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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1251
Cooper Financial Group
California
$971K -$116K -662 -10%
AP
1252
Americana Partners
Texas
$971K +$228K +1,296 +26%
GBT
1253
Grove Bank & Trust
Florida
$967K -$33.6K -191 -3%
QC
1254
Quantessence Capital
New York
$965K +$1.08M +6,159 New
AC
1255
Avestar Capital
New York
$963K -$340K -1,932 -24%
BAM
1256
Beaumont Asset Management
Texas
$961K -$19K -108 -2%
CFA
1257
Churchill Financial Advisors
Kentucky
$960K – – –
TWM
1258
Thrive Wealth Management
Pennsylvania
$956K -$114K -650 -10%
IAN
1259
Integrated Advisors Network
Texas
$955K -$273K -1,553 -20%
MCM
1260
MV Capital Management
Maryland
$952K -$1.34M -7,628 -56%
IB
1261
Intrust Bank
Kansas
$951K -$281K -1,600 -21%
AWE
1262
Avidian Wealth Enterprises
Texas
$950K -$45.7K -260 -4%
CAM
1263
Covenant Asset Management
New Jersey
$950K +$1.07M +6,062 New
PCM
1264
Pincus Capital Management
New York
$949K – – –
CWM
1265
Castle Wealth Management
Florida
$947K -$21.8K -124 -2%
AOWM
1266
Asset One Wealth Management
Washington
$944K -$346K -1,965 -26%
CNBTD
1267
Citizens National Bank Trust Department
Mississippi
$942K +$161K +917 +18%
DFC
1268
DB Fitzpatrick & Co
Idaho
$939K -$410K -2,334 -28%
SCP
1269
Sandhill Capital Partners
New York
$939K -$1.32M -7,525 -56%
AB
1270
ANB Bank
Colorado
$937K +$2.81K +16 +0.3%
PE
1271
PCM Encore
Colorado
$934K -$80.2K -456 -7%
EB
1272
Eastern Bank
Massachusetts
$923K +$173K +982 +20%
WBC
1273
Westpac Banking Corp
Australia
$922K -$121K -687 -10%
KMWM
1274
Keudell/Morrison Wealth Management
Oregon
$921K -$3.87K -22 -0.4%
CIA
1275
Choate Investment Advisors
Massachusetts
$920K -$47K -267 -4%
49 50
51
52 53