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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
DMKJ
2101
David M. Knott Jr
$15K – – –
FP
2102
Financial Perspectives
Minnesota
$15K – – –
PFG
2103
Piershale Financial Group
Illinois
$15K – – –
CAM
2104
Costello Asset Management
Pennsylvania
$13.8K – – –
SC
2105
Schubert & Co
Texas
$13.4K +$5.24K +31 +86%
SC
2106
Steph & Co
Wisconsin
$13.2K -$3.72K -22 -25%
DAC
2107
Dividend Assets Capital
South Carolina
$13K – – –
KFP
2108
KB Financial Partners
New Jersey
$13K +$11.3K +67 New
GFWA
2109
Grey Fox Wealth Advisors
Delaware
$12.2K +$2.7K +16 +36%
TC
2110
Trust Company
Kansas
$12K – – –
AFS
2111
Annapolis Financial Services
Maryland
$11.8K – – –
CWA
2112
Clearview Wealth Advisors
Oregon
$11.8K +$338 +2 +4%
BWS
2113
Buck Wealth Strategies
Colorado
$11.8K +$9.97K +59 New
CMP
2114
Coston McIsaac & Partners
Maine
$11K – – –
FCA
2115
Fortis Capital Advisors
Kansas
$11K -$84.5K -500 -90%
MBFW
2116
Morton Brown Family Wealth
Pennsylvania
$11K +$4.22K +25 +83%
PCC
2117
Park Circle Company
Maryland
$10.8K – – –
KFS
2118
Kelly Financial Services
Massachusetts
$9.99K -$4.9K -29 -37%
MFC
2119
Mechanics Financial Corp
Ohio
$9.99K – – –
SL
2120
Savior LLC
Massachusetts
$9.99K – – –
RCM
2121
Raleigh Capital Management
North Carolina
$9.19K +$6.59K +39 +557%
PP
2122
PrairieView Partners
Minnesota
$9K – – –
NECFA
2123
New England Capital Financial Advisors
Connecticut
$8.99K – – –
FNBOSM
2124
First National Bank of South Miami
Florida
$8.79K – – –
DI
2125
Disciplined Investments
Oklahoma
$8.79K +$2.87K +17 +63%
83 84
85
86 87