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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DI
1501
Diligent Investors
California
$1.11M -$115K -507 -11%
MFP
1502
Meridian Financial Partners
Virginia
$1.11M +$18.6K +82 +2%
FI
1503
Financial Insights
Washington
$1.11M +$20.8K +92 +2%
FIM
1504
Freedom Investment Management
Connecticut
$1.1M -$155K -687 -14%
PP
1505
PDS Planning
Ohio
$1.1M +$3.4K +15 +0.4%
MIM
1506
Moseley Investment Management
Florida
$1.09M -$80.8K -357 -8%
BC
1507
Bowman & Company
Wisconsin
$1.09M +$67K +296 +8%
RP
1508
Raelipskie Partnership
Ontario, Canada
$1.09M +$938K +4,144 New
FAG
1509
Fortitude Advisory Group
Washington
$1.09M -$27.4K -121 -3%
JE
1510
JMAC Enterprises
Pennsylvania
$1.09M +$18.6K +82 +2%
RBC
1511
Romano Brothers & Co
Illinois
$1.09M -$148K -654 -14%
WA
1512
Waverly Advisors
Alabama
$1.09M +$107K +471 +13%
SRC
1513
Sage Rhino Capital
California
$1.08M +$7.7K +34 +0.8%
PA
1514
PSI Advisors
Florida
$1.08M -$100K -444 -10%
SP
1515
Stonebrook Private
Michigan
$1.08M +$930K +4,109 New
1SB
1516
1ST Source Bank
Indiana
$1.08M -$7.47K -33 -0.8%
IPAM
1517
Investment Partners Asset Management
New Jersey
$1.08M +$927K +4,097 New
SWMG
1518
Signature Wealth Management Group
Georgia
$1.08M +$926K +4,090 New
GP
1519
Geneva Partners
Wisconsin
$1.07M -$33.9K -150 -4%
BL
1520
BFSG LLC
California
$1.07M -$55.7K -246 -6%
MS
1521
Maven Securities
Jersey
$1.07M +$920K +4,064 New
TYCC
1522
Texas Yale Capital Corp
Florida
$1.07M +$27.4K +121 +3%
VBCG
1523
Valley Brook Capital Group
Pennsylvania
$1.07M +$44.1K +195 +5%
SI
1524
Shaker Investments
Ohio
$1.06M +$916K +4,046 New
GFP
1525
Gryphon Financial Partners
Ohio
$1.06M +$220K +970 +32%
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