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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ANBT
1801
American National Bank & Trust
Texas
$169K – – –
HCP
1802
Hexagon Capital Partners
Arkansas
$169K +$69.5K +312 +64%
TCWM
1803
Total Clarity Wealth Management
Illinois
$168K +$177K +795 New
T
1804
TOBAM
France
$167K +$47.6K +214 +37%
SPWG
1805
Sage Private Wealth Group
Illinois
$164K +$16.9K +76 +11%
TFM
1806
TFC Financial Management
Massachusetts
$162K – – –
MAWCM
1807
Mine & Arao Wealth Creation & Management
California
$159K – – –
HR
1808
Howe & Rusling
New York
$158K – – –
PFGIA
1809
Patriot Financial Group Insurance Agency
Massachusetts
$150K -$189K -849 -54%
SIMG
1810
Stephens Investment Management Group
Texas
$144K – – –
SIAP
1811
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K +$26.7K +120 +22%
BWM
1812
Baystate Wealth Management
Massachusetts
$140K +$18K +81 +14%
JWM
1813
Janiczek Wealth Management
Colorado
$138K +$49K +220 +51%
HWM
1814
Holloway Wealth Management
Florida
$135K – – –
HI
1815
Hudock Inc
Pennsylvania
$134K -$13.8K -62 -9%
CWC
1816
Carolinas Wealth Consulting
North Carolina
$130K -$19.8K -89 -13%
BCM
1817
Blume Capital Management
California
$127K – – –
BDWM
1818
Brewin Dolphin Wealth Management
Ireland
$125K +$11.1K +50 +9%
VCM
1819
Versant Capital Management
Arizona
$125K +$4.45K +20 +4%
SC
1820
Solstein Capital
California
$121K +$127K +571 New
GWS
1821
Glassman Wealth Services
Virginia
$120K -$56.1K -252 -31%
DOA
1822
D'Orazio & Associates
Virginia
$120K +$126K +568 New
SLF
1823
Sun Life Financial
Ontario, Canada
$117K +$2.67K +12 +2%
JFGIW
1824
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K -$100K -449 -45%
LWM
1825
Liberty Wealth Management
California
$116K – – –
71 72
73
74 75