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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
976
U.S. Capital Wealth Advisors
Texas
$2.87M +$107K +382 +3%
WI
977
Wahed Invest
New York
$2.85M +$3.16M +11,229 New
BB
978
Berkshire Bank
Massachusetts
$2.85M +$124K +441 +4%
BOM
979
Bank of Marin
California
$2.84M -$214K -761 -6%
BCM
980
Boltwood Capital Management
California
$2.83M +$19.4K +69 +0.6%
GBT
981
Grove Bank & Trust
Florida
$2.83M +$192K +682 +7%
FC
982
Ferris Capital
Massachusetts
$2.83M -$54.5K -194 -2%
WF
983
Welch & Forbes
Massachusetts
$2.83M – – –
LSAG
984
Lake Street Advisors Group
New Hampshire
$2.82M +$165K +587 +6%
FWM
985
Finer Wealth Management
Massachusetts
$2.81M +$3.11M +11,055 New
AG
986
AIA Group
Hong Kong
$2.81M +$2.81M +10,008 +966%
DT
987
Diversified Trust
Tennessee
$2.8M -$45K -160 -1%
GGI
988
GPM Growth Investors
Michigan
$2.79M -$19.4K -69 -0.6%
MYLI
989
Meiji Yasuda Life Insurance
Japan
$2.79M -$464K -1,652 -13%
BP
990
Ballentine Partners
Massachusetts
$2.78M -$304K -1,081 -9%
CNC
991
Citizens & Northern Corp
Pennsylvania
$2.78M +$253K +900 +9%
KFS
992
Kaizen Financial Strategies
California
$2.76M +$829K +2,949 +37%
IRAG
993
Investment Research & Advisory Group
Georgia
$2.76M +$16.3K +58 +0.5%
CA
994
Clearstead Advisors
Ohio
$2.75M +$125K +444 +4%
IBOK
995
Independence Bank of Kentucky
Kentucky
$2.74M -$53.4K -190 -2%
CAM
996
Cypress Asset Management
Texas
$2.74M -$45K -160 -1%
BA
997
Birinyi Associates
Connecticut
$2.71M +$211K +750 +8%
HWAM
998
Hennion & Walsh Asset Management
New Jersey
$2.71M -$39.3K -140 -1%
AMC
999
Asset Management Corp
Illinois
$2.7M +$1.71M +6,100 +135%
HIP
1000
Harrell Investment Partners
Texas
$2.7M +$66K +235 +2%
38 39
40
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