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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1726
Circle Wealth Management
New Jersey
$235K -$17.4K -78 -7%
RA
1727
RFG Advisory
Alabama
$235K +$10.7K +48 +5%
SNBOSD
1728
Security National Bank of So Dak
Iowa
$235K +$13.1K +59 +6%
LI
1729
LVZ Inc
Michigan
$234K +$45.4K +204 +23%
PAM
1730
Premier Asset Management
Illinois
$233K -$11.7M -52,357 -98%
SAM
1731
Strategy Asset Managers
California
$233K -$78.4K -352 -24%
ER
1732
Enlightenment Research
Florida
$233K +$245K +1,100 New
ISWM
1733
Independent Solutions Wealth Management
New York
$231K -$17.8K -80 -7%
JCM
1734
Janney Capital Management
Pennsylvania
$230K -$9.19M -41,262 -97%
ZIC
1735
ZWJ Investment Counsel
Georgia
$230K -$163K -733 -40%
LA
1736
LVW Advisors
New York
$229K -$73.5K -330 -23%
SHA
1737
Seneca House Advisors
Virginia
$229K +$241K +1,082 New
AP
1738
Arlington Partners
Alabama
$228K – – –
WDL
1739
Well Done LLC
Michigan
$228K +$47K +211 +24%
GHAM
1740
Gilman Hill Asset Management
Connecticut
$227K +$239K +1,072 New
SIC
1741
Samalin Investment Counsel
New York
$225K -$18.9K -85 -7%
LF
1742
Lantz Financial
Illinois
$225K +$36.1K +162 +18%
FA
1743
Faithward Advisors
Pennsylvania
$225K +$237K +1,064 New
CWP
1744
Concord Wealth Partners
Virginia
$224K +$85.5K +384 +57%
DFA
1745
Delta Financial Advisors
Louisiana
$224K +$235K +1,057 New
TCM
1746
Tufton Capital Management
Maryland
$224K +$236K +1,060 New
KPCM
1747
Kings Point Capital Management
New York
$223K -$7.35K -33 -3%
CFIA
1748
Cantor Fitzgerald Investment Advisors
New York
$223K – – –
SB
1749
Strategic Blueprint
Georgia
$223K +$235K +1,054 New
SAM
1750
Synergy Asset Management
Washington
$222K -$3.78M -16,999 -94%
68 69
70
71 72