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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
1226
Pinnacle Wealth Planning Services
Ohio
$1.15M +$110K +477 +11%
MPPLM
1227
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.14M +$520K +2,257 +93%
MAM
1228
Martingale Asset Management
Massachusetts
$1.14M +$1.07M +4,655 New
SFO
1229
Stokes Family Office
Louisiana
$1.13M +$495K +2,147 +86%
PIA
1230
Perennial Investment Advisors
California
$1.12M +$24.4K +106 +2%
BMM
1231
Buffington Mohr McNeal
Idaho
$1.11M -$6.91K -30 -0.7%
BOPW
1232
Brandywine Oak Private Wealth
Pennsylvania
$1.11M +$397K +1,723 +61%
DWT
1233
Dorsey & Whitney Trust
South Dakota
$1.11M +$77.9K +338 +8%
KOC
1234
Koss-Olinger Consulting
Florida
$1.11M +$128K +554 +14%
AWP
1235
Accretive Wealth Partners
New Jersey
$1.11M +$45.6K +198 +5%
QCG
1236
Quadrant Capital Group
Ohio
$1.11M +$89.9K +390 +9%
XS
1237
XR Securities
Illinois
$1.11M -$1.87M -8,110 -64%
LSAG
1238
Lake Street Advisors Group
New Hampshire
$1.11M +$51.2K +222 +5%
NDSI
1239
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$691 +3 +0.1%
RC
1240
Rinet Company
Massachusetts
$1.1M +$7.14K +31 +0.7%
AWA
1241
Alta Wealth Advisors
Massachusetts
$1.1M – – –
RBFC
1242
Roman Butler Fullerton & Co
Missouri
$1.1M +$57.6K +250 +6%
EHWM
1243
Eads & Heald Wealth Management
Georgia
$1.09M -$21.9K -95 -2%
TFA
1244
Teamwork Financial Advisors
Texas
$1.09M -$322K -1,395 -24%
CCT
1245
Country Club Trust
Missouri
$1.09M +$110K +477 +12%
TF
1246
TLWM Financial
Texas
$1.09M +$295K +1,282 +40%
WWM
1247
Wolff Wiese Magana
California
$1.09M -$28.6K -124 -3%
CPIA
1248
Cornell Pochily Investment Advisors
New York
$1.09M +$51.2K +222 +5%
QT
1249
Quantbot Technologies
New York
$1.08M +$1.02M +4,430 New
ANB
1250
Amarillo National Bank
Texas
$1.08M – – –
48 49
50
51 52