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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1376
Occidental Asset Management
California
$704K +$15.9K +90 +2%
JE
1377
JMAC Enterprises
Pennsylvania
$702K +$18K +102 +2%
ESB
1378
Essex Savings Bank
Connecticut
$700K -$122K -693 -14%
PL
1379
Plancorp LLC
Missouri
$698K -$74.6K -422 -9%
B
1380
Barings
North Carolina
$697K -$17.1K -97 -2%
CFD
1381
Creative Financial Designs
Indiana
$695K +$122K +692 +20%
MA
1382
MUFG Americas
New York
$694K +$34.5K +195 +5%
FCM
1383
Fortis Capital Management
Washington
$693K -$3.13M -17,706 -81%
GA
1384
GraniteShares Advisors
New York
$693K -$58.8K -333 -7%
TPA
1385
Trivium Point Advisory
Connecticut
$689K -$470K -2,661 -41%
GDP
1386
Great Diamond Partners
Maine
$688K +$33.6K +190 +5%
EB
1387
Eastern Bank
Massachusetts
$687K -$9.54K -54 -1%
SRC
1388
Sage Rhino Capital
California
$684K +$1.24K +7 +0.2%
BCPWM
1389
Bradley & Co Private Wealth Management
Florida
$683K -$16.1K -91 -2%
IDBONY
1390
Israel Discount Bank of New York
New York
$680K -$88.7K -502 -11%
OWA
1391
Octavia Wealth Advisors
Ohio
$670K +$106K +602 +17%
HBW
1392
Hazlett, Burt & Watson
West Virginia
$663K +$16.1K +91 +2%
CFMC
1393
Curbstone Financial Management Corp
New Hampshire
$661K -$221K -1,250 -24%
MFA
1394
Mayflower Financial Advisors
Massachusetts
$660K -$51.2K -290 -7%
BPCA
1395
Bank Pictet & Cie (Asia)
Singapore
$659K +$65K +368 +10%
WPWM
1396
Western Pacific Wealth Management
Illinois
$658K -$353 -2 -0.1%
GEA
1397
Glen Eagle Advisors
New Jersey
$658K -$23.9K -135 -3%
CRWM
1398
Castle Rock Wealth Management
California
$656K +$129K +732 +25%
UWM
1399
Urban Wealth Management
California
$655K +$701K +3,966 New
TNBTD
1400
Trustmark National Bank Trust Department
Mississippi
$651K -$408K -2,310 -37%
54 55
56
57 58