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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2751
Evelyn Partners Asset Management
$84K – – –
MLA
2752
MB, Levis & Associates
Pennsylvania
$83.5K – – –
BONH
2753
Bank of New Hampshire
New Hampshire
$83.2K – – –
UIA
2754
Ulland Investment Advisors
Minnesota
$83K – – –
CWC
2755
Carolinas Wealth Consulting
North Carolina
$81.2K +$51.6K +166 +122%
LCM
2756
Logan Capital Management
Pennsylvania
$80.5K – – –
HFS
2757
Horizon Financial Services
North Carolina
$80.5K +$622 +2 +0.7%
PWMG
2758
Prestige Wealth Management Group
New Jersey
$78.4K – – –
NCM
2759
Northwest Capital Management
Oregon
$75.9K – – –
USB
2760
Union Savings Bank
Connecticut
$74.3K +$37.9K +122 +79%
NC
2761
NewSquare Capital
Pennsylvania
$74.1K +$60.3K +194 +237%
CBT
2762
Crews Bank & Trust
Florida
$72.7K – – –
PMFA
2763
Plante Moran Financial Advisors
Michigan
$72.2K -$8.4K -27 -9%
PWA
2764
Physician Wealth Advisors
Utah
$71.9K -$48.2K -155 -37%
FPB
2765
First PREMIER Bank
South Dakota
$71K – – –
PWM
2766
Proathlete Wealth Management
Florida
$70.2K +$80.9K +260 New
BI
2767
Binnacle Investments
Iowa
$70K +$81.2K +261 New
FCG
2768
Financial Connections Group
California
$70K – – –
VEA
2769
Virtus ETF Advisers
New York
$66.6K -$1.14M -3,665 -94%
SIM
2770
Studio Investment Management
Illinois
$66.3K -$653K -2,100 -89%
AW
2771
Avion Wealth
Texas
$65K – – –
HFM
2772
Hartford Financial Management
Connecticut
$63.1K – – –
PCFFS
2773
Pacific Center for Financial Services
California
$61.9K – – –
CFS
2774
CGC Financial Services
Oregon
$59.8K – – –
CAM
2775
Creekmur Asset Management
Illinois
$59.6K -$13.4K -43 -16%
109 110
111
112 113