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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1176
Norway Savings Bank
Maine
$2.08M +$36.2K +160 +2%
NL
1177
Navalign LLC
California
$2.08M -$45.5K -201 -2%
OL
1178
Optas LLC
Texas
$2.08M -$107K -473 -6%
GRP
1179
Global Retirement Partners
California
$2.07M +$124K +548 +8%
BB
1180
Berkshire Bank
Massachusetts
$2.07M -$5.88K -26 -0.3%
RB
1181
Renasant Bank
Mississippi
$2.07M +$88.9K +393 +5%
SVWAG
1182
Sound View Wealth Advisors Group
Georgia
$2.07M +$106K +470 +6%
ISWM
1183
Independent Solutions Wealth Management
New York
$2.06M +$304K +1,342 +21%
PIM
1184
Penobscot Investment Management
Massachusetts
$2.05M +$59.7K +264 +4%
BWM
1185
Bulltick Wealth Management
Florida
$2.05M +$1.76M +7,773 New
C
1186
Certuity
Florida
$2.04M +$164K +726 +10%
AAS
1187
Ameritas Advisory Services
Nebraska
$2.04M +$96.2K +425 +6%
PCS
1188
Personal CFO Solutions
New Jersey
$2.03M -$130K -574 -7%
BPCA
1189
Bank Pictet & Cie (Asia)
Singapore
$2.01M +$253K +1,120 +17%
WA
1190
WP Advisors
California
$2.01M +$9.73K +43 +0.6%
CPA
1191
Cardiff Park Advisors
California
$2.01M +$100K +443 +6%
MFG
1192
Merit Financial Group
Georgia
$2.01M -$1.68M -7,443 -49%
NP
1193
Nilsine Partners
Colorado
$2.01M -$329K -1,453 -16%
SWM
1194
Segment Wealth Management
Texas
$2.01M +$273K +1,205 +19%
MCCP
1195
Mission Creek Capital Partners
California
$2M +$221K +978 +15%
CFA
1196
Camarda Financial Advisors
Florida
$2M +$81K +358 +5%
CCFP
1197
Charles Carroll Financial Partners
Massachusetts
$2M +$871K +3,850 +103%
AWP
1198
Ascent Wealth Partners
New York
$1.99M +$27.4K +121 +2%
CCG
1199
Ceeto Capital Group
Florida
$1.99M +$272K +1,200 +19%
CPIG
1200
Chicago Partners Investment Group
Illinois
$1.98M +$21.5K +95 +1%
46 47
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