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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
1126
Citizens & Northern Corp
Pennsylvania
$2.41M +$163K +635 +8%
IP
1127
Interval Partners
New York
$2.39M +$568K +2,216 +34%
CPC
1128
Congress Park Capital
New York
$2.39M -$99.4K -388 -4%
RWP
1129
RWA Wealth Partners
Massachusetts
$2.38M -$84.3K -329 -4%
PTC
1130
Private Trust Company
Ohio
$2.38M -$110K -430 -5%
NCL
1131
Nishkama Capital LLC
Puerto Rico
$2.38M +$2.23M +8,690 New
BB
1132
Bell Bank
North Dakota
$2.37M +$44.3K +173 +2%
EAM
1133
EFG Asset Management
Oregon
$2.37M -$515K -2,010 -19%
SFA
1134
Semmax Financial Advisors
North Carolina
$2.36M +$501K +1,954 +39%
ECG
1135
Edge Capital Group
Georgia
$2.34M +$72K +281 +3%
BC
1136
Burney Company
Virginia
$2.33M -$5.37M -20,975 -71%
LHC
1137
Little House Capital
Massachusetts
$2.33M +$228K +890 +12%
LWL
1138
Leo Wealth LLC
Texas
$2.32M +$201K +783 +10%
FFM
1139
Forum Financial Management
Illinois
$2.32M +$7.17K +28 +0.3%
LF
1140
LifePlan Financial
Minnesota
$2.32M +$467K +1,822 +27%
PH
1141
Pinnacle Holdings
Oklahoma
$2.31M -$15.6K -61 -0.7%
CWAF
1142
Core Wealth Advisors (Florida)
Florida
$2.31M +$84.3K +329 +4%
CPBTD
1143
Central Pacific Bank - Trust Division
Hawaii
$2.31M -$760K -2,967 -26%
SCP
1144
Shorepoint Capital Partners
Massachusetts
$2.3M +$272K +1,063 +14%
LMKC
1145
L.M. Kohn & Company
Ohio
$2.28M -$4.35K -17 -0.2%
ANTB
1146
AMG National Trust Bank
Colorado
$2.28M -$88.1K -344 -4%
ACS
1147
Archford Capital Strategies
Illinois
$2.27M -$6.15K -24 -0.3%
OGF
1148
Orin Green Financial
California
$2.26M – – –
VWM
1149
Venturi Wealth Management
Texas
$2.26M +$303K +1,182 +17%
CCM
1150
Chickasaw Capital Management
Tennessee
$2.25M -$15.4K -60 -0.7%
44 45
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