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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WR
1751
WD Rutherford
Oregon
$365K -$1.05M -5,953 -72%
IP
1752
Indivisible Partners
Florida
$365K +$120K +683 +41%
EWM
1753
Evermay Wealth Management
Virginia
$365K -$141K -801 -26%
NAMNJ
1754
NorthStar Asset Management (New Jersey)
New Jersey
$363K -$124K -708 -23%
KIM
1755
Kestra Investment Management
Texas
$363K -$146K -828 -26%
OWG
1756
Oxford Wealth Group
Florida
$363K -$20.2K -115 -5%
B
1757
Bensler
Washington
$362K – – –
HI
1758
Hudock Inc
Pennsylvania
$360K -$48.5K -276 -11%
BB
1759
Bell Bank
North Dakota
$360K -$389K -2,210 -49%
IA
1760
IFG Advisors
Missouri
$359K – – –
FFM
1761
Forum Financial Management
Illinois
$359K -$43.4K -247 -10%
IWA
1762
IVC Wealth Advisors
Pennsylvania
$358K -$40.8K -232 -9%
SP
1763
Symmetry Partners
Connecticut
$358K +$401K +2,283 New
SG
1764
Sienna Gestion
France
$357K -$7.84M -44,561 -95%
IA
1765
Integrity Alliance
Iowa
$356K -$107K -606 -21%
RFP
1766
Root Financial Partners
California
$355K -$224K -1,273 -36%
FWCM
1767
Ferguson Wellman Capital Management
Oregon
$355K -$25K -142 -6%
SIA
1768
Spectrum Investment Advisors
Wisconsin
$355K +$399K +2,267 New
VGDSS
1769
VUB Generali dochodkova spravcovska spolocnost
$354K – – –
CWM
1770
Chesapeake Wealth Management
Virginia
$354K +$93.9K +534 +31%
RFN
1771
Redwood Financial Network
Ohio
$354K -$52.6K -299 -12%
CWM
1772
Cabot Wealth Management
Massachusetts
$353K -$25.1K -143 -6%
SMFG
1773
Sumitomo Mitsui Financial Group
Japan
$353K +$309K +1,755 +351%
RWP
1774
Revolve Wealth Partners
New Jersey
$353K +$119K +676 +43%
SWM
1775
Sandro Wealth Management
New Jersey
$353K -$20.9K -119 -5%
69 70
71
72 73