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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
1926
Deltec Asset Management
New York
$254K – – –
APG
1927
Abacus Planning Group
South Carolina
$253K – – –
PCM
1928
Princeton Capital Management
New Jersey
$253K +$5.1K +25 +2%
TCM
1929
Traynor Capital Management
Pennsylvania
$252K -$18.4K -90 -7%
FAM
1930
Formidable Asset Management
Ohio
$252K -$8.98K -44 -4%
FOA
1931
Five Oceans Advisors
California
$252K +$612 +3 +0.3%
LFA
1932
Landmark Financial Advisors
Kentucky
$252K +$16.1K +79 +7%
ITIM
1933
Indiana Trust & Investment Management
Indiana
$251K – – –
KFC
1934
Klingenstein Fields & Co
New York
$251K – – –
ZF
1935
Zhang Financial
Michigan
$250K +$232K +1,138 New
SAG
1936
Spotlight Asset Group
Illinois
$250K -$319K -1,564 -57%
DA
1937
DSC Advisors
Illinois
$250K +$26.5K +130 +12%
CSB
1938
City State Bank
Iowa
$250K – – –
TWA
1939
Talisman Wealth Advisors
New Jersey
$250K +$1.02K +5 +0.4%
YWM
1940
Yoder Wealth Management
California
$250K +$12.2K +60 +5%
JSW
1941
Journey Strategic Wealth
New Jersey
$249K -$186K -911 -44%
ETCM
1942
Evolutionary Tree Capital Management
Virginia
$249K – – –
FPGK
1943
Financial Partners Group (Kansas)
Kansas
$248K -$4.49K -22 -2%
EL
1944
EMFO LLC
Florida
$246K – – –
WA
1945
WBH Advisory
Maryland
$245K – – –
RG
1946
Rathbones Group
United Kingdom
$243K -$307K -1,503 -57%
FGIM
1947
First Growth Investment Manager
California
$243K – – –
CNBTD
1948
Citizens National Bank Trust Department
Mississippi
$243K +$126K +615 +115%
LF
1949
Lantz Financial
Illinois
$242K +$19.4K +95 +9%
FCM
1950
Fourpath Capital Management
Oklahoma
$242K -$11.2K -55 -5%
76 77
78
79 80