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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1201
Albion Financial Group
Utah
$1.38M +$3.44K +16 +0.2%
PCM
1202
Pennsylvania Capital Management
Pennsylvania
$1.38M -$89.3K -415 -6%
ECG
1203
Edge Capital Group
Georgia
$1.36M +$439K +2,041 +47%
NL
1204
Navalign LLC
California
$1.35M +$64.6K +300 +4%
RPC
1205
Rossmore Private Capital
Connecticut
$1.35M +$166K +770 +14%
PI
1206
Parkside Investments
Illinois
$1.35M +$1.37M +6,373 New
BAM
1207
Bosun Asset Management
Illinois
$1.34M -$1.29K -6 -0.1%
MCC
1208
Money Concepts Capital
Florida
$1.34M +$739K +3,432 +119%
FFM
1209
Forum Financial Management
Illinois
$1.34M -$292K -1,359 -18%
BAM
1210
Barrett Asset Management
New York
$1.34M -$43.7K -203 -3%
FIM
1211
Freedom Investment Management
Connecticut
$1.33M -$1.18M -5,466 -47%
TNBTD
1212
Trustmark National Bank Trust Department
Mississippi
$1.33M -$1.19M -5,551 -47%
BSAM
1213
Blue Square Asset Management
New York
$1.33M +$23.2K +108 +2%
NL
1214
NVWM LLC
Pennsylvania
$1.33M +$291K +1,352 +28%
CHAM
1215
Clear Harbor Asset Management
Connecticut
$1.32M -$6.46K -30 -0.5%
PPW
1216
Parcion Private Wealth
Washington
$1.32M -$14.4K -67 -1%
YIA
1217
YHB Investment Advisors
Connecticut
$1.32M +$555K +2,581 +71%
TPA
1218
Trivium Point Advisory
Connecticut
$1.32M +$500K +2,325 +55%
RHBC
1219
R.H. Bluestein & Co
Michigan
$1.31M -$134K -624 -9%
CC
1220
Commons Capital
Massachusetts
$1.31M -$204K -946 -13%
MME
1221
Meag Munich Ergo
Germany
$1.31M +$352K +1,634 +37%
OL
1222
Optas LLC
Texas
$1.3M +$70.4K +327 +6%
TPWA
1223
TRUE Private Wealth Advisors
Oregon
$1.29M -$201K -933 -12%
WANY
1224
Wealthspire Advisors (New York)
New York
$1.29M -$787K -3,658 -38%
LP
1225
Lloyd Park
Illinois
$1.29M -$279K -1,295 -18%
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