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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1276
Apella Capital
Connecticut
$919K +$25.5K +145 +3%
TCPG
1277
Trivant Custom Portfolio Group
California
$918K +$11.4K +65 +1%
PCMU
1278
Paragon Capital Management (Utah)
Utah
$918K -$19.5K -111 -2%
DC
1279
DeDora Capital
California
$917K -$232K -1,317 -18%
MCC
1280
Malaga Cove Capital
California
$915K -$71.6K -407 -7%
NS
1281
NBC Securities
Alabama
$911K -$1.93K -11 -0.2%
MSR
1282
Main Street Research
Connecticut
$909K -$197K -1,122 -16%
CCM
1283
Crew Capital Management
Ohio
$906K +$1.02M +5,784 New
PFG
1284
Prosperity Financial Group
California
$903K +$11.3K +64 +1%
CAM
1285
Cozad Asset Management
Illinois
$899K -$419K -2,384 -29%
HBT
1286
Heartland Bank & Trust
Illinois
$897K -$15.1K -86 -1%
TPWA
1287
TRUE Private Wealth Advisors
Oregon
$896K -$42.4K -241 -4%
AM
1288
AGF Management
Ontario, Canada
$893K +$352K +2,000 +54%
SFS
1289
Stiles Financial Services
Minnesota
$893K +$89.7K +510 +10%
STP
1290
Science & Technology Partners
New York
$892K +$1M +5,695 New
LC
1291
Lavaca Capital
Texas
$885K +$993K +5,647 New
CCA
1292
Childress Capital Advisors
Texas
$882K -$232K -1,321 -19%
OPTFSNA
1293
Old Point Trust & Financial Services N A
Virginia
$879K +$42.2K +240 +4%
CAL
1294
Capital Analysts LLC
Pennsylvania
$879K -$14.2K -81 -1%
OFS
1295
Orrstown Financial Services
Pennsylvania
$878K -$21.5K -122 -2%
RT
1296
Rockland Trust
Massachusetts
$877K -$751K -4,268 -43%
CCG
1297
Coastwise Capital Group
California
$877K -$48K -273 -5%
FBFS
1298
First Business Financial Services
Wisconsin
$876K +$50.1K +285 +5%
PPW
1299
Parcion Private Wealth
Washington
$875K -$240K -1,366 -20%
TTIC
1300
Tower Trust & Investment Company
Iowa
$873K +$16.9K +96 +2%
50 51
52
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