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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1426
Tarbox Family Office
California
$554K +$1.34K +6 +0.2%
SB
1427
Sunflower Bank
Texas
$554K +$4.67K +21 +0.8%
EWM
1428
Evermay Wealth Management
Virginia
$553K +$19.1K +86 +3%
FPF
1429
First Pacific Financial
Washington
$553K +$131K +589 +29%
GL
1430
Graypoint LLC
New York
$550K -$6.01K -27 -1%
MW
1431
Marcum Wealth
Ohio
$550K +$577K +2,594 New
PCP
1432
Proficio Capital Partners
Massachusetts
$549K +$136K +612 +31%
TPA
1433
Trivium Point Advisory
Connecticut
$547K -$20.7K -93 -3%
CFG
1434
Citizens Financial Group
Rhode Island
$546K +$90.8K +408 +19%
CA
1435
Crumly & Associates
Illinois
$543K +$197K +883 +53%
ABC
1436
Associated Banc-Corp
Wisconsin
$540K -$85.7K -385 -9%
PP
1437
Patron Partners
Texas
$539K +$79.5K +357 +16%
ICG
1438
InterOcean Capital Group
Tennessee
$534K +$43.9K +197 +8%
FHA
1439
First Horizon Advisors
Tennessee
$533K +$37.2K +167 +7%
CFG
1440
Cooper Financial Group
California
$531K -$295K -1,325 -35%
FBC
1441
Fairfield, Bush & Co
Connecticut
$531K +$74.6K +335 +15%
CAGAS
1442
Capital Advisory Group Advisory Services
Minnesota
$529K -$201K -901 -27%
CA
1443
Calton & Associates
Florida
$529K -$75.2K -338 -12%
BO
1444
BRR OpCo
Ohio
$528K +$555K +2,492 New
MTC
1445
McDaniel Terry & Co
Texas
$527K +$272K +1,224 +97%
CL
1446
CPWM LLC
Washington
$524K +$4.23K +19 +0.8%
OCM
1447
One Capital Management
California
$523K +$23.4K +105 +4%
FFC
1448
First Financial Corp
Indiana
$520K -$15.6K -70 -3%
RPCA
1449
Running Point Capital Advisors
California
$519K -$5.34K -24 -1%
KFI
1450
Key Financial Inc
Pennsylvania
$519K – – –
56 57
58
59 60