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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1301
Capital Analysts LLC
Pennsylvania
$879K -$14.2K -81 -1%
OFS
1302
Orrstown Financial Services
Pennsylvania
$878K -$21.5K -122 -2%
RT
1303
Rockland Trust
Massachusetts
$877K -$751K -4,268 -43%
CCG
1304
Coastwise Capital Group
California
$877K -$48K -273 -5%
FBFS
1305
First Business Financial Services
Wisconsin
$876K +$50.1K +285 +5%
PPW
1306
Parcion Private Wealth
Washington
$875K -$240K -1,366 -20%
TTIC
1307
Tower Trust & Investment Company
Iowa
$873K +$16.9K +96 +2%
GA
1308
GraniteShares Advisors
New York
$872K -$226K -1,287 -19%
LFG
1309
Larson Financial Group
Missouri
$866K -$366K -2,082 -27%
GLF
1310
Groupe la Francaise
France
$865K -$9.81M -55,764 -91%
CFG
1311
Chapman Financial Group
Hawaii
$862K +$133K +757 +16%
JRPIM
1312
Journey Retirement Planning & Investment Management
Idaho
$862K +$54.7K +311 +6%
NG
1313
Northstar Group
New York
$860K -$162K -922 -14%
C
1314
Certuity
Florida
$857K -$162K -920 -14%
UWS
1315
Unique Wealth Strategies
Illinois
$856K -$186K -1,060 -16%
SCA
1316
St. Clair Advisors
Ohio
$855K – – –
PPC
1317
Park Place Capital
Alabama
$855K +$4.4K +25 +0.5%
TFGT
1318
TS Financial Group (TSFG)
Illinois
$850K -$61.4K -349 -6%
BHIA
1319
Birch Hill Investment Advisors
Massachusetts
$842K -$197K -1,120 -17%
SPF
1320
South Plains Financial
Texas
$837K +$86.9K +494 +10%
OAM
1321
Ostrum Asset Management
France
$836K -$314K -1,786 -25%
CWM
1322
Calamos Wealth Management
Illinois
$835K -$34.8K -198 -4%
UAS
1323
United Asset Strategies
New York
$834K -$46.6K -265 -5%
PCM
1324
Polymer Capital Management
New York
$830K +$931K +5,296 New
JIC
1325
Joel Isaacson & Co
New York
$829K -$41.5K -236 -4%
51 52
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54 55