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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CH
2701
CDKV Holdings
Colorado
$96.7K +$90.7K +365 New
TAM
2702
Tucker Asset Management
Colorado
$96.4K -$233K -936 -72%
MAM
2703
Meeder Asset Management
Ohio
$95.9K -$458K -1,843 -84%
KAS
2704
Kemnay Advisory Services
New York
$95.9K +$90K +362 New
PWMG
2705
Private Wealth Management Group
New Jersey
$95.4K -$6.96K -28 -7%
CSC
2706
Caldwell Sutter Capital
California
$95.1K +$4.97K +20 +6%
TM
2707
Torren Management
California
$94.2K +$88.5K +356 New
CWM
2708
Consultiva Wealth Management
Puerto Rico
$93K – – –
FPB
2709
First PREMIER Bank
South Dakota
$92K -$3.73K -15 -4%
RFG
2710
REAP Financial Group
Texas
$91.4K +$26.8K +108 +46%
NEWAS
2711
N.E.W. Advisory Services
Wisconsin
$90.4K -$6.96K -28 -8%
JAM
2712
JCIC Asset Management
Ontario, Canada
$90.1K – – –
SWIM
2713
Smallwood Wealth Investment Management
New Jersey
$89.6K – – –
FDCP
2714
Foster Dykema Cabot & Partners
Massachusetts
$88.4K -$36K -145 -30%
EPAM
2715
Evelyn Partners Asset Management
$88K – – –
ECM
2716
Estabrook Capital Management
New York
$87.7K – – –
FP
2717
Financial Perspectives
Minnesota
$86.7K – – –
LFASL
2718
Lugano Financial Advisors SA (LFA)
Switzerland
$86.4K – – –
RTL
2719
Red Tortoise LLC
Georgia
$85.9K +$3.48K +14 +5%
AAG
2720
Armstrong Advisory Group
Massachusetts
$83.5K – – –
SIC
2721
SJS Investment Consulting
Ohio
$83.2K +$31.3K +126 +67%
MLA
2722
MB, Levis & Associates
Pennsylvania
$82.4K – – –
LWM
2723
Lodestone Wealth Management
Washington
$82.2K +$77K +310 New
HFS
2724
Horizon Financial Services
North Carolina
$81.9K -$2.73K -11 -3%
1CP
2725
1015 Capital Partners
Pennsylvania
$81.3K +$76.3K +307 New
107 108
109
110 111