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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
1101
Vantage Financial Partners (Illinois)
Illinois
$918K +$18.2K +125 +2%
BM
1102
Brandywine Managers
Delaware
$917K – – –
AWM
1103
Axxcess Wealth Management
California
$916K -$3.37M -23,111 -77%
PTC
1104
Private Trust Company
Ohio
$912K -$368K -2,522 -27%
BCA
1105
Bay Colony Advisors
Massachusetts
$911K -$42.3K -290 -4%
GCM
1106
Greenland Capital Management
New York
$909K +$1,000K +6,853 New
AAP
1107
Ardsley Advisory Partners
Connecticut
$908K +$270K +1,850 +37%
JCM
1108
Jacobi Capital Management
Pennsylvania
$907K -$168K -1,154 -14%
MFG
1109
MidWestOne Financial Group
Iowa
$904K -$201K -1,376 -17%
WAP
1110
Wealthcare Advisory Partners
Pennsylvania
$898K -$31.5K -216 -3%
LAM
1111
Lynch Asset Management
Pennsylvania
$895K -$182K -1,250 -16%
NL
1112
NVWM LLC
Pennsylvania
$894K -$505K -3,462 -34%
SSG
1113
Summit Securities Group
New York
$894K -$20M -136,751 -95%
CPC
1114
Congress Park Capital
New York
$889K +$62.5K +428 +7%
AS
1115
AM Squared
Hong Kong
$888K +$978K +6,700 New
DP
1116
Dearborn Partners
Illinois
$888K +$60.6K +415 +7%
SWMG
1117
Signature Wealth Management Group
Georgia
$885K -$567K -3,887 -37%
NF
1118
Nikulski Financial
Iowa
$884K -$89.6K -614 -8%
WMP
1119
Wealth Management Partners
Arizona
$883K – – –
EWM
1120
EPG Wealth Management
Georgia
$881K +$26.7K +183 +3%
CW
1121
CreativeOne Wealth
Kansas
$881K -$47.9K -328 -5%
CCMG
1122
Clark Capital Management Group
Pennsylvania
$881K -$3.21K -22 -0.3%
DA
1123
Doliver Advisors
Texas
$880K -$161K -1,102 -14%
EWA
1124
Exencial Wealth Advisors
Oklahoma
$877K -$3.85M -26,370 -80%
FFM
1125
Forum Financial Management
Illinois
$877K +$250K +1,713 +35%
43 44
45
46 47