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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
QI
1251
Qtron Investments
Massachusetts
$994K -$136K -774 -11%
HTC
1252
Haverford Trust Company
Pennsylvania
$988K -$13.1M -74,385 -92%
BTWM
1253
Baker Tilly Wealth Management
Wisconsin
$985K +$272K +1,547 +33%
NRS
1254
Neville Rodie & Shaw
New York
$978K -$180K -1,025 -14%
AAM
1255
Augustine Asset Management
Florida
$975K +$176 +1 +0%
FNT
1256
First National Trust
Pennsylvania
$972K -$213K -1,214 -16%
CFG
1257
Cooper Financial Group
California
$971K -$116K -662 -10%
AP
1258
Americana Partners
Texas
$971K +$228K +1,296 +26%
GBT
1259
Grove Bank & Trust
Florida
$967K -$33.6K -191 -3%
SVCP
1260
Silicon Valley Capital Partners
California
$966K -$131K -744 -11%
QC
1261
Quantessence Capital
New York
$965K +$1.08M +6,159 New
AC
1262
Avestar Capital
New York
$963K -$340K -1,932 -24%
BAM
1263
Beaumont Asset Management
Texas
$961K -$19K -108 -2%
CFA
1264
Churchill Financial Advisors
Kentucky
$960K – – –
TWM
1265
Thrive Wealth Management
Pennsylvania
$956K -$114K -650 -10%
IAN
1266
Integrated Advisors Network
Texas
$955K -$273K -1,553 -20%
MCM
1267
MV Capital Management
Maryland
$952K -$1.34M -7,628 -56%
IB
1268
Intrust Bank
Kansas
$951K -$281K -1,600 -21%
AWE
1269
Avidian Wealth Enterprises
Texas
$950K -$45.7K -260 -4%
CAM
1270
Covenant Asset Management
New Jersey
$950K +$1.07M +6,062 New
PCM
1271
Pincus Capital Management
New York
$949K – – –
CWM
1272
Castle Wealth Management
Florida
$947K -$21.8K -124 -2%
AOWM
1273
Asset One Wealth Management
Washington
$944K -$346K -1,965 -26%
CNBTD
1274
Citizens National Bank Trust Department
Mississippi
$942K +$161K +917 +18%
DFC
1275
DB Fitzpatrick & Co
Idaho
$939K -$410K -2,334 -28%
49 50
51
52 53