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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1451
Harbor Investment Advisory
Maryland
$651K -$8.97K -51 -1%
BDFN
1452
Bond & Devick Financial Network
Minnesota
$644K -$127K -724 -15%
SAM
1453
Sagewood Asset Management
New York
$642K +$516K +2,933 +251%
EI
1454
Ecofi Investissements
France
$642K +$70.3K +400 +11%
AWM
1455
Arista Wealth Management
Nevada
$642K -$149K -847 -17%
CWA
1456
Crux Wealth Advisors
California
$641K -$16.9K -96 -2%
BF
1457
Brucke Financial
Indiana
$637K -$8.27K -47 -1%
BIM
1458
Bridges Investment Management
Nebraska
$634K +$2.11K +12 +0.3%
DTL
1459
Dynamic Technology Lab
Singapore
$634K +$711K +4,044 New
EWM
1460
Empirical Wealth Management
Washington
$633K -$199K -1,133 -22%
CBT
1461
Central Bank & Trust
Kentucky
$633K +$1.76K +10 +0.2%
AWA
1462
Ark Wealth Advisors
California
$633K +$349K +1,984 +96%
AFO
1463
Arrowroot Family Office
California
$632K -$67K -381 -9%
CVA
1464
Central Valley Advisors
California
$630K -$114K -646 -14%
SIG
1465
Sargent Investment Group
Maryland
$628K +$6.16K +35 +0.9%
SC
1466
Sierra Capital
Florida
$626K -$37.5K -213 -5%
VCM
1467
Voleon Capital Management
California
$625K +$9.67K +55 +1%
BB
1468
Berkshire Bank
Massachusetts
$625K -$51K -290 -7%
AF
1469
Aldebaran Financial
$624K -$17.4K -99 -2%
CPA
1470
Capital Performance Advisors
California
$623K -$461K -2,624 -40%
MHC
1471
Meyer Handelman Company
New York
$623K -$1.89M -10,735 -73%
SCM
1472
Sidoxia Capital Management
California
$621K +$10.2K +58 +1%
KCFA
1473
Key Client Fiduciary Advisors
New Jersey
$621K -$7.38K -42 -1%
EB
1474
Emprise Bank
Kansas
$620K -$19.7K -112 -3%
RF
1475
Roxbury Financial
New Jersey
$619K +$104K +590 +18%
57 58
59
60 61