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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
1226
Welch & Forbes
Massachusetts
$2.52M -$73K -273 -3%
BCM
1227
Boltwood Capital Management
California
$2.52M -$3.74K -14 -0.2%
CI
1228
Cigna Investments
Connecticut
$2.51M -$33.2K -124 -1%
P
1229
Pitcairn
Pennsylvania
$2.51M -$532K -1,991 -18%
DS
1230
DRW Securities
Illinois
$2.5M +$2.46M +9,189 New
FFM
1231
Forum Financial Management
Illinois
$2.5M -$352K -1,317 -13%
HG
1232
Herbst Group
Connecticut
$2.49M +$84.2K +315 +4%
AIP
1233
Ameritas Investment Partners
Nebraska
$2.49M -$30.5K -114 -1%
VCM
1234
Verde Capital Management
Michigan
$2.47M +$164K +614 +7%
CHAM
1235
Clear Harbor Asset Management
Connecticut
$2.47M +$69.5K +260 +3%
FGC
1236
Financial Gravity Companies
Texas
$2.46M +$2.41M +9,015 New
RP
1237
Rice Partnership
Hawaii
$2.46M +$284K +1,064 +13%
TSWM
1238
Triangle Securities Wealth Management
North Carolina
$2.45M +$74.6K +279 +3%
SW
1239
SVB Wealth
Massachusetts
$2.44M -$2.17M -8,107 -47%
CPC
1240
Congress Park Capital
New York
$2.44M +$223K +834 +10%
PA
1241
Procyon Advisors
Connecticut
$2.43M -$6.9M -25,811 -74%
OHWP
1242
Oak Harbor Wealth Partners
North Carolina
$2.43M +$1.6K +6 +0.1%
AFCM
1243
Applied Finance Capital Management
Puerto Rico
$2.43M +$2.38M +8,902 New
SWK
1244
Stephen W. Kidder
$2.42M +$330K +1,234 +16%
PNAA
1245
Pictet North America Advisors
Switzerland
$2.41M -$391K -1,461 -14%
CNC
1246
Citizens & Northern Corp
Pennsylvania
$2.41M -$24.6K -92 -1%
EWA
1247
EverSource Wealth Advisors
Alabama
$2.39M +$71.6K +268 +3%
LF
1248
LifePlan Financial
Minnesota
$2.39M +$125K +466 +6%
CWAG
1249
Compton Wealth Advisory Group
Virginia
$2.38M +$115K +431 +5%
SG
1250
StoneX Group
New York
$2.37M +$97.6K +365 +4%
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