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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
1301
GraniteShares Advisors
New York
$872K -$226K -1,287 -19%
LFG
1302
Larson Financial Group
Missouri
$866K -$366K -2,082 -27%
CFG
1303
Chapman Financial Group
Hawaii
$862K +$133K +757 +16%
JRPIM
1304
Journey Retirement Planning & Investment Management
Idaho
$862K +$54.7K +311 +6%
NG
1305
Northstar Group
New York
$860K -$162K -922 -14%
C
1306
Certuity
Florida
$857K -$162K -920 -14%
UWS
1307
Unique Wealth Strategies
Illinois
$856K -$186K -1,060 -16%
SCA
1308
St. Clair Advisors
Ohio
$855K – – –
PPC
1309
Park Place Capital
Alabama
$855K +$4.4K +25 +0.5%
TFGT
1310
TS Financial Group (TSFG)
Illinois
$850K -$61.4K -349 -6%
BHIA
1311
Birch Hill Investment Advisors
Massachusetts
$842K -$197K -1,120 -17%
SPF
1312
South Plains Financial
Texas
$837K +$86.9K +494 +10%
OAM
1313
Ostrum Asset Management
France
$836K -$314K -1,786 -25%
CWM
1314
Calamos Wealth Management
Illinois
$835K -$34.8K -198 -4%
UAS
1315
United Asset Strategies
New York
$834K -$46.6K -265 -5%
PCM
1316
Polymer Capital Management
New York
$830K +$931K +5,296 New
JIC
1317
Joel Isaacson & Co
New York
$829K -$41.5K -236 -4%
I
1318
INVST
Indiana
$828K -$303K -1,725 -25%
SF
1319
Symphony Financial
Texas
$828K +$95K +540 +11%
1SB
1320
1ST Source Bank
Indiana
$827K +$235K +1,335 +34%
ZIM
1321
Zacks Investment Management
Illinois
$826K -$14.4M -81,943 -94%
OHWP
1322
Oak Harbor Wealth Partners
North Carolina
$825K -$96.4K -548 -9%
PTC
1323
Private Trust Company
Ohio
$824K -$124K -703 -12%
SACTSONJ
1324
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$822K -$211K -1,199 -19%
CFP
1325
Catalyst Financial Partners
Massachusetts
$822K -$503K -2,862 -35%
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