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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
NME
1701
Notis-McConarty Edward
$407K – – –
SC
1702
Sierra Capital
Florida
$407K – – –
OC
1703
Oakworth Capital
Alabama
$403K +$5.33K +21 +1%
NW
1704
NewEdge Wealth
Pennsylvania
$401K +$78.2K +308 +26%
GD
1705
Grandfield & Dodd
New York
$400K +$43.2K +170 +13%
CH
1706
Canton Hathaway
Rhode Island
$400K +$330K +1,298 +738%
BBW
1707
Blue Barn Wealth
Utah
$400K +$374K +1,474 New
NIM
1708
Northeast Investment Management
Massachusetts
$397K – – –
VNA
1709
Valley National Advisers
Pennsylvania
$397K +$33K +130 +10%
TVAMP
1710
Tennessee Valley Asset Management Partners
Tennessee
$397K +$371K +1,462 New
TWA
1711
TCI Wealth Advisors
Arizona
$396K -$11.2K -44 -3%
FP
1712
Fiduciary Planning
Florida
$394K -$175K -689 -32%
QCIG
1713
Quad-Cities Investment Group
Iowa
$394K – – –
RIM
1714
Rockbridge Investment Management
New York
$393K +$10.2K +40 +3%
CPWA
1715
Cerro Pacific Wealth Advisors
California
$390K -$2.29K -9 -0.6%
BTW
1716
Boston Trust Walden
Massachusetts
$390K – – –
CL
1717
Choreo LLC
Illinois
$388K -$44.7K -176 -11%
WAG
1718
Winthrop Advisory Group
Massachusetts
$388K +$4.32K +17 +1%
BOS
1719
Bingham Osborn & Scarborough
California
$388K +$24.1K +95 +7%
ABTD
1720
Arvest Bank Trust Division
Oklahoma
$388K +$27.7K +109 +8%
WP
1721
WMS Partners
Maryland
$388K +$73.4K +289 +25%
KPCM
1722
Kings Point Capital Management
New York
$386K +$67.3K +265 +23%
CCMW
1723
Cypress Capital Management (Wyoming)
Wyoming
$385K -$13.2K -52 -4%
CT
1724
Coastline Trust
Rhode Island
$385K – – –
GGS
1725
Galvin Gaustad & Stein
Arizona
$385K +$9.14K +36 +3%
67 68
69
70 71