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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1051
Fairtree Asset Management
South Africa
$2.03M -$570K -2,751 -20%
KWA
1052
Kingswood Wealth Advisors
California
$2.03M -$324K -1,566 -13%
IA
1053
Icon Advisers
Colorado
$2.03M – – –
PMWMG
1054
Parr McKnight Wealth Management Group
Minnesota
$2.02M +$1.69M +8,144 +306%
MM
1055
Morangie Management
Florida
$2.01M +$68.6K +331 +3%
FWM
1056
Finer Wealth Management
Massachusetts
$2M -$546K -2,636 -20%
MCM
1057
Monarch Capital Management
Indiana
$2M +$1.08M +5,213 +95%
DFG
1058
Demars Financial Group
Washington
$1.99M +$1.27M +6,108 +134%
KCM
1059
Kornitzer Capital Management
Kansas
$1.99M -$478K -2,305 -18%
CCP
1060
Clarkston Capital Partners
Michigan
$1.99M +$2.2M +10,640 New
TAM
1061
Trust Asset Management
Texas
$1.99M – – –
MTIC
1062
Missouri Trust & Investment Company
Missouri
$1.98M +$112K +540 +5%
OFS
1063
OMC Financial Services
New York
$1.97M -$12.8K -62 -0.6%
CFCI
1064
Comprehensive Financial Consultants Institutional
Indiana
$1.97M +$249K +1,204 +13%
FB
1065
Fulton Bank
Pennsylvania
$1.96M -$56.4K -272 -3%
TF
1066
Trek Financial
Arizona
$1.95M +$545K +2,629 +34%
ES
1067
Eagle Strategies
New York
$1.95M -$949K -4,581 -30%
RC
1068
Roundview Capital
New Jersey
$1.94M -$159K -766 -7%
JKA
1069
Jones Kertz & Associates
Minnesota
$1.94M +$16.6K +80 +0.8%
FNFDCM
1070
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.92M +$8.29K +40 +0.4%
BSB
1071
Bangor Savings Bank
Maine
$1.91M +$643K +3,105 +43%
SWM
1072
Sculati Wealth Management
Michigan
$1.9M +$81K +391 +4%
SAM
1073
Stansberry Asset Management
Texas
$1.9M -$676K -3,261 -24%
FCB
1074
First County Bank
Connecticut
$1.9M +$1.05M +5,073 +100%
CWMK
1075
Caliber Wealth Management (Kansas)
Kansas
$1.9M +$423K +2,040 +25%
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