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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
1826
Oxford Wealth Group
Florida
$453K -$107K -517 -18%
PWP
1827
Phillips Wealth Planners
Mississippi
$452K +$20.3K +98 +4%
EL
1828
Essex LLC
Illinois
$452K -$285K -1,375 -36%
A
1829
Argentarii
Ohio
$451K +$266K +1,286 +114%
WI
1830
WrapManager Inc
California
$451K -$4.14K -20 -0.8%
CPW
1831
Catalyst Private Wealth
California
$451K -$33.8K -163 -6%
BOJHT
1832
Bank of Jackson Hole Trust
Wyoming
$451K -$9.53K -46 -2%
FBB
1833
Fulton Breakefield Broenniman
Maryland
$450K -$417K -2,013 -45%
GI
1834
GAMCO Investors
Connecticut
$450K -$140K -678 -22%
FWCM
1835
Ferguson Wellman Capital Management
Oregon
$450K -$55.7K -269 -10%
KCP
1836
Kera Capital Partners
California
$450K +$56.6K +273 +13%
ACP
1837
Aviance Capital Partners
Florida
$449K +$88.7K +428 +22%
TVAMP
1838
Tennessee Valley Asset Management Partners
Tennessee
$449K +$48.7K +235 +11%
LCM
1839
Laurion Capital Management
New York
$448K +$497K +2,400 New
HIF
1840
Hill Island Financial
Michigan
$448K -$48.1K -232 -9%
CWM
1841
Cabot Wealth Management
Massachusetts
$448K – – –
VCM
1842
Virtue Capital Management
Tennessee
$447K -$165K -795 -25%
SA
1843
SPWM Advisors
Michigan
$446K -$108K -519 -17%
MAM
1844
MMA Asset Management
Pennsylvania
$446K +$5.8K +28 +1%
ACGA
1845
Atlanta Consulting Group Advisors
Georgia
$445K -$11.8K -57 -2%
I
1846
InceptionR
California
$443K +$52.4K +253 +12%
SWM
1847
Sandro Wealth Management
New Jersey
$443K +$71.5K +345 +17%
MMG
1848
Monetary Management Group
Missouri
$442K -$41.4K -200 -8%
BFW
1849
Brady Family Wealth
Missouri
$442K -$2.46M -11,897 -83%
IIM
1850
Ipswich Investment Management
Massachusetts
$441K -$406K -1,959 -45%
72 73
74
75 76