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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HG
1201
Herbst Group
Connecticut
$2.25M -$28.6K -115 -1%
APIM
1202
Agate Pass Investment Management
Washington
$2.25M +$70.1K +282 +3%
FFM
1203
Forum Financial Management
Illinois
$2.25M -$262K -1,054 -11%
CHAM
1204
Clear Harbor Asset Management
Connecticut
$2.25M -$86.7K -349 -4%
FFL
1205
Future Fund LLC
Illinois
$2.24M -$62.6K -252 -3%
TSWM
1206
Triangle Securities Wealth Management
North Carolina
$2.24M -$8.2K -33 -0.4%
CNC
1207
Citizens & Northern Corp
Pennsylvania
$2.24M -$95.2K -383 -4%
WSCM
1208
Wellington Shields Capital Management
New York
$2.24M -$49.7K -200 -2%
PH
1209
Pinnacle Holdings
Oklahoma
$2.24M -$28.6K -115 -1%
UB
1210
Umpqua Bank
Oregon
$2.23M -$1.74K -7 -0.1%
BHIA
1211
Birch Hill Investment Advisors
Massachusetts
$2.22M -$209K -840 -9%
HTHT
1212
Hemenway Trust Hemenway Trust
New Hampshire
$2.22M -$10.6M -42,657 -84%
OGF
1213
Orin Green Financial
California
$2.22M -$22.1K -89 -1%
SAM
1214
Steinberg Asset Management
New York
$2.21M – – –
BCP
1215
Blackhawk Capital Partners
Wisconsin
$2.2M -$7.21K -29 -0.3%
NG
1216
Norden Group
Utah
$2.19M -$6.1M -24,546 -75%
SCM
1217
Silvant Capital Management
Georgia
$2.19M -$21.9M -88,121 -91%
KFA
1218
Krane Funds Advisors
New York
$2.19M +$14.2K +57 +0.7%
EWM
1219
Empirical Wealth Management
Washington
$2.18M -$652K -2,624 -24%
BCM
1220
Bridgeway Capital Management
Texas
$2.18M -$14.9K -60 -0.7%
IGAM
1221
iA Global Asset Management
Quebec, Canada
$2.17M +$93.2K +375 +5%
DCM
1222
Davidson Capital Management
Texas
$2.16M -$948K -3,814 -32%
LCWM
1223
Legacy Capital Wealth Management
Texas
$2.15M +$2.02M +8,125 New
CWMK
1224
Caliber Wealth Management (Kansas)
Kansas
$2.15M +$35.5K +143 +2%
DBG
1225
De Burlo Group
Massachusetts
$2.15M -$276K -1,109 -12%
47 48
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