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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SIP
1201
Stoneridge Investment Partners
Pennsylvania
$2.2M +$234K +929 +11%
SPS
1202
Susquehanna Portfolio Strategies
Pennsylvania
$2.19M -$34.3M -135,850 -94%
BCM
1203
Boltwood Capital Management
California
$2.19M -$3.78K -15 -0.2%
BHIA
1204
Birch Hill Investment Advisors
Massachusetts
$2.19M -$101K -400 -4%
BAM
1205
Belpointe Asset Management
Nevada
$2.19M -$6.3K -25 -0.3%
DBG
1206
De Burlo Group
Massachusetts
$2.18M -$1.01M -4,005 -30%
TF
1207
TLWM Financial
Texas
$2.18M +$582K +2,309 +33%
NNPTE
1208
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.18M -$2.07M -8,224 -47%
LF
1209
LifePlan Financial
Minnesota
$2.17M +$102K +406 +5%
NW
1210
Naviter Wealth
Arkansas
$2.17M -$57.8K -229 -2%
EB
1211
Eastern Bank
Massachusetts
$2.17M -$2.57M -10,188 -53%
CI
1212
Cigna Investments
Connecticut
$2.16M -$22.2K -88 -1%
PMWMG
1213
Parr McKnight Wealth Management Group
Minnesota
$2.15M +$501K +1,987 +28%
CPIG
1214
Chicago Partners Investment Group
Illinois
$2.13M +$75.9K +301 +4%
JCM
1215
Jacobi Capital Management
Pennsylvania
$2.13M +$475K +1,882 +26%
WF
1216
Welch & Forbes
Massachusetts
$2.13M -$70.9K -281 -3%
FWA
1217
FOCUS Wealth Advisors
Texas
$2.12M +$252K +999 +13%
SG
1218
StoneX Group
New York
$2.12M +$62.5K +248 +3%
JPWM
1219
Jamison Private Wealth Management
Georgia
$2.11M +$329K +1,306 +17%
TIM
1220
Thompson Investment Management
Wisconsin
$2.11M +$1.98M +7,863 +771%
PWCM
1221
Processus Wealth & Capital Management
Tennessee
$2.1M -$259K -1,025 -10%
CNC
1222
Citizens & Northern Corp
Pennsylvania
$2.1M +$7.31K +29 +0.3%
CHAM
1223
Clear Harbor Asset Management
Connecticut
$2.09M -$55K -218 -2%
PNAA
1224
Pictet North America Advisors
Switzerland
$2.09M -$2.52K -10 -0.1%
MCP
1225
Mirador Capital Partners
California
$2.09M +$44.9K +178 +2%
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