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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1676
Interchange Capital Partners
Pennsylvania
$746K -$67.7K -299 -10%
KFA
1677
Kapstone Financial Advisors
Ohio
$745K -$16.7K -74 -3%
MC
1678
Mathes Company
New York
$743K +$16.5K +73 +3%
AP
1679
Appleton Partners
Massachusetts
$737K -$17.4K -77 -3%
CAM
1680
Carret Asset Management
New York
$733K +$1.13K +5 +0.2%
BWA
1681
Blodgett Wealth Advisors
California
$732K – – –
NMG
1682
New Millennium Group
Utah
$729K +$627K +2,769 New
PCMH
1683
Polymer Capital Management (HK)
Hong Kong
$724K +$622K +2,750 New
HIF
1684
Hill Island Financial
Michigan
$723K – – –
RVPG
1685
Relative Value Partners Group
$722K +$5.66K +25 +0.9%
JFGIW
1686
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$134K +592 +28%
HTC
1687
Haverford Trust Company
Pennsylvania
$720K +$33.9K +150 +6%
SFA
1688
Semmax Financial Advisors
North Carolina
$715K +$43.5K +192 +8%
ACI
1689
Alpha Cubed Investments
California
$711K -$104K -458 -14%
AA
1690
Alta Advisers
United Kingdom
$710K – – –
TFGT
1691
TS Financial Group (TSFG)
Illinois
$707K -$20.6K -91 -3%
MCC
1692
Malaga Cove Capital
California
$706K -$1.36K -6 -0.2%
CW
1693
CreativeOne Wealth
Kansas
$705K +$37.6K +166 +7%
WWM
1694
Wolff Wiese Magana
California
$703K -$444K -1,964 -42%
XT
1695
XTX Topco
Cayman Islands
$702K -$76.3K -337 -11%
MW
1696
Marcum Wealth
Ohio
$700K -$34.9K -154 -5%
6F
1697
626 Financial
Michigan
$699K -$353K -1,561 -37%
NGA
1698
Naples Global Advisors
Florida
$699K +$22.4K +99 +4%
DWM
1699
Drive Wealth Management
Utah
$698K +$3.85K +17 +0.6%
BCA
1700
Bay Colony Advisors
Massachusetts
$696K -$58.6K -259 -9%
66 67
68
69 70