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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
976
Centaurus Financial
California
$635K +$369K +2,428 +131%
SRC
977
Sage Rhino Capital
California
$630K +$16.4K +108 +3%
FIM
978
Freedom Investment Management
Connecticut
$630K +$65.3K +430 +11%
MC
979
Machina Capital
France
$629K -$821K -5,405 -56%
LC
980
Lindbrook Capital
California
$629K +$422K +2,780 +190%
APP
981
Avantax Planning Partners
Iowa
$625K +$90.6K +596 +16%
SWRP
982
Summit Wealth & Retirement Planning
California
$622K +$636K +4,187 New
SBIA
983
Sheaff Brock Investment Advisors
Indiana
$615K +$64.7K +426 +11%
MWM
984
Mission Wealth Management
California
$613K -$10.5K -69 -2%
I
985
INVST
Indiana
$599K -$1.67K -11 -0.3%
CPIA
986
Cornell Pochily Investment Advisors
New York
$599K +$10.6K +70 +2%
CCG
987
Ceeto Capital Group
Florida
$594K – – –
GFP
988
Gryphon Financial Partners
Ohio
$593K +$608 +4 +0.1%
IP
989
Intellectus Partners
California
$589K +$304 +2 +0.1%
SIG
990
Sky Investment Group
Connecticut
$588K +$1.98K +13 +0.3%
TFS
991
Thoroughbred Financial Services
Tennessee
$586K +$139K +915 +30%
PT
992
Plimoth Trust
Massachusetts
$584K +$131K +860 +28%
HI
993
Horizon Investments
North Carolina
$584K +$148K +977 +33%
NDSI
994
Newman Dignan & Sheerar Inc
Rhode Island
$583K -$5.32K -35 -0.9%
ACM
995
ADI Capital Management
New York
$582K -$836K -5,500 -58%
WWM
996
Western Wealth Management
Colorado
$582K -$76.1K -501 -11%
ALAM
997
Asahi Life Asset Management
Japan
$577K -$89.7K -590 -13%
CIA
998
CSat Investment Advisory
Michigan
$572K +$72.2K +475 +14%
GIA
999
Gladstone Institutional Advisory
Florida
$570K -$17.2K -113 -3%
TI
1000
Tidal Investments
Wisconsin
$570K +$583K +3,839 New
38 39
40
41 42