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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1801
Belmont Capital
California
$557K +$527K +1,969 +994%
SMC
1802
Smith, Moore & Co
Missouri
$555K +$72.2K +270 +14%
BFG
1803
Berger Financial Group
Minnesota
$553K +$120K +449 +26%
HBT
1804
Heartland Bank & Trust
Illinois
$551K -$1.04M -3,888 -64%
RFN
1805
Redwood Financial Network
Ohio
$551K -$5.35K -20 -0.9%
TCM
1806
Telos Capital Management
California
$550K -$26.8K -100 -4%
LTI
1807
Laffer Tengler Investments
Tennessee
$550K -$633K -2,367 -53%
MSA
1808
Marino Stram & Associates
Massachusetts
$549K +$77.1K +288 +16%
FPCP
1809
Fort Point Capital Partners
California
$549K -$257K -962 -31%
RIP
1810
RAM Investment Partners
Washington
$549K +$5.08K +19 +0.9%
JSL
1811
JT Stratford LLC
Georgia
$547K -$137K -512 -19%
AF
1812
Apollon Financial
South Carolina
$547K -$93.9K -351 -14%
GCM
1813
Gallacher Capital Management
Colorado
$546K +$568K +2,124 New
NIP
1814
Nicholas Investment Partners
California
$541K -$1.57M -5,857 -74%
RGC
1815
Roberts, Glore & Co
Illinois
$540K -$12.8K -48 -2%
WCFA
1816
Walkner Condon Financial Advisors
Wisconsin
$538K -$122K -455 -18%
SMFG
1817
Sumitomo Mitsui Financial Group
Japan
$538K -$616K -2,303 -52%
TWP
1818
Tyche Wealth Partners
Texas
$536K -$103K -385 -16%
PCP
1819
Proficio Capital Partners
Massachusetts
$531K -$45K -168 -8%
LAM
1820
Lingohr Asset Management
Germany
$529K – – –
VCM
1821
Virtue Capital Management
Tennessee
$526K -$62.6K -234 -10%
SL
1822
SFM LLC
New Hampshire
$526K +$12.3K +46 +2%
PWMAG
1823
Pinnacle Wealth Management Advisory Group
New Jersey
$525K -$257K -960 -32%
BTW
1824
Boston Trust Walden
Massachusetts
$524K -$6.42K -24 -1%
RIA
1825
Regal Investment Advisors
Michigan
$522K -$20.6K -77 -4%
71 72
73
74 75