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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
1876
Clarity Financial
Texas
$201K -$318K -1,381 -63%
DMBA
1877
Deseret Mutual Benefit Administrators
Utah
$201K +$189K +821 New
SPP
1878
Single Point Partners
Massachusetts
$201K +$189K +822 New
NNP
1879
Nachman Norwood & Parrott
South Carolina
$201K +$190K +823 New
FWM
1880
Focused Wealth Management
New York
$195K -$11.5K -50 -6%
SMFG
1881
Sumitomo Mitsui Financial Group
Japan
$194K -$1.16M -5,051 -87%
SPWG
1882
Sage Private Wealth Group
Illinois
$190K +$1.38K +6 +0.8%
JWM
1883
Janiczek Wealth Management
Colorado
$188K +$27.4K +119 +18%
TFM
1884
TFC Financial Management
Massachusetts
$187K – – –
MAWCM
1885
Mine & Arao Wealth Creation & Management
California
$183K – – –
PWMG
1886
Prestige Wealth Management Group
New Jersey
$182K -$223K -969 -57%
HR
1887
Howe & Rusling
New York
$182K – – –
BFC
1888
Bedel Financial Consulting
Indiana
$168K -$30.2K -131 -16%
SIMG
1889
Stephens Investment Management Group
Texas
$166K – – –
SIAP
1890
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$164K – – –
BWM
1891
Baystate Wealth Management
Massachusetts
$161K – – –
HWM
1892
Holloway Wealth Management
Florida
$156K – – –
CWC
1893
Carolinas Wealth Consulting
North Carolina
$155K +$4.38K +19 +3%
T
1894
TOBAM
France
$153K -$36.9K -160 -20%
VCM
1895
Versant Capital Management
Arizona
$152K +$7.61K +33 +6%
BCM
1896
Blume Capital Management
California
$147K – – –
GWS
1897
Glassman Wealth Services
Virginia
$147K +$7.61K +33 +6%
ACA
1898
Atlas Capital Advisors
Wyoming
$144K +$73.1K +317 +116%
BDWM
1899
Brewin Dolphin Wealth Management
Ireland
$144K – – –
DOA
1900
D'Orazio & Associates
Virginia
$139K – – –
74 75
76
77 78