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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
GD
1651
Grandfield & Dodd
New York
$290K – – –
RIM
1652
Rockbridge Investment Management
New York
$290K +$4.86K +20 +2%
AC
1653
Apogem Capital
New York
$290K +$317K +1,303 New
RWA
1654
RGT Wealth Advisors
Texas
$290K +$317K +1,305 New
G
1655
Gainplan
Michigan
$287K -$178K -733 -36%
IIC
1656
Integrated Investment Consultants
Michigan
$287K – – –
AOG
1657
Alpha Omega Group
Virginia
$287K +$314K +1,291 New
AIC
1658
Ameritas Investment Company
Nebraska
$287K +$314K +1,293 New
MP
1659
McDonald Partners
Ohio
$286K +$312K +1,285 New
POIA
1660
Pin Oak Investment Advisors
Texas
$285K – – –
HIP
1661
HUB Investment Partners
Texas
$285K +$276K +1,133 New
HIC
1662
Holderness Investments Company
North Carolina
$284K +$23.3K +96 +8%
WP
1663
WealthPLAN Partners
Nebraska
$282K -$52.3K -215 -15%
MTC
1664
McDaniel Terry & Co
Texas
$282K +$64.4K +265 +27%
NPA
1665
Nichols & Pratt Advisers
Massachusetts
$281K +$24.3K +100 +9%
WAG
1666
Winthrop Advisory Group
Massachusetts
$281K +$74.4K +306 +32%
RI
1667
Ridgewood Investments
New Jersey
$279K – – –
WWM
1668
Windsor Wealth Management
Indiana
$279K +$3.16K +13 +1%
RCA
1669
Ranch Capital Advisors
Florida
$279K +$78.1K +321 +34%
WPC
1670
Waters Parkerson & Co
Louisiana
$276K +$302K +1,241 New
TWM
1671
Triton Wealth Management
Arizona
$275K +$302K +1,243 New
AUB
1672
Atlantic Union Bankshares
Virginia
$274K – – –
FCA
1673
FinTrust Capital Advisors
South Carolina
$273K -$48.6K -200 -14%
PCA
1674
Peddock Capital Advisors
Massachusetts
$273K +$48.6K +200 +19%
MAM
1675
Magellan Asset Management
Australia
$273K +$198K +816 +200%
65 66
67
68 69