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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
1701
Putney Financial Group
California
$1.04M -$44.1K -165 -4%
GAG
1702
GM Advisory Group
New York
$1.04M +$658K +2,462 +183%
VA
1703
Valmark Advisers
Ohio
$1.04M +$11.8K +44 +1%
CIA
1704
Cape Investment Advisory
Georgia
$1.04M +$29.1K +109 +3%
WI
1705
WrapManager Inc
California
$1.03M -$12.8K -48 -1%
UCB
1706
United Community Bank
South Carolina
$1.03M +$87.2K +326 +9%
FWP
1707
Forefront Wealth Partners
Texas
$1.03M -$38K -142 -4%
FMC
1708
First Merchants Corp
Indiana
$1.03M -$120K -447 -11%
A
1709
AustralianSuper
Australia
$1.02M -$49.1M -183,541 -98%
MTWM
1710
Masso Torrence Wealth Management
New Jersey
$1.02M +$66.6K +249 +7%
BB
1711
Burford Brothers
Texas
$1.02M +$16.3K +61 +2%
TBT
1712
Texas Bank & Trust
Texas
$1.01M +$47.9K +179 +5%
OIM
1713
Oder Investment Management
California
$1.01M – – –
VF
1714
Virtu Financial
New York
$1M -$813K -3,040 -45%
SWM
1715
Seed Wealth Management
Illinois
$1M – – –
TCPW
1716
Twin City Private Wealth
North Carolina
$1M +$267 +1 +0%
GP
1717
Guardian Partners
Canada
$1M +$991K +3,705 New
CWA
1718
Consilium Wealth Advisory
Texas
$1M -$22.5K -84 -2%
IPAM
1719
Investment Partners Asset Management
New Jersey
$1M +$48.9K +183 +5%
EI
1720
Ecofi Investissements
France
$999K +$307K +1,150 +35%
SFA
1721
Souders Financial Advisors
Ohio
$997K -$871K -3,258 -47%
CSPIA
1722
Cary Street Partners Investment Advisory
Virginia
$996K +$296K +1,106 +43%
SC
1723
Sierra Capital
Florida
$994K +$1.87K +7 +0.2%
PG
1724
Prostatis Group
Maryland
$993K -$213K -796 -18%
LAIC
1725
Lederer & Associates Investment Counsel
California
$991K +$971K +3,633 New
67 68
69
70 71