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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
1401
Princeton Global Asset Management
New Jersey
$1.77M +$79.3K +255 +4%
LPAM
1402
Lodestar Private Asset Management
California
$1.77M +$622 +2 +0%
BC
1403
Belmont Capital
California
$1.76M +$488K +1,570 +31%
AIP
1404
Arrowpoint Investment Partners
Singapore
$1.76M +$2.04M +6,545 New
COCM
1405
Charter Oak Capital Management
New Hampshire
$1.76M -$96.1K -309 -5%
WA
1406
WP Advisors
California
$1.75M -$9.64K -31 -0.5%
CBT
1407
Central Bank & Trust
Kentucky
$1.75M +$64.4K +207 +3%
BHC
1408
Bowen Hanes & Co
Florida
$1.75M -$33.5M -107,855 -94%
OF
1409
Optimize Financial
California
$1.75M -$145K -465 -7%
FFL
1410
Future Fund LLC
Illinois
$1.75M +$1.02M +3,295 +102%
GEA
1411
Glen Eagle Advisors
New Jersey
$1.75M +$419K +1,346 +26%
LWA
1412
Lineweaver Wealth Advisors
Ohio
$1.75M -$347K -1,117 -15%
DAM
1413
Deltec Asset Management
New York
$1.74M – – –
MCM
1414
Mainstream Capital Management
California
$1.74M +$27.7K +89 +1%
LFA
1415
Legacy Financial Advisors
Kentucky
$1.73M -$29.2K -94 -1%
GS
1416
GTS Securities
Florida
$1.73M -$309K -994 -13%
PPC
1417
Park Place Capital
Alabama
$1.73M -$44.5K -143 -2%
PMWMG
1418
Parr McKnight Wealth Management Group
Minnesota
$1.73M +$183K +588 +10%
TAM
1419
Tealwood Asset Management
Minnesota
$1.72M -$57.9K -186 -3%
KFS
1420
Kaizen Financial Strategies
California
$1.72M +$22.1K +71 +1%
SJIM
1421
St. Johns Investment Management
Florida
$1.72M +$28K +90 +1%
CP
1422
Canopy Partners
Ohio
$1.71M -$3.11K -10 -0.2%
HDA
1423
Harold Davidson & Associates
California
$1.71M -$19K -61 -0.9%
CFO
1424
Callan Family Office
Pennsylvania
$1.7M -$43.2K -139 -2%
WPA
1425
Wealth Preservation Advisors
Tennessee
$1.7M +$1.97M +6,345 New
55 56
57
58 59