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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1901
Covenant Partners
Tennessee
$603K -$166K -574 -22%
HNB
1902
Hilltop National Bank
Wyoming
$603K +$577K +2,001 New
SL
1903
SFM LLC
New Hampshire
$602K -$55.1K -191 -9%
PCG
1904
Prosperity Consulting Group
Maryland
$602K +$577K +1,999 New
CPWM
1905
Cypress Point Wealth Management
Texas
$601K +$576K +1,996 New
BCM
1906
BluePointe Capital Management
California
$601K -$24.8K -86 -4%
XC
1907
XY Capital
Hong Kong
$600K +$575K +1,993 New
CA
1908
Crewe Advisors
Utah
$600K +$574K +1,991 New
CPW
1909
Catalyst Private Wealth
California
$600K -$45.3K -157 -7%
EL
1910
Essex LLC
Illinois
$599K -$2.88K -10 -0.5%
PCM
1911
Pointe Capital Management
Michigan
$598K +$66.4K +230 +13%
PWS
1912
Peterson Wealth Services
Utah
$597K -$2.6K -9 -0.5%
MIFH
1913
Migdal Insurance & Financial Holdings
Israel
$597K -$2.58M -8,938 -82%
DOA
1914
D'Orazio & Associates
Virginia
$592K -$289 -1 -0.1%
1IA
1915
1834 Investment Advisors
Wisconsin
$592K +$29.1K +101 +5%
GFS
1916
GYL Financial Synergies
Connecticut
$590K -$19.3K -67 -3%
WAG
1917
Winthrop Advisory Group
Massachusetts
$589K +$14.4K +50 +3%
FA
1918
FF Advisors
California
$589K +$43.9K +152 +8%
CIA
1919
Cape Investment Advisory
Georgia
$588K +$2.88K +10 +0.5%
SFG
1920
Synergy Financial Group
California
$588K +$3.75K +13 +0.7%
JIC
1921
Joel Isaacson & Co
New York
$586K +$155K +536 +38%
HIC
1922
Holderness Investments Company
North Carolina
$585K +$181K +626 +48%
ES
1923
Eagle Strategies
New York
$585K -$1.34M -4,640 -70%
WWP
1924
Waypoint Wealth Partners
California
$585K +$20.2K +70 +4%
RZH
1925
Relyea Zuckerberg Hanson
Connecticut
$583K +$3.75K +13 +0.7%
75 76
77
78 79