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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1776
Pine Haven Investment Counsel
Massachusetts
$736K +$45.4K +180 +6%
QC
1777
Quent Capital
New York
$736K +$7.57K +30 +1%
CAG
1778
Csenge Advisory Group
Florida
$735K -$158K -628 -17%
RPGK
1779
Retirement Planning Group (Kansas)
Kansas
$732K +$779K +3,087 New
CCP
1780
Carmel Capital Partners
California
$729K -$640K -2,536 -45%
RS
1781
Rakuten Securities
Japan
$729K +$288K +1,142 +59%
WIM
1782
Waverton Investment Management
United Kingdom
$728K – – –
APW
1783
Austin Private Wealth
Texas
$728K +$128K +508 +20%
WGC
1784
Watts Gwilliam & Co
Arizona
$726K – – –
CWM
1785
Calamos Wealth Management
Illinois
$725K +$122K +483 +19%
NIWA
1786
New Insight Wealth Advisors
California
$725K -$138K -549 -15%
IHL
1787
Investment House LLC
California
$723K -$10.2M -40,463 -93%
PCP
1788
Perbak Capital Partners
United Kingdom
$718K +$505K +2,002 +195%
WSA
1789
Warm Springs Advisors
California
$712K – – –
PWM
1790
Prentice Wealth Management
New York
$711K +$76.2K +302 +11%
RIG
1791
RiverFront Investment Group
Virginia
$711K +$331K +1,311 +78%
JF
1792
Jump Financial
Illinois
$710K -$38.8M -153,874 -98%
CWM
1793
Concentrum Wealth Management
California
$709K -$7.82K -31 -1%
WFA
1794
WJ Financial Advisors
Connecticut
$708K +$753K +2,986 New
FMLI
1795
Fukoku Mutual Life Insurance
Japan
$706K -$963K -3,819 -56%
FWA
1796
Flagship Wealth Advisors
Massachusetts
$704K +$1.05M +4,179 +52,238%
CCFM
1797
Clear Creek Financial Management
Washington
$704K +$373K +1,477 +99%
FCBT
1798
First Citizens Bank & Trust
North Carolina
$702K -$89.3K -354 -11%
CWS
1799
Cypress Wealth Services
California
$699K -$4.54K -18 -0.6%
FWP
1800
Forefront Wealth Partners
Texas
$699K -$32.3K -128 -4%
70 71
72
73 74