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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1151
Boothbay Fund Management
New York
$1.01M -$2.91M -17,154 -71%
WAP
1152
Wealthcare Advisory Partners
Pennsylvania
$1M +$71.7K +423 +6%
LP
1153
Lloyd Park
Illinois
$1M -$352K -2,078 -23%
CW
1154
CreativeOne Wealth
Kansas
$1M +$102K +601 +9%
VI
1155
Versor Investments
New York
$1M +$417K +2,457 +55%
CFFP
1156
Center for Financial Planning
Michigan
$1M – – –
WMP
1157
Wealth Management Partners
Arizona
$999K – – –
QI
1158
Qtron Investments
Massachusetts
$997K -$16.6K -98 -1%
AB
1159
Atlas Brown
Kentucky
$996K +$47K +277 +4%
SIM
1160
Sentry Investment Management
Wisconsin
$995K +$30.4K +179 +3%
JWBC
1161
J.W. Burns & Co
New York
$994K -$99.5K -587 -8%
BM
1162
Brandywine Managers
Delaware
$994K – – –
AG
1163
AIA Group
Hong Kong
$992K +$1.17M +6,900 New
1IA
1164
1834 Investment Advisors
Wisconsin
$987K -$416K -2,455 -26%
AFM
1165
Abbot Financial Management
Massachusetts
$984K – – –
KMWM
1166
Keudell/Morrison Wealth Management
Oregon
$978K +$4.41K +26 +0.4%
VFPI
1167
Vantage Financial Partners (Illinois)
Illinois
$978K +$76.3K +450 +7%
CT
1168
Columbia Trust
Oregon
$973K +$55.6K +328 +5%
GRP
1169
Global Retirement Partners
California
$969K +$640K +3,777 +173%
PFG
1170
Peterson Financial Group
Iowa
$968K +$1.14M +6,733 New
SJIM
1171
St. Johns Investment Management
Florida
$966K -$34.3K -202 -3%
HT
1172
Heritage Trust
Oklahoma
$965K +$17.8K +105 +2%
IIM
1173
Intact Investment Management
Quebec, Canada
$965K +$136K +800 +14%
CCMG
1174
Clark Capital Management Group
Pennsylvania
$959K -$2.54K -15 -0.2%
IB
1175
Intrust Bank
Kansas
$956K -$202K -1,193 -15%
45 46
47
48 49