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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BO
1626
Bank OZK
Arkansas
$1.46M -$61K -191 -4%
BA
1627
Birinyi Associates
Connecticut
$1.46M – – –
MIP
1628
Marietta Investment Partners
Wisconsin
$1.46M +$82K +257 +6%
CFG
1629
Carr Financial Group
Massachusetts
$1.45M -$152K -475 -10%
OFS
1630
Orrstown Financial Services
Pennsylvania
$1.45M +$47.9K +150 +4%
BF
1631
Brucke Financial
Indiana
$1.45M +$1.35M +4,242 New
JE
1632
JMAC Enterprises
Pennsylvania
$1.45M -$957 -3 -0.1%
FC
1633
Fairscale Capital
New Hampshire
$1.44M -$20.4K -64 -1%
BWP
1634
Barlow Wealth Partners
Kentucky
$1.43M +$1.42M +4,458 New
PFGIA
1635
Patriot Financial Group Insurance Agency
Massachusetts
$1.43M +$31.3K +98 +2%
TAM
1636
Trillium Asset Management
Massachusetts
$1.43M -$21.1K -66 -2%
MBT
1637
Montecito Bank & Trust
California
$1.43M +$152K +477 +13%
DCM
1638
Dudley Capital Management
Virginia
$1.43M -$3.51K -11 -0.3%
FFS
1639
Founders Financial Securities
Maryland
$1.42M +$192K +601 +16%
FMC
1640
First Merchants Corp
Indiana
$1.41M +$1.28K +4 +0.1%
SQA
1641
Simon Quick Advisors
New Jersey
$1.41M +$288K +903 +27%
WBC
1642
West Branch Capital
Massachusetts
$1.41M +$503K +1,576 +60%
BTWM
1643
Baker Tilly Wealth Management
Wisconsin
$1.4M +$66.4K +208 +5%
SSWG
1644
Seven Springs Wealth Group
Tennessee
$1.4M +$17.2K +54 +1%
PFWA
1645
Paces Ferry Wealth Advisors
Georgia
$1.4M -$55.2K -173 -4%
DI
1646
Diligent Investors
California
$1.4M – – –
SFA
1647
Souders Financial Advisors
Ohio
$1.4M -$65.4K -205 -5%
PFG
1648
Putney Financial Group
California
$1.39M +$1.33M +4,171 New
SIA
1649
Strategic Investment Advisors
Michigan
$1.39M -$162K -508 -11%
AF
1650
Aldebaran Financial
$1.39M -$188K -590 -12%
64 65
66
67 68