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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1826
Quent Capital
New York
$838K -$7.49K -28 -0.9%
HIC
1827
Holderness Investments Company
North Carolina
$838K +$43.6K +163 +6%
WIM
1828
Waverton Investment Management
United Kingdom
$838K – – –
MYIA
1829
Mount Yale Investment Advisors
Colorado
$836K -$130K -487 -14%
IIC
1830
Integrated Investment Consultants
Michigan
$833K -$132K -492 -14%
WPW
1831
Watershed Private Wealth
Illinois
$832K -$3.48K -13 -0.4%
WAOI
1832
Wealth Advisors of Iowa
Iowa
$829K – – –
MWM
1833
Modern Wealth Management
Kansas
$829K +$77.3K +289 +11%
RMDI
1834
R.M. Davis Inc
Maine
$828K -$3.74K -14 -0.5%
AWA
1835
AGH Wealth Advisors
Kansas
$828K -$7.22K -27 -0.9%
PCM
1836
Pointe Capital Management
Michigan
$825K +$16.8K +63 +2%
KFA
1837
Krane Funds Advisors
New York
$825K +$43K +161 +6%
CWM
1838
Concentrum Wealth Management
California
$824K -$535 -2 -0.1%
JIC
1839
Joel Isaacson & Co
New York
$821K +$32.9K +123 +4%
IEFM
1840
IQ EQ Fund Management
Ireland
$820K +$294K +1,100 +58%
WSA
1841
Warm Springs Advisors
California
$819K -$19.8K -74 -2%
TC
1842
TradeLink Capital
Illinois
$818K +$802K +3,000 New
CWS
1843
Cypress Wealth Services
California
$810K +$794K +2,969 New
DLHL
1844
Donald L. Hagan LLC
Florida
$809K +$793K +2,968 New
MPWS
1845
McCarter Private Wealth Services
Massachusetts
$809K +$45.4K +170 +6%
ACP
1846
Argyle Capital Partners
California
$808K -$58K -217 -7%
SCP
1847
Sivia Capital Partners
California
$807K +$28.3K +106 +4%
PCP
1848
Proficio Capital Partners
Massachusetts
$806K +$54K +202 +7%
HNB
1849
Hilltop National Bank
Wyoming
$806K +$790K +2,954 New
MSWM
1850
McGlone Suttner Wealth Management
Wisconsin
$804K -$27.5K -103 -3%
72 73
74
75 76