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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
876
Paradigm Asset Management
New York
$215K – – –
MCM
877
Maryland Capital Management
Maryland
$215K +$212K +1,845 New
JFA
878
JNBA Financial Advisors
Minnesota
$213K – – –
RPC
879
Rossmore Private Capital
Connecticut
$213K +$21.8K +190 +12%
PTC
880
Private Trust Company
Ohio
$213K +$211K +1,836 New
SS
881
Sunbelt Securities
Texas
$212K +$209K +1,820 New
HPC
882
HM Payson & Co
Maine
$212K +$210K +1,827 New
MFW
883
Meristem Family Wealth
Minnesota
$208K +$205K +1,788 New
HA
884
Harfst & Associates
Wyoming
$208K +$206K +1,791 New
AAM
885
American Asset Management
Florida
$207K +$204K +1,780 New
SLT
886
St Louis Trust
Missouri
$206K +$203K +1,772 New
SIM
887
SSI Investment Management
California
$206K +$205K +1,783 New
SIAS
888
Shine Investment Advisory Services
Colorado
$203K +$18.1K +158 +10%
SA
889
Strategic Advisors
New York
$203K +$201K +1,747 New
MYIA
890
Mount Yale Investment Advisors
Colorado
$202K +$200K +1,739 New
CCM
891
Coldstream Capital Management
Washington
$200K +$198K +1,720 New
IWM
892
IHT Wealth Management
Illinois
$197K +$919 +8 +0.5%
SMFG
893
Sumitomo Mitsui Financial Group
Japan
$195K -$10.1K -88 -5%
S
894
SignatureFD
Georgia
$194K +$192K +1,669 New
OIA
895
Optimum Investment Advisors
Illinois
$192K -$115K -1,000 -38%
FRA
896
Front Row Advisors
California
$192K – – –
GLI
897
Guardian Life Insurance
New York
$184K -$72.6K -632 -29%
CAL
898
Capital Analysts LLC
Pennsylvania
$180K +$28.7K +250 +19%
PFA
899
Pathway Financial Advisors
Vermont
$178K – – –
LWCFA
900
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$174K +$13.8K +120 +9%
34 35
36
37 38