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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2876
Strategic Investment Solutions
Illinois
$112K +$95.7K +300 +297%
SAM
2877
Sherman Asset Management
California
$111K +$106K +333 New
ECM
2878
Estabrook Capital Management
New York
$111K – – –
FP
2879
Financial Perspectives
Minnesota
$109K +$33.2K +104 +47%
OAJ
2880
Ogorek Anthony Joseph
New York
$108K +$319 +1 +0.3%
BHWM
2881
Bay Harbor Wealth Management
Maryland
$105K +$1.28K +4 +1%
EPAM
2882
Evelyn Partners Asset Management
$105K +$99.9K +313 New
MLA
2883
MB, Levis & Associates
Pennsylvania
$104K – – –
VFM
2884
Vision Financial Markets
Connecticut
$104K +$98.9K +310 New
BONH
2885
Bank of New Hampshire
New Hampshire
$104K – – –
UIA
2886
Ulland Investment Advisors
Minnesota
$103K – – –
LCM
2887
Logan Capital Management
Pennsylvania
$100K +$638 +2 +0.7%
HFS
2888
Horizon Financial Services
North Carolina
$99.6K – – –
PMFA
2889
Plante Moran Financial Advisors
Michigan
$99K -$7.98K -25 -8%
PWMG
2890
Prestige Wealth Management Group
New Jersey
$97.7K – – –
DAM
2891
Delta Asset Management
Tennessee
$97.6K – – –
BBPWM
2892
Blue Bell Private Wealth Management
Pennsylvania
$96.3K -$2.23K -7 -2%
NCM
2893
Northwest Capital Management
Oregon
$94.6K – – –
AWM
2894
Activest Wealth Management
Florida
$92K +$1.92K +6 +2%
CBT
2895
Crews Bank & Trust
Florida
$90.6K +$86.5K +271 New
LOIP
2896
Live Oak Investment Partners
Texas
$89.6K – – –
CAM
2897
Creekmur Asset Management
Illinois
$88.6K -$2.55K -8 -3%
FPB
2898
First PREMIER Bank
South Dakota
$88K -$63.8K -200 -43%
TVWM
2899
Tower View Wealth Management
Wisconsin
$87.3K – – –
VAG
2900
VisionPoint Advisory Group
Texas
$87.3K +$84.3K +264 New
114 115
116
117 118