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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1726
Revolve Wealth Partners
New Jersey
$378K +$15.7K +77 +5%
PCP
1727
Proficio Capital Partners
Massachusetts
$377K -$121K -594 -25%
IAIM
1728
Industrial Alliance Investment Management
Quebec, Canada
$376K -$1.22M -5,990 -77%
WAM
1729
WNY Asset Management
New York
$375K -$11.2K -55 -3%
PP
1730
Patron Partners
Texas
$374K +$3.06K +15 +0.9%
BHPW
1731
Beverly Hills Private Wealth
California
$374K +$356K +1,743 New
FFL
1732
Future Fund LLC
Illinois
$374K +$26.1K +128 +8%
DCM
1733
Deuterium Capital Management
Florida
$373K +$361K +1,767 New
PSP
1734
Pacific Sage Partners
Washington
$373K +$19.4K +95 +6%
UAS
1735
United Asset Strategies
New York
$373K +$360K +1,765 New
RZH
1736
Relyea Zuckerberg Hanson
Connecticut
$372K +$34.5K +169 +11%
DWA
1737
Dougherty Wealth Advisers
Minnesota
$372K – – –
TVAMP
1738
Tennessee Valley Asset Management Partners
Tennessee
$371K +$7.76K +38 +2%
WCM
1739
Wedge Capital Management
North Carolina
$371K +$358K +1,754 New
AWM
1740
Accel Wealth Management
Iowa
$369K -$3.27K -16 -0.9%
SCG
1741
Sonata Capital Group
Washington
$368K -$151K -738 -30%
AWM
1742
Accurate Wealth Management
Florida
$368K +$64.1K +314 +24%
FCAG
1743
First Capital Advisors Group
New Jersey
$366K -$2.04K -10 -0.6%
LWA
1744
Lineweaver Wealth Advisors
Ohio
$365K -$20.6K -101 -6%
MYIA
1745
Mount Yale Investment Advisors
Colorado
$364K +$352K +1,722 New
PPP
1746
Private Portfolio Partners
New Jersey
$362K +$612 +3 +0.2%
HFM
1747
Harvest Fund Management
China
$362K -$468K -2,295 -57%
CWM
1748
Cedar Wealth Management
California
$362K +$4.29K +21 +1%
JCIA
1749
Jackson Creek Investment Advisors
Colorado
$361K -$92.7K -454 -21%
JWM
1750
Jeppson Wealth Management
California
$360K -$38.2K -187 -10%
68 69
70
71 72