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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
1126
NuWave Investment Management
New Jersey
$253K +$215K +1,369 +456%
AFM
1127
Andesa Financial Management
Pennsylvania
$252K -$244K -1,557 -48%
SVCP
1128
Silicon Valley Capital Partners
California
$252K +$4.7K +30 +2%
VWA
1129
V Wealth Advisors
Kansas
$252K +$38.6K +246 +18%
PA
1130
Parkside Advisors
California
$250K – – –
CPA
1131
Clear Perspective Advisors
Illinois
$250K +$11.3K +72 +5%
EF
1132
Empirical Finance
Pennsylvania
$248K -$4.7K -30 -2%
VC
1133
Voit & Company
Wisconsin
$247K -$12.5K -80 -5%
JCM
1134
Jacobi Capital Management
Pennsylvania
$246K +$12.2K +78 +5%
QT
1135
Quantamental Technologies
New York
$246K +$254K +1,619 New
IA
1136
IFG Advisory
Georgia
$245K +$254K +1,621 New
HWA
1137
Heritage Wealth Advisors
Virginia
$244K – – –
OPFM
1138
Optimus Prime Fund Management
Cayman Islands
$243K – – –
UIA
1139
UBP Investment Advisors
Switzerland
$243K +$31.3K +200 +14%
AIM
1140
Axiom Investment Management
New York
$242K – – –
SIAS
1141
Shine Investment Advisory Services
Colorado
$241K -$16.5K -105 -6%
PFGIA
1142
Patriot Financial Group Insurance Agency
Massachusetts
$241K +$35.3K +225 +17%
CIP
1143
Convergence Investment Partners
Florida
$240K +$4.7K +30 +2%
DCM
1144
Donaldson Capital Management
Indiana
$239K +$10.8K +69 +5%
GCAC
1145
Guardian Capital Advisors (Canada)
Ontario, Canada
$238K – – –
AFNAS
1146
American Financial Network Advisory Services
California
$237K -$117K -746 -32%
CBTWT
1147
Community Bank & Trust (Waco, Texas)
Texas
$237K +$18.3K +117 +8%
CWM
1148
Circle Wealth Management
New Jersey
$237K +$244K +1,560 New
CCMW
1149
Cypress Capital Management (Wyoming)
Wyoming
$235K -$621K -3,960 -72%
CFA
1150
Carroll Financial Associates
North Carolina
$235K +$38.6K +246 +19%
44 45
46
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