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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EFEM
1301
Eos Focused Equity Management
New York
$289K +$344K +2,007 New
HR
1302
Hayden Royal
North Carolina
$288K -$49.9K -291 -13%
AC
1303
Alley Company
Illinois
$288K – – –
MTC
1304
McDaniel Terry & Co
Texas
$288K – – –
PM
1305
Precept Management
Texas
$288K +$343K +2,000 New
BAC
1306
Boys Arnold & Co
North Carolina
$286K +$340K +1,985 New
GAMC
1307
Garner Asset Management Corp
Texas
$285K +$17.5K +102 +5%
EP
1308
Eudaimonia Partners
Tennessee
$284K +$7.03K +41 +2%
PCP
1309
Proficio Capital Partners
Massachusetts
$284K +$108K +627 +44%
VSWA
1310
Vontobel Swiss Wealth Advisors
Switzerland
$283K -$110K -642 -25%
FMTC
1311
Farmers & Merchants Trust Company
California
$283K – – –
GTAM
1312
Global Trust Asset Management
Florida
$282K -$234K -1,365 -42%
JCM
1313
Jacobi Capital Management
Pennsylvania
$279K +$47.3K +276 +17%
HCA
1314
Hyperion Capital Advisors
New York
$278K – – –
ECG
1315
Edge Capital Group
Georgia
$278K +$103K +603 +45%
GSWM
1316
Golden State Wealth Management
California
$276K +$329K +1,919 New
BCA
1317
Berman Capital Advisors
Georgia
$274K -$136K -796 -29%
HTHT
1318
Hemenway Trust Hemenway Trust
New Hampshire
$274K -$6.86K -40 -2%
MCCP
1319
Mission Creek Capital Partners
California
$274K +$42K +245 +15%
PB
1320
Pinnacle Bancorp
Nebraska
$273K -$5.14K -30 -2%
BFA
1321
Beaumont Financial Advisors
Massachusetts
$272K +$8.4K +49 +3%
CWM
1322
Circle Wealth Management
New Jersey
$271K +$31.4K +183 +11%
SC
1323
Saturna Capital
Washington
$270K +$5.14K +30 +2%
SICM
1324
Sustainable Insight Capital Management
New York
$270K +$322K +1,877 New
AP
1325
Adero Partners
California
$269K +$58.3K +340 +22%
51 52
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