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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1951
Financial Management Professionals
Texas
$14K – – –
FNBOSM
1952
First National Bank of South Miami
Florida
$14K +$4.13K +17 +39%
APWA
1953
Atlas Private Wealth Advisors
New Jersey
$13K – – –
CWA
1954
Carolina Wealth Advisors
South Carolina
$13K +$7.78K +32 +123%
CMA
1955
Cedar Mountain Advisors
Oregon
$11K – – –
HGWM
1956
Harvest Group Wealth Management
Massachusetts
$11K +$6.08K +25 +109%
TIM
1957
Tortoise Investment Management
New York
$11K +$12.2K +50 New
ARMC
1958
American Research & Management Company
Massachusetts
$9K -$6.81K -28 -41%
KFS
1959
Kelly Financial Services
Massachusetts
$8.68K -$8.51K -35 -47%
GAAM
1960
Guinness Atkinson Asset Management
California
$8K +$9.24K +38 New
RIM
1961
Ranger Investment Management
Texas
$7K -$5.11K -21 -41%
MWA
1962
Moser Wealth Advisors
Washington
$7K – – –
PS
1963
Planned Solutions
California
$7K – – –
CP
1964
Corbenic Partners
Pennsylvania
$7K +$7.3K +30 New
RBC
1965
Roble Belko & Company
Pennsylvania
$6K – – –
ONST
1966
Old North State Trust
North Carolina
$6K +$4.62K +19 +271%
IA
1967
Inspire Advisors
Idaho
$6K +$6.81K +28 New
SSC
1968
Syverson Strege & Co
Iowa
$6K +$6.81K +28 New
GFPC
1969
Global Financial Private Client
Florida
$5.56K -$101K -415 -94%
BHWM
1970
Bay Harbor Wealth Management
Maryland
$5K -$6.81K -28 -56%
BC
1971
Barnett & Company
Tennessee
$5K – – –
IWP
1972
IAG Wealth Partners
Wisconsin
$5K – – –
KCM
1973
Kathmere Capital Management
Pennsylvania
$5K +$5.11K +21 New
AIM
1974
Arcadia Investment Management
Michigan
$4K -$26.3K -108 -86%
TF
1975
TimeScale Financial
Massachusetts
$4K -$9K -37 -65%
77 78
79
80 81