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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1751
Continuum Advisory
Idaho
$830K -$60K -208 -6%
VEA
1752
Virtus ETF Advisers
New York
$824K -$45.9K -159 -5%
CG
1753
Cutler Group
California
$823K -$353K -1,222 -31%
SGA
1754
Seaport Global Advisors
Massachusetts
$818K +$203K +704 +35%
OWG
1755
Oxford Wealth Group
Florida
$817K +$783K +2,714 New
AA
1756
Alta Advisers
United Kingdom
$813K – – –
WWM
1757
Wolff Wiese Magana
California
$810K +$5.19K +18 +0.7%
MCC
1758
Malaga Cove Capital
California
$808K – – –
CAM
1759
Carret Asset Management
New York
$805K -$31.7K -110 -4%
KFA
1760
Kapstone Financial Advisors
Ohio
$804K – – –
GTAM
1761
Global Trust Asset Management
Florida
$804K +$222K +770 +41%
AP
1762
Appleton Partners
Massachusetts
$804K -$37.5K -130 -5%
HNW
1763
High Note Wealth
Minnesota
$802K +$249K +864 +48%
NGA
1764
Naples Global Advisors
Florida
$801K – – –
HIF
1765
Hill Island Financial
Michigan
$801K -$25.4K -88 -3%
MA
1766
MONECO Advisors
Connecticut
$801K +$73.6K +255 +11%
WAS
1767
WESPAC Advisors SoCal
California
$800K +$83.7K +290 +12%
JSL
1768
JT Stratford LLC
Georgia
$795K +$270K +936 +55%
DWA
1769
Delap Wealth Advisory
Oregon
$794K +$451K +1,563 +146%
WAAG
1770
Wealth Alliance Advisory Group
Kansas
$794K +$2.31K +8 +0.3%
BCA
1771
Bay Colony Advisors
Massachusetts
$793K -$3.46K -12 -0.5%
HIC
1772
Hartline Investment Corp
Illinois
$793K +$760K +2,634 New
SFA
1773
Semmax Financial Advisors
North Carolina
$790K +$87.7K +304 +12%
ICP
1774
Interchange Capital Partners
Pennsylvania
$785K -$73.6K -255 -9%
MCCA
1775
Mill Creek Capital Advisors
Pennsylvania
$783K +$3.75K +13 +0.5%
69 70
71
72 73