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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1301
Leelyn Smith
Illinois
$1.64M +$21.7K +96 +2%
LTI
1302
Laffer Tengler Investments
Tennessee
$1.63M +$133K +588 +10%
CG
1303
Cynosure Group
Utah
$1.63M +$151K +665 +12%
JPWM
1304
Jamison Private Wealth Management
Georgia
$1.63M +$3.4K +15 +0.2%
PL
1305
Plancorp LLC
Missouri
$1.62M +$41.2K +182 +3%
JGCM
1306
Joseph Group Capital Management
Ohio
$1.61M +$35.5K +157 +3%
SC
1307
Saturna Capital
Washington
$1.61M +$30.8K +136 +2%
EWA
1308
EverSource Wealth Advisors
Alabama
$1.6M +$93.7K +414 +7%
LC
1309
Lindbrook Capital
California
$1.6M +$126K +556 +10%
PMG
1310
ProVise Management Group
Florida
$1.6M -$27.8K -123 -2%
SP
1311
Stablepoint Partners
Massachusetts
$1.59M +$1.37M +6,047 New
CFG
1312
Cooper Financial Group
California
$1.59M +$299K +1,322 +28%
WGCA
1313
Wolf Group Capital Advisors
Virginia
$1.59M +$46.2K +204 +3%
MME
1314
Meag Munich Ergo
Germany
$1.59M +$1.07M +4,722 +361%
CP
1315
Canopy Partners
Ohio
$1.58M +$1.36M +6,008 New
PIMJS
1316
PKO Investment Management Joint-Stock
Poland
$1.58M – – –
NAAA
1317
New Age Alpha Advisors
New York
$1.58M +$1.36M +6,000 New
CI
1318
Conning Inc
Connecticut
$1.58M – – –
FMLI
1319
Fukoku Mutual Life Insurance
Japan
$1.57M -$792K -3,501 -37%
QT
1320
Quantbot Technologies
New York
$1.57M +$1.35M +5,981 New
KAS
1321
KPP Advisory Services
Kentucky
$1.57M +$103K +457 +8%
COCM
1322
Charter Oak Capital Management
New Hampshire
$1.57M – – –
UFF
1323
USA Financial Formulas
Michigan
$1.57M +$1.35M +5,962 +85,171%
NBT
1324
Northwest Bank & Trust
Iowa
$1.57M +$1.35M +5,963 New
EIA
1325
Eastover Investment Advisors
North Carolina
$1.56M +$26K +115 +2%
51 52
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