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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1726
Americana Partners
Texas
$1.22M +$135K +422 +13%
PMA
1727
Prudent Man Advisors
Illinois
$1.22M -$75K -235 -6%
APP
1728
Avantax Planning Partners
Iowa
$1.21M +$68.9K +216 +6%
CFMC
1729
Curbstone Financial Management Corp
New Hampshire
$1.21M -$16K -50 -1%
TBT
1730
Texas Bank & Trust
Texas
$1.21M +$1.16M +3,625 New
GPWM
1731
Grant Private Wealth Management
California
$1.21M +$1.16M +3,622 New
MAM
1732
MWA Asset Management
Massachusetts
$1.21M -$64.8K -203 -5%
EPIMS
1733
Evelyn Partners Investment Management Services
$1.21M +$1.15M +3,618 New
IA
1734
IFC Advisors
California
$1.21M +$1.15M +3,617 New
CWM
1735
Connecticut Wealth Management
Connecticut
$1.21M +$525K +1,644 +83%
LIG
1736
Lokken Investment Group
Delaware
$1.2M +$19.1K +60 +2%
WGC
1737
Watts Gwilliam & Co
Arizona
$1.2M -$68K -213 -5%
IIM
1738
Ipswich Investment Management
Massachusetts
$1.2M -$3.83K -12 -0.3%
NIWA
1739
New Insight Wealth Advisors
California
$1.19M -$1.07M -3,346 -49%
MFA
1740
Mayflower Financial Advisors
Massachusetts
$1.18M -$48.2K -151 -4%
MCC
1741
Malaga Cove Capital
California
$1.18M -$1.6K -5 -0.1%
DFC
1742
DB Fitzpatrick & Co
Idaho
$1.18M -$494K -1,548 -30%
SIG
1743
Sky Investment Group
Connecticut
$1.18M -$4.79K -15 -0.4%
MIM
1744
Moseley Investment Management
Florida
$1.18M +$256K +801 +29%
RIL
1745
Rothschild Investment LLC
Illinois
$1.18M -$13M -40,835 -92%
AFP
1746
Ausdal Financial Partners
Iowa
$1.18M +$390K +1,223 +53%
FSBI
1747
Fearless Solutions (Best Invest)
Texas
$1.18M +$1.12M +3,518 New
CC
1748
Callan Capital
California
$1.17M +$236K +738 +27%
LAM
1749
L2 Asset Management
Massachusetts
$1.17M -$76.6K -240 -6%
KIA
1750
Kraematon Investment Advisors
Massachusetts
$1.17M -$37.3K -117 -3%
68 69
70
71 72