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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1001
Savant Capital
Illinois
$1.22M -$40.4K -277 -3%
SWM
1002
Sculati Wealth Management
Michigan
$1.22M +$616K +4,222 +85%
TPCW
1003
TD Private Client Wealth
New York
$1.22M -$1.14M -7,810 -46%
GITFIT
1004
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$1.22M +$227K +1,554 +20%
MAS
1005
Meeder Advisory Services
Ohio
$1.21M +$1.34M +9,156 New
CCM
1006
Canal Capital Management
Virginia
$1.21M -$698K -4,786 -34%
PPC
1007
Park Place Capital
Alabama
$1.21M +$1.33M +9,148 New
CNBT
1008
Cornerstone National Bank & Trust
Illinois
$1.21M +$5.54K +38 +0.4%
CCG
1009
Cypress Capital Group
Florida
$1.21M -$1.03M -7,070 -44%
CCM
1010
Cribstone Capital Management
Maine
$1.2M +$357K +2,449 +37%
V
1011
VeraBank
Texas
$1.2M +$2.04K +14 +0.2%
ADL
1012
Asset Dedication LLC
California
$1.2M -$22.6K -155 -2%
WGCA
1013
Wolf Group Capital Advisors
Virginia
$1.2M -$33K -226 -2%
GAM
1014
Grandview Asset Management
Pennsylvania
$1.19M -$166K -1,141 -11%
PWP
1015
Principle Wealth Partners
Connecticut
$1.18M -$15.2K -104 -1%
KA
1016
Kovack Advisors
Florida
$1.18M -$567K -3,885 -30%
AIA
1017
Avalon Investment & Advisory
Texas
$1.18M -$418K -2,863 -24%
LPT
1018
Legacy Private Trust
Wisconsin
$1.18M -$534K -3,660 -29%
BOSSRA
1019
B.O.S.S. Retirement Advisors
Utah
$1.17M +$1.29M +8,813 New
PBT
1020
Pictet Bank & Trust
Bahamas
$1.17M +$151K +1,035 +13%
OL
1021
Optas LLC
Texas
$1.17M +$2.48K +17 +0.2%
IIA
1022
IPG Investment Advisors
California
$1.16M -$324K -2,222 -20%
BSB
1023
Bangor Savings Bank
Maine
$1.16M -$107K -733 -8%
LMKC
1024
L.M. Kohn & Company
Ohio
$1.15M -$145K -993 -10%
HWM
1025
HB Wealth Management
Georgia
$1.15M +$429K +2,939 +51%
39 40
41
42 43