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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1351
Coastline Trust
Rhode Island
$1.55M -$52.7K -209 -3%
PPWM
1352
Paragon Private Wealth Management
Kentucky
$1.55M +$230K +910 +16%
CWM
1353
Castle Wealth Management
Florida
$1.55M +$73.6K +292 +5%
RPC
1354
Rossmore Private Capital
Connecticut
$1.54M – – –
CIA
1355
Choate Investment Advisors
Massachusetts
$1.54M +$201K +797 +14%
NS
1356
NBC Securities
Alabama
$1.54M -$1.17M -4,624 -42%
PIM
1357
Penobscot Investment Management
Massachusetts
$1.53M -$232K -920 -12%
SW
1358
SVB Wealth
Massachusetts
$1.53M -$631K -2,502 -28%
SIM
1359
SWP Investment Management
Ohio
$1.53M -$345K -1,366 -17%
SJIM
1360
St. Johns Investment Management
Florida
$1.52M -$128K -508 -7%
NED
1361
Nancy E. Dempze
$1.52M +$224K +888 +16%
SC
1362
Saturna Capital
Washington
$1.51M -$94.6K -375 -6%
BB
1363
Berkshire Bank
Massachusetts
$1.51M -$114K -451 -7%
GA
1364
GraniteShares Advisors
New York
$1.51M +$91.3K +362 +6%
KP
1365
Keel Point
Alabama
$1.51M -$92.6K -367 -5%
CCM
1366
Chickasaw Capital Management
Tennessee
$1.5M -$396K -1,570 -20%
CP
1367
Canopy Partners
Ohio
$1.5M -$1.26K -5 -0.1%
LWA
1368
Lineweaver Wealth Advisors
Ohio
$1.5M -$28.8K -114 -2%
EI
1369
Ellevest Inc
New York
$1.5M +$2.02K +8 +0.1%
MCM
1370
Mainstream Capital Management
California
$1.5M -$35.3K -140 -2%
AA
1371
Ancora Advisors
Ohio
$1.49M -$419K -1,662 -21%
PWP
1372
Pursue Wealth Partners
California
$1.49M -$318K -1,259 -17%
NAMNJ
1373
NorthStar Asset Management (New Jersey)
New Jersey
$1.49M +$20.7K +82 +1%
WA
1374
Wealth Alliance
New York
$1.49M -$597K -2,367 -27%
IAS
1375
IMA Advisory Services
Colorado
$1.49M -$18.2K -72 -1%
53 54
55
56 57