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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
1301
Harfst & Associates
Wyoming
$2.07M +$39.5K +127 +2%
NL
1302
Navalign LLC
California
$2.07M -$28.9K -93 -1%
BSB
1303
Bangor Savings Bank
Maine
$2.07M -$48.2K -155 -2%
UB
1304
Umpqua Bank
Oregon
$2.07M +$91.4K +294 +4%
NB
1305
Nicolet Bankshares
Wisconsin
$2.06M -$117K -377 -5%
IB
1306
Intrust Bank
Kansas
$2.06M +$152K +489 +7%
FIC
1307
FCG Investment Company
Tennessee
$2.05M +$2.38M +7,654 New
UWS
1308
Unique Wealth Strategies
Illinois
$2.05M -$26.4K -85 -1%
EWM
1309
EPG Wealth Management
Georgia
$2.05M +$123K +395 +5%
TFGT
1310
TS Financial Group (TSFG)
Illinois
$2.05M +$4.98K +16 +0.2%
BAM
1311
Beaumont Asset Management
Texas
$2.05M +$4.98K +16 +0.2%
SWK
1312
Stephen W. Kidder
$2.05M +$1.16M +3,714 +95%
BMCM
1313
Bryn Mawr Capital Management
Pennsylvania
$2.05M +$72.5K +233 +3%
AI
1314
Arvest Investments
Arkansas
$2.05M +$2.07M +6,643 +673%
AAS
1315
Ameritas Advisory Services
Nebraska
$2.05M -$128K -410 -5%
GIM
1316
Goelzer Investment Management
Indiana
$2.03M +$2.35M +7,562 New
PWP
1317
Pursue Wealth Partners
California
$2.03M +$770K +2,477 +49%
WMP
1318
Wealth Management Partners
Arizona
$2.03M -$14K -45 -0.6%
CCG
1319
Ceeto Capital Group
Florida
$2.01M – – –
CAMV
1320
Concord Asset Management (Virginia)
Virginia
$2M +$243K +782 +11%
SIA
1321
Schechter Investment Advisors
Michigan
$2M -$361K -1,162 -13%
CWP
1322
Concord Wealth Partners
Virginia
$2M -$26.4K -85 -1%
CT
1323
Coastline Trust
Rhode Island
$1.99M +$339K +1,090 +17%
CPA
1324
Cardiff Park Advisors
California
$1.99M +$89.9K +289 +4%
SCP
1325
Stamos Capital Partners
California
$1.99M +$909K +2,924 +65%
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