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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
1601
Empirical Asset Management
Massachusetts
$670K +$479K +2,312 +181%
OPW
1602
Oxler Private Wealth
New York
$669K -$2.28K -11 -0.3%
TCBWMS
1603
Texas Capital Bank Wealth Management Services
Texas
$669K +$63K +304 +9%
IPAM
1604
Investment Partners Asset Management
New Jersey
$665K -$59.7K -288 -7%
NWAG
1605
Net Worth Advisory Group
Utah
$664K -$163K -787 -18%
BCI
1606
Blue Capital Inc
Nebraska
$662K +$734K +3,544 New
RFP
1607
Root Financial Partners
California
$661K +$99.5K +480 +16%
PJSIMP
1608
P.J. Schmidt Investment Management (PJS)
Wisconsin
$660K -$273K -1,317 -27%
NDBT
1609
North Dallas Bank & Trust
Texas
$657K – – –
AFCM
1610
Applied Finance Capital Management
Puerto Rico
$657K -$145K -700 -17%
VCM
1611
Versant Capital Management
Arizona
$656K +$79.1K +382 +12%
BO
1612
Bank OZK
Arkansas
$655K -$68.4K -330 -9%
FMTC
1613
Farmers & Merchants Trust Company
California
$654K -$22.4K -108 -3%
OWA
1614
Octavia Wealth Advisors
Ohio
$654K -$102K -494 -12%
JMA
1615
J.M. Arbour
Maine
$654K +$725K +3,501 New
TWM
1616
Tortuga Wealth Management
California
$652K +$229K +1,104 +46%
CAM
1617
Cidel Asset Management
Ontario, Canada
$651K +$215K +1,036 +42%
BCG
1618
Breakwater Capital Group
New Jersey
$645K +$323K +1,561 +82%
CPC
1619
Congress Park Capital
New York
$644K -$1.23M -5,933 -63%
CWS
1620
Cypress Wealth Services
California
$643K +$23.6K +114 +3%
EA
1621
Everpar Advisors
Oklahoma
$643K +$189K +914 +36%
CFG
1622
Carr Financial Group
Massachusetts
$641K -$6.63K -32 -0.9%
RFA
1623
Rollins Financial Advisors
New York
$641K +$711K +3,432 New
GFP
1624
Gryphon Financial Partners
Ohio
$640K +$81.2K +392 +13%
PAG
1625
Private Advisory Group
Washington
$635K +$705K +3,401 New
63 64
65
66 67