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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIM
2051
Ranger Investment Management
Texas
$7K – – –
SSC
2052
Syverson Strege & Co
Iowa
$7K – – –
GFPC
2053
Global Financial Private Client
Florida
$5.63K – – –
TF
2054
TimeScale Financial
Massachusetts
$5K -$6.68K -29 -57%
FEG
2055
Financial Enhancement Group
Indiana
$5K -$2.31K -10 -34%
IWP
2056
IAG Wealth Partners
Wisconsin
$5K – – –
LF
2057
Lee Financial
Texas
$5K +$4.38K +19 New
JIR
2058
James Investment Research
Ohio
$4K – – –
MFT
2059
Moisand Fitzgerald Tamayo
Florida
$4K – – –
PP
2060
Pacifica Partners
Canada
$4K – – –
TFS
2061
TrustCore Financial Services
Tennessee
$4K – – –
LPWM
2062
Lake Point Wealth Management
Texas
$4K +$3.46K +15 New
JPLA
2063
Joseph P. Lucia & Associates
New York
$3K – – –
FI
2064
FormulaFolio Investments
Michigan
$3K +$2.77K +12 New
DI
2065
Disciplined Investments
Oklahoma
$2K – – –
LWA
2066
Lowe Wealth Advisors
Maryland
$2K – – –
AFS
2067
Annapolis Financial Services
Maryland
$1K – – –
UFF
2068
USA Financial Formulas
Michigan
$1K – – –
HS
2069
Horan Securities
United States
$1K +$691 +3 New
EBSAM
2070
Eubel Brady & Suttman Asset Management
Ohio
$1K +$1.38K +6 New
SM
2071
SB Management
United Arab Emirates
– -$385M -1,816,709 Closed
ACM
2072
Altimeter Capital Management
Massachusetts
– -$308M -1,454,989 Closed
RCMU
2073
Rokos Capital Management (UK)
United Kingdom
– -$90.7M -393,703 Closed
AL
2074
Appaloosa LP
New Jersey
– -$81.6M -385,000 Closed
JAM
2075
Jupiter Asset Management
United Kingdom
– -$36.1M -170,364 Closed
81 82
83
84 85