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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1626
City State Bank
Iowa
$459K +$1.58K +9 +0.3%
PWP
1627
Perfromance Wealth Partners
Illinois
$459K -$188K -1,067 -27%
NDSI
1628
Newman Dignan & Sheerar Inc
Rhode Island
$457K -$57K -324 -10%
BC
1629
Brio Consultants
California
$457K +$302K +1,717 +143%
MWM
1630
Maridea Wealth Management
New York
$456K -$61.5K -350 -11%
HHRDM
1631
H&H Retirement Design & Management
Nevada
$456K +$22.7K +129 +6%
FFN
1632
Focus Financial Network
Minnesota
$456K +$154K +874 +43%
MIC
1633
Meridian Investment Counsel
California
$455K – – –
FMI
1634
Factory Mutual Insurance
Massachusetts
$454K -$70.3K -400 -12%
FC
1635
Fjell Capital
North Dakota
$454K -$30.2K -172 -6%
IPAM
1636
Investment Partners Asset Management
New Jersey
$454K -$117K -665 -19%
MFC
1637
Mechanics Financial Corp
Ohio
$453K -$12.5K -71 -2%
FB
1638
First Bancorp
Maine
$452K -$24.6K -140 -5%
CCA
1639
Collaborative Capital Advisors
New York
$451K +$505K +2,871 New
FGWP
1640
Founders Grove Wealth Partners
Virginia
$451K +$506K +2,879 New
4A
1641
4Wealth Advisors
Illinois
$450K -$6.51K -37 -1%
CPC
1642
Congress Park Capital
New York
$450K -$101K -576 -17%
MQWP
1643
Morey & Quinn Wealth Partners
Nebraska
$450K -$176 -1 -0%
NB
1644
NBH Bank
Colorado
$450K +$505K +2,872 New
LAM
1645
Lewis Asset Management
California
$448K -$132K -753 -21%
AWP
1646
Abacus Wealth Partners
California
$446K -$954K -5,428 -66%
SFWA
1647
Summit Financial Wealth Advisors
Louisiana
$446K +$500K +2,846 New
MWM
1648
MOR Wealth Management
Pennsylvania
$446K +$103K +588 +26%
FMTC
1649
Farmers & Merchants Trust Company
California
$444K -$118K -670 -19%
SCI
1650
S&CO Inc
Massachusetts
$444K – – –
64 65
66
67 68