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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
1601
Strategic Wealth Partners
Ohio
$390K -$12.7K -55 -3%
TIAM2
1602
Tru Independence Asset Management 2
Oregon
$390K +$34.3K +149 +10%
CCA
1603
Cobblestone Capital Advisors
New York
$385K -$13.1K -57 -3%
CAM
1604
Carret Asset Management
New York
$385K +$363K +1,575 New
HWA
1605
Heritage Wealth Advisors
Virginia
$383K -$54.2K -235 -13%
CBT
1606
CoreFirst Bank & Trust
Kansas
$383K – – –
SIM
1607
SSI Investment Management
California
$382K -$1.61K -7 -0.4%
SAM
1608
Secure Asset Management
Michigan
$381K +$130K +564 +57%
FCBT
1609
First Citizens Bank & Trust
North Carolina
$380K -$64.3K -279 -15%
AWE
1610
Avidian Wealth Enterprises
Texas
$380K +$54.6K +237 +18%
MFP
1611
Meridian Financial Partners
Virginia
$380K +$73.8K +320 +25%
CB
1612
CNB Bank
Pennsylvania
$378K +$461 +2 +0.1%
CT
1613
Chicago Trust
Illinois
$378K +$357K +1,549 New
WWP
1614
Waypoint Wealth Partners
California
$377K -$346K -1,502 -49%
CPWM
1615
Cypress Point Wealth Management
Texas
$377K – – –
SQA
1616
Simon Quick Advisors
New Jersey
$377K +$48.6K +211 +16%
WA
1617
Waverly Advisors
Alabama
$377K +$128K +554 +59%
CSA
1618
Cottage Street Advisors
Massachusetts
$376K +$127K +550 +56%
CQS
1619
Credential Qtrade Securities
$375K +$39.9K +173 +13%
AP
1620
Appleton Partners
Massachusetts
$373K -$62.7K -272 -15%
MCG
1621
MACRO Consulting Group
New Jersey
$372K +$11.8K +51 +3%
1W
1622
1776 Wealth
Georgia
$372K +$23K +100 +7%
PPP
1623
Private Portfolio Partners
New Jersey
$371K -$5.76K -25 -2%
MCM
1624
Mengis Capital Management
Oregon
$371K -$20.7K -90 -6%
NSIM
1625
North Star Investment Management
Illinois
$370K +$157K +680 +82%
63 64
65
66 67