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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EPAM
2751
Evelyn Partners Asset Management
$85.4K – – –
MLA
2752
MB, Levis & Associates
Pennsylvania
$84.8K – – –
SSG
2753
Summit Securities Group
New York
$84.3K +$82.6K +309 New
UIA
2754
Ulland Investment Advisors
Minnesota
$84K – – –
HFS
2755
Horizon Financial Services
North Carolina
$81.8K – – –
WA
2756
WPG Advisers
Maryland
$81.5K -$49.5K -185 -38%
PWMG
2757
Prestige Wealth Management Group
New Jersey
$79.7K – – –
MHR
2758
Matthew Hamilton Rosenberg
$79.6K -$11K -41 -12%
PSFG
2759
Park Square Financial Group
Georgia
$78K -$83.7K -313 -52%
SHIM
2760
Stone House Investment Management
Pennsylvania
$77.7K -$40.6K -152 -35%
NCM
2761
Northwest Capital Management
Oregon
$77.2K – – –
CTA
2762
Colonial Trust Advisors
South Carolina
$76.9K -$14.4K -54 -16%
BI
2763
Binnacle Investments
Iowa
$75.5K +$4.28K +16 +6%
MS
2764
Marshall & Sullivan
Washington
$75K +$73.5K +275 New
CBT
2765
Crews Bank & Trust
Florida
$73.9K – – –
USB
2766
Union Savings Bank
Connecticut
$71.6K – – –
PWM
2767
Proathlete Wealth Management
Florida
$71.4K – – –
RA
2768
Rational Advisors
New York
$68.7K +$67.4K +252 New
VEA
2769
Virtus ETF Advisers
New York
$67.6K – – –
PCFFS
2770
Pacific Center for Financial Services
California
$63K – – –
BONH
2771
Bank of New Hampshire
New Hampshire
$62.7K -$21.4K -80 -26%
CWP
2772
Clark Wealth Partners
Illinois
$61.6K +$4.28K +16 +8%
CFS
2773
CGC Financial Services
Oregon
$60.8K – – –
ME
2774
McIlrath & Eck
Washington
$59.6K +$1.87K +7 +3%
DAM
2775
Delta Asset Management
Tennessee
$59.2K – – –
109 110
111
112 113