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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RTC
851
Riverview Trust Company
Washington
$999K – – –
PIM
852
Partner Investment Management
California
$989K -$1.4M -9,058 -59%
NB
853
Nicolet Bankshares
Wisconsin
$988K -$6.04K -39 -0.6%
IHL
854
Investment House LLC
California
$983K +$15.5K +100 +2%
LW
855
Linscomb Wealth
Texas
$981K +$14.4K +93 +2%
TPWA
856
TRUE Private Wealth Advisors
Oregon
$972K -$33.3K -215 -3%
VAS
857
Vestmark Advisory Solutions
Massachusetts
$970K +$950K +6,128 New
PIM
858
Penobscot Investment Management
Massachusetts
$969K +$86.8K +560 +10%
IAA
859
Independent Advisor Alliance
North Carolina
$961K -$475K -3,067 -34%
GRP
860
Global Retirement Partners
California
$954K -$31.2K -201 -3%
OSIA
861
O'Shares Investment Advisers
Massachusetts
$937K -$117K -754 -11%
IFWM
862
Institute for Wealth Management
Colorado
$935K +$69.1K +446 +8%
BCM
863
Brown Capital Management
Maryland
$934K +$34.1K +220 +4%
JDR
864
Jay D. Rosenbaum
$933K -$3.88K -25 -0.4%
GVAG
865
Great Valley Advisor Group
Delaware
$921K +$45.6K +294 +5%
DP
866
Dearborn Partners
Illinois
$915K -$2.94K -19 -0.3%
CCM
867
Cribstone Capital Management
Maine
$915K +$57K +368 +7%
DA
868
DSC Advisors
Illinois
$915K +$144K +929 +19%
FA
869
Fagan Associates
New York
$912K +$10.8K +70 +1%
AWM
870
AE Wealth Management
Kansas
$905K +$398K +2,568 +82%
NFG
871
Next Financial Group
Texas
$903K -$1.59M -10,288 -64%
NFH
872
NEXT Financial Holdings
Texas
$903K +$885K +5,707 New
GI
873
Gradient Investments
Minnesota
$901K -$74.1K -478 -8%
FBT
874
First Bank & Trust
South Dakota
$898K -$147K -948 -14%
SFI
875
SPC Financial Inc
Maryland
$897K +$878K +5,662 New
33 34
35
36 37