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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
1126
Houlihan Financial Resource Group
Virginia
$3.08M +$69.2K +259 +2%
HCM
1127
Howard Capital Management
Georgia
$3.07M +$607K +2,272 +25%
SCM
1128
SCS Capital Management
Massachusetts
$3.07M +$1.07K +4 +0%
1WA
1129
180 Wealth Advisors
Washington
$3.06M -$74.6K -279 -2%
OFS
1130
OMC Financial Services
New York
$3.06M -$29.9K -112 -1%
GWMIA
1131
Global Wealth Management Investment Advisory
Florida
$3.05M +$289K +1,082 +11%
HS
1132
HighVista Strategies
Massachusetts
$3.05M +$508K +1,900 +20%
CPBTD
1133
Central Pacific Bank - Trust Division
Hawaii
$3.04M -$183K -686 -6%
VAS
1134
Valicenti Advisory Services
New York
$3.04M +$2.98M +11,134 New
SI
1135
Scharf Investments
California
$3.03M +$236K +883 +9%
NS
1136
NBC Securities
Alabama
$3.03M -$391K -1,462 -12%
CWM
1137
Cabot Wealth Management
Massachusetts
$3.03M +$32.6K +122 +1%
AWM
1138
Axxcess Wealth Management
California
$3.03M +$260K +973 +10%
S
1139
Sachetta
Massachusetts
$3.02M +$4.01K +15 +0.1%
WAP
1140
Wealthcare Advisory Partners
Pennsylvania
$3.01M +$696K +2,602 +31%
TAM
1141
Trust Asset Management
Texas
$3.01M – – –
SC
1142
Sawyer & Company
Massachusetts
$3.01M +$30.7K +115 +0.6%
APIM
1143
Agate Pass Investment Management
Washington
$3.01M +$652K +2,437 +28%
MLCM
1144
M & L Capital Management
United Kingdom
$3M +$2.94M +11,000 New
MCB
1145
Morton Community Bank
Illinois
$3M +$2.94M +10,997 New
MHS
1146
M Holdings Securities
Oregon
$3M +$2.93M +10,975 New
FB
1147
Fulton Bank
Pennsylvania
$2.98M +$98.9K +370 +4%
EBT
1148
Enterprise Bank & Trust
Massachusetts
$2.98M +$2.41K +9 +0.1%
ACS
1149
Archford Capital Strategies
Illinois
$2.96M +$159K +596 +6%
NSB
1150
Norway Savings Bank
Maine
$2.96M +$272K +1,016 +10%
44 45
46
47 48