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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
MC
926
Miles Capital
Iowa
$591K -$116K -743 -16%
SCI
927
S&CO Inc
Massachusetts
$591K – – –
JMH
928
J.M. Hartwell
New York
$584K +$603K +3,850 New
FIM
929
Freedom Investment Management
Connecticut
$579K -$20.7K -132 -3%
CB
930
CNB Bank
Pennsylvania
$577K -$71.1K -454 -11%
WSFS
931
Wilmington Savings Fund Society
Delaware
$577K +$30.6K +195 +5%
HIIFS
932
Harel Insurance Investments & Financial Services
Israel
$577K +$439K +2,800 +280%
SBIA
933
Sheaff Brock Investment Advisors
Indiana
$564K +$5.01K +32 +0.9%
BSW
934
Buckingham Strategic Wealth
Missouri
$564K +$78.5K +501 +16%
QI
935
Qtron Investments
Massachusetts
$563K -$1.25K -8 -0.2%
PAS
936
Park Avenue Securities
New York
$556K +$43.4K +277 +8%
IIA
937
IPG Investment Advisors
California
$555K -$231K -1,475 -29%
JFGIW
938
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$552K – – –
APP
939
Avantax Planning Partners
Iowa
$552K +$21.2K +135 +4%
MAFM
940
Mid Atlantic Financial Management
Pennsylvania
$550K +$116K +739 +26%
CAM
941
Concorde Asset Management
Michigan
$549K -$11K -70 -2%
WF
942
Welch & Forbes
Massachusetts
$547K -$89K -568 -14%
WBC
943
West Branch Capital
Massachusetts
$547K +$322K +2,057 +133%
SFG
944
Summit Financial Group
West Virginia
$546K -$16.9K -108 -3%
VCM
945
Virtue Capital Management
Tennessee
$542K +$560K +3,574 New
MA
946
MANA Advisors
New York
$539K +$557K +3,552 New
BCA
947
Berman Capital Advisors
Georgia
$538K +$42.8K +273 +8%
OIA
948
Optimum Investment Advisors
Illinois
$537K +$22.7K +145 +4%
PAS
949
Partnervest Advisory Services
California
$533K -$9.4K -60 -2%
FUBT
950
First United Bank & Trust
Maryland
$533K +$68.2K +435 +14%
36 37
38
39 40