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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
2601
Global Financial Private Client
Florida
$89.8K – – –
LCM
2602
Logan Capital Management
Pennsylvania
$89.8K – – –
EFMH
2603
E Fund Management (HK)
Hong Kong
$89K +$85.7K +297 New
DAM
2604
Delta Asset Management
Tennessee
$88.8K – – –
BC
2605
Barrett & Company
Rhode Island
$85.8K +$50.5K +175 +159%
NCM
2606
Northwest Capital Management
Oregon
$85.2K – – –
BBPWM
2607
Blue Bell Private Wealth Management
Pennsylvania
$85.2K +$1.15K +4 +1%
CPG
2608
Cornerstone Planning Group
New Jersey
$84.6K -$20.5K -71 -19%
DF
2609
Dunhill Financial
United Kingdom
$80.2K +$3.46K +12 +5%
JAM
2610
JCIC Asset Management
Ontario, Canada
$79.5K +$11.5K +40 +18%
TVWM
2611
Tower View Wealth Management
Wisconsin
$78.3K – – –
QL
2612
Quarry LP
New York
$78.3K +$19.3K +67 +35%
EWP
2613
Elevation Wealth Partners
California
$78K -$3.17K -11 -4%
CAM
2614
Creekmur Asset Management
Illinois
$76.8K +$34.9K +121 +90%
LF
2615
LifeSteps Financial
California
$76.2K +$73K +253 New
CTWM
2616
Cherry Tree Wealth Management
Minnesota
$75.6K – – –
HFS
2617
Horizon Financial Services
North Carolina
$74.1K +$71K +246 New
AAG
2618
Armstrong Advisory Group
Massachusetts
$73.9K – – –
TAM
2619
Tucker Asset Management
Colorado
$72.6K +$17K +59 +32%
HFM
2620
Hartford Financial Management
Connecticut
$70.8K -$6.92K -24 -9%
IFAM
2621
Institutional & Family Asset Management
Colorado
$69.6K -$4.91K -17 -7%
OA
2622
Operose Advisors
Wisconsin
$69.6K – – –
TIM
2623
Tortoise Investment Management
New York
$69.6K +$10.4K +36 +18%
PCFFS
2624
Pacific Center for Financial Services
California
$69.3K +$13.3K +46 +25%
OP
2625
ORG Partners
Indiana
$68.6K -$1.84M -6,377 -97%
103 104
105
106 107