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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GKIM
2401
GW&K Investment Management
Massachusetts
$110K +$5.88K +26 +7%
VIA
2402
Virtus Investment Advisers
Connecticut
$109K – – –
FCG
2403
Financial Connections Group
California
$109K – – –
CWC
2404
Carolinas Wealth Consulting
North Carolina
$107K +$1.81K +8 +2%
WAM
2405
WFA Asset Management
Wisconsin
$105K – – –
ACA
2406
Atlas Capital Advisors
Wyoming
$104K – – –
SIS
2407
Strategic Investment Solutions
Illinois
$103K -$1.02M -4,521 -92%
CPG
2408
Cornerstone Planning Group
New Jersey
$100K -$5.43K -24 -6%
HGERS
2409
Householder Group Estate & Retirement Specialist
Arizona
$99K -$40.3K -178 -32%
CSWM
2410
Cassady Schiller Wealth Management
Ohio
$96K – – –
ACA
2411
American Capital Advisory
Idaho
$94.7K +$81.5K +360 New
RA
2412
Rise Advisors
New York
$94.7K – – –
CHC
2413
City Holding Co
West Virginia
$94.7K – – –
JWA
2414
JFS Wealth Advisors
Pennsylvania
$92.9K +$8.15K +36 +11%
ECM
2415
Estabrook Capital Management
New York
$87.1K – – –
RFG
2416
RFP Financial Group
Georgia
$85.8K -$23.5K -104 -24%
BHWM
2417
Bay Harbor Wealth Management
Maryland
$85.3K +$226 +1 +0.3%
BCM
2418
Bourgeon Capital Management
Connecticut
$84.7K +$66.1K +292 +973%
CC
2419
Centiva Capital
New York
$84.2K -$2.1M -9,292 -97%
PWMG
2420
Prestige Wealth Management Group
New Jersey
$83.2K -$22.6K -100 -24%
CB
2421
Community Bank
New York
$82.6K – – –
OAJ
2422
Ogorek Anthony Joseph
New York
$82K – – –
MLA
2423
MB, Levis & Associates
Pennsylvania
$81.8K – – –
BONH
2424
Bank of New Hampshire
New Hampshire
$81.6K – – –
GA
2425
GoalVest Advisory
New York
$81.6K +$14.5K +64 +26%
95 96
97
98 99