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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1201
Pinnacle Wealth Planning Services
Ohio
$1.06M +$311K +1,760 +38%
CT
1202
Columbia Trust
Oregon
$1.06M +$10.6K +60 +0.9%
WA
1203
WP Advisors
California
$1.06M +$521K +2,948 +85%
MRCM
1204
M&R Capital Management
New Jersey
$1.06M -$27.6K -156 -2%
SCP
1205
Stamos Capital Partners
California
$1.06M +$426K +2,410 +60%
BA
1206
Birinyi Associates
Connecticut
$1.06M -$221K -1,250 -16%
BWP
1207
BSW Wealth Partners
Colorado
$1.06M +$102K +577 +10%
NP
1208
NorthRock Partners
Minnesota
$1.06M +$449K +2,541 +66%
HVM
1209
Harvest Volatility Management
Connecticut
$1.06M +$91K +515 +9%
JEST
1210
JTC Employer Solutions Trustee
Jersey
$1.05M – – –
CW
1211
CreativeOne Wealth
Kansas
$1.05M -$365K -2,064 -24%
LJAC
1212
L.J. Altfest & Co
New York
$1.05M +$252K +1,427 +29%
PI
1213
Parkside Investments
Illinois
$1.05M – – –
HJMC
1214
Hellman Jordan Management Company
Massachusetts
$1.05M +$280K +1,586 +33%
PWSG
1215
Pacific Wealth Strategies Group
California
$1.05M -$467K -2,642 -29%
VFPI
1216
Vantage Financial Partners (Illinois)
Illinois
$1.05M +$48.6K +275 +5%
IAIM
1217
International Assets Investment Management
Florida
$1.04M -$77.4K -438 -6%
RPC
1218
Rossmore Private Capital
Connecticut
$1.04M -$10.4K -59 -0.9%
BAM
1219
Bosun Asset Management
Illinois
$1.04M -$177 -1 -0%
AFG
1220
Albion Financial Group
Utah
$1.04M -$30K -170 -3%
Q
1221
QVR
California
$1.04M +$1.11M +6,292 New
EAM
1222
EFG Asset Management
Oregon
$1.04M -$412K -2,333 -27%
SS
1223
Simplicity Solutions
Minnesota
$1.03M -$97.4K -551 -8%
PCM
1224
Pennsylvania Capital Management
Pennsylvania
$1.03M -$39K -221 -3%
CAC
1225
Cowen and Company
New York
$1.03M +$1.1M +6,250 New
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