +1,181 +246%
AF
1697
Apexium Financial
Texas
$331K – – –
NJBEST
1698
New Jersey Better Educational Savings Trust
New Jersey
$331K – – –
MWM
1699
Modera Wealth Management
New Jersey
$330K -$17.7K -105 -6%
WP
1700
WMS Partners
Maryland
$330K -$11.8K -70 -4%
66 67
68
69 70