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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1551
Cutler Group
California
$460K -$12.9K -56 -3%
FSA
1552
Fort Sheridan Advisors
Illinois
$460K +$17.3K +75 +4%
MAM
1553
Magellan Asset Management
Australia
$459K +$10.4K +45 +2%
FFG
1554
Frisch Financial Group
New York
$453K +$33.4K +145 +8%
XF
1555
XML Financial
Maryland
$452K -$81.8K -355 -16%
RPWA
1556
Regent Peak Wealth Advisors
Georgia
$452K +$3.69K +16 +0.9%
CG
1557
Corundum Group
Colorado
$451K +$426K +1,848 New
MP
1558
McDonald Partners
Ohio
$448K +$29.7K +129 +8%
PB
1559
Pinnacle Bancorp
Nebraska
$447K -$36.2K -157 -8%
TCM
1560
Tradewinds Capital Management
Washington
$444K -$13.8K -60 -3%
TC
1561
Truvestments Capital
Florida
$443K -$46.1K -200 -10%
CCP
1562
Cardan Capital Partners
Colorado
$443K -$23K -100 -5%
GWM
1563
GSB Wealth Management
Connecticut
$442K – – –
ACM
1564
Advisors Capital Management
New Jersey
$441K +$32K +139 +8%
PL
1565
Parthenon LLC
Kentucky
$440K -$46.1K -200 -10%
CAM
1566
Cubic Asset Management
Massachusetts
$440K -$23K -100 -5%
RB
1567
Renasant Bank
Mississippi
$438K -$263K -1,142 -39%
MFG
1568
Magnus Financial Group
New York
$437K -$15.9K -69 -4%
SICM
1569
Sustainable Insight Capital Management
New York
$437K – – –
QI
1570
Qtron Investments
Massachusetts
$436K -$230K -997 -36%
PFGIA
1571
Patriot Financial Group Insurance Agency
Massachusetts
$436K +$248K +1,074 +151%
ISWM
1572
Independent Solutions Wealth Management
New York
$434K +$158K +686 +63%
CMI
1573
Clare Market Investments
Texas
$434K +$24.2K +105 +6%
DWA
1574
Dougherty Wealth Advisers
Minnesota
$430K – – –
FA
1575
Financial Avengers
California
$430K – – –
61 62
63
64 65