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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1401
Augustine Asset Management
Florida
$818K +$1.02K +5 +0.1%
LFA
1402
Legacy Financial Advisors
Kentucky
$818K +$74.3K +364 +10%
WG
1403
Winton Group
United Kingdom
$817K +$789K +3,866 New
RWA
1404
Ropes Wealth Advisors
Massachusetts
$815K +$29.2K +143 +4%
NDSI
1405
Newman Dignan & Sheerar Inc
Rhode Island
$814K -$9.39K -46 -1%
OIM
1406
Oder Investment Management
California
$813K -$55.3K -271 -7%
CBTWT
1407
Community Bank & Trust (Waco, Texas)
Texas
$812K +$6.33K +31 +0.8%
PI
1408
PFG Investments
New York
$811K +$26.9K +132 +4%
CFMC
1409
Curbstone Financial Management Corp
New Hampshire
$806K +$12.2K +60 +2%
SP
1410
Symmetry Partners
Connecticut
$805K – – –
GEA
1411
Glen Eagle Advisors
New Jersey
$805K +$2.65K +13 +0.3%
WA
1412
Waverly Advisors
Alabama
$804K +$479K +2,347 +161%
SIG
1413
Sky Investment Group
Connecticut
$803K -$10.2K -50 -1%
BWM
1414
BigSur Wealth Management
Florida
$803K -$122K -600 -14%
T
1415
TRUADVICE
Florida
$802K +$246K +1,207 +46%
CA
1416
Claro Advisors
Massachusetts
$801K +$28.2K +138 +4%
GT
1417
Glenview Trust
Kentucky
$797K +$63.1K +309 +9%
HAG
1418
HF Advisory Group
Maryland
$795K -$16.9K -83 -2%
VBCG
1419
Valley Brook Capital Group
Pennsylvania
$794K -$8.16K -40 -1%
SMFG
1420
Sumitomo Mitsui Financial Group
Japan
$790K +$197K +963 +34%
CFGS
1421
Concourse Financial Group Securities
Alabama
$786K -$8.37K -41 -1%
SVCP
1422
Silicon Valley Capital Partners
California
$784K +$9.59K +47 +1%
RTC
1423
Riverview Trust Company
Washington
$783K -$14.5K -71 -2%
DC
1424
DeDora Capital
California
$782K +$105K +512 +16%
FW
1425
FirstPurpose Wealth
Utah
$777K -$156K -766 -17%
55 56
57
58 59