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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RMDI
1701
R.M. Davis Inc
Maine
$947K +$8.95K +31 +1%
PSP
1702
Principal Street Partners
Tennessee
$938K +$36.4K +126 +4%
FPCP
1703
Fort Point Capital Partners
California
$933K +$23.4K +81 +3%
CQS
1704
Credential Qtrade Securities
$932K -$92.6K -321 -9%
AWAG
1705
ARS Wealth Advisors Group
Florida
$927K -$31.4K -109 -3%
QC
1706
Quent Capital
New York
$926K +$32.9K +114 +4%
CPC
1707
Congress Park Capital
New York
$914K -$143K -495 -14%
CM
1708
Corvex Management
New York
$913K – – –
GEM
1709
Global Endowment Management
North Carolina
$913K -$1.89M -6,559 -68%
WAOI
1710
Wealth Advisors of Iowa
Iowa
$909K -$527K -1,825 -38%
AA
1711
Ancora Advisors
Ohio
$908K +$7.79K +27 +0.9%
AWM
1712
Avitas Wealth Management
California
$906K -$11.5K -40 -1%
PWMAG
1713
Pinnacle Wealth Management Advisory Group
New Jersey
$904K +$20.2K +70 +2%
CFM
1714
Catalyst Funds Management
Australia
$904K +$866K +3,000 New
VFG
1715
V2 Financial group
Illinois
$901K – – –
TP
1716
Tranquility Partners
Tennessee
$896K +$9.23K +32 +1%
SCI
1717
S&CO Inc
Massachusetts
$894K – – –
MW
1718
Marcum Wealth
Ohio
$890K +$84.8K +294 +11%
TL
1719
Tradewinds LLC
North Carolina
$889K +$975K +3,378 New
1CP
1720
17 Capital Partners
Arizona
$887K -$154K -535 -15%
MWA
1721
Midland Wealth Advisors
Illinois
$887K -$65.5K -227 -7%
KC
1722
Knuff & Co
California
$885K +$115K +400 +16%
AFT
1723
Alpha Family Trust
California
$884K – – –
HBW
1724
Hazlett, Burt & Watson
West Virginia
$882K +$577 +2 +0.1%
BCM
1725
Bienville Capital Management
New York
$882K – – –
67 68
69
70 71