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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1601
Newman Dignan & Sheerar Inc
Rhode Island
$1.11M +$2.73K +11 +0.3%
DA
1602
Doliver Advisors
Texas
$1.1M -$10.2K -41 -1%
MP
1603
Mangrove Partners
Connecticut
$1.1M +$1.03M +4,158 New
QWM
1604
Quadcap Wealth Management
Texas
$1.1M -$44K -177 -4%
HSA
1605
HBK Sorce Advisory
Pennsylvania
$1.1M +$206K +828 +17%
PWP
1606
Pursue Wealth Partners
California
$1.1M -$532K -2,139 -34%
ECA
1607
Elevated Capital Advisors
Utah
$1.1M +$218K +877 +27%
PA
1608
Probity Advisors
Texas
$1.09M +$59.9K +241 +6%
QWP
1609
Quotient Wealth Partners
Texas
$1.09M -$162K -651 -14%
SFA
1610
Souders Financial Advisors
Ohio
$1.09M +$64.6K +260 +7%
KCFA
1611
Key Client Fiduciary Advisors
New Jersey
$1.09M +$14.2K +57 +1%
BF
1612
Brucke Financial
Indiana
$1.09M -$122K -492 -11%
UIM
1613
Unified Investment Management
Georgia
$1.09M +$69.8K +281 +7%
PL
1614
Perpetual Ltd
Australia
$1.09M -$38.7M -155,902 -97%
MFP
1615
Meridian Financial Partners
Virginia
$1.09M +$10.4K +42 +0.9%
CB
1616
Cadence Bank
Mississippi
$1.09M -$78.8K -317 -7%
FAM
1617
Formidable Asset Management
Ohio
$1.08M +$151K +607 +15%
BIM
1618
Bridges Investment Management
Nebraska
$1.08M +$40.3K +162 +4%
SGAM
1619
Smith Group Asset Management
Texas
$1.08M +$557K +2,241 +122%
NF
1620
Nvest Financial
New Hampshire
$1.08M +$242K +972 +31%
FNA
1621
First National Advisers
Nebraska
$1.07M +$1.01M +4,049 New
AI
1622
Arvest Investments
Arkansas
$1.07M -$825K -3,318 -45%
CFMC
1623
Curbstone Financial Management Corp
New Hampshire
$1.07M +$17.4K +70 +2%
AA
1624
Advisory Alpha
Michigan
$1.07M +$51.2K +206 +5%
CSPIA
1625
Cary Street Partners Investment Advisory
Virginia
$1.07M +$127K +511 +14%
63 64
65
66 67