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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
2151
Forte Asset Management
New York
$289K – – –
FCM
2152
Fourpath Capital Management
Oklahoma
$289K +$41.2K +154 +16%
CFS
2153
CRA Financial Services
New Jersey
$288K +$66.1K +247 +28%
AGC
2154
Aspen Grove Capital
Colorado
$288K +$12K +45 +4%
APA
2155
Astoria Portfolio Advisors
New York
$287K +$29.7K +111 +11%
PWAM
2156
Pinnacle West Asset Management
Wyoming
$287K +$2.68K +10 +0.9%
TCWA
2157
Turtle Creek Wealth Advisors
Texas
$287K +$47.9K +179 +19%
KFC
2158
Klingenstein Fields & Co
New York
$286K – – –
CFO
2159
Collective Family Office
Pennsylvania
$286K -$27.3K -102 -8%
FMII
2160
Farmers & Merchants Investments Inc
Nebraska
$286K -$1.87K -7 -0.6%
JWM
2161
Janiczek Wealth Management
Colorado
$284K -$48.2K -180 -14%
DFG
2162
Delta Financial Group
New Jersey
$284K -$66.9K -250 -18%
GA
2163
GSG Advisors
New Jersey
$283K -$1.61K -6 -0.5%
MWA
2164
Muirfield Wealth Advisors
North Carolina
$283K +$18.2K +68 +7%
MCM
2165
Mengis Capital Management
Oregon
$283K – – –
VC
2166
Veracity Capital
Georgia
$282K -$71.7K -268 -20%
MFWP
2167
Mosaic Family Wealth Partners
Missouri
$282K +$14.2K +53 +5%
TWP
2168
Tempus Wealth Planning
California
$282K +$42.5K +159 +17%
NIM
2169
Northeast Investment Management
Massachusetts
$281K +$14.2K +53 +5%
FL
2170
Fort LP
Maryland
$281K +$69.3K +259 +31%
BEI
2171
Benjamin Edwards Inc
Missouri
$281K -$18.2K -68 -6%
CH
2172
Canton Hathaway
Rhode Island
$280K – – –
SFG
2173
SevenBridge Financial Group
Pennsylvania
$280K +$1.87K +7 +0.6%
CT
2174
Colonial Trust
South Carolina
$279K +$73K +273 +34%
ITIM
2175
Indiana Trust & Investment Management
Indiana
$279K -$38.8K -145 -12%
85 86
87
88 89