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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
RT
1751
Rockland Trust
Massachusetts
$223K +$17K +100 +7%
WWP
1752
Waypoint Wealth Partners
California
$222K -$1.36K -8 -0.5%
JGIA
1753
Jackson Grant Investment Advisers
Connecticut
$221K – – –
PFA
1754
Pathway Financial Advisors
Vermont
$220K -$6.44K -38 -2%
CWM
1755
CCG Wealth Management
California
$220K +$8.14K +48 +3%
MSFS
1756
Main Street Financial Solutions
Pennsylvania
$219K +$36.6K +216 +17%
BMM
1757
Buffington Mohr McNeal
Idaho
$218K -$11.9K -70 -4%
CH
1758
Canton Hathaway
Rhode Island
$218K -$4.24K -25 -2%
BB
1759
Busey Bank
Illinois
$218K +$4.07K +24 +2%
GCP
1760
GSA Capital Partners
United Kingdom
$217K -$58.2K -343 -19%
AA
1761
Ancora Advisors
Ohio
$217K -$54.1K -319 -17%
MCM
1762
Mengis Capital Management
Oregon
$217K – – –
MSA
1763
Marino Stram & Associates
Massachusetts
$217K +$17K +100 +7%
MFG
1764
Magnus Financial Group
New York
$217K +$24.6K +145 +11%
CL
1765
Choreo LLC
Illinois
$217K +$256K +1,511 New
AAP
1766
Aristotle Atlantic Partners
Florida
$216K -$12.6M -74,553 -98%
CAAS
1767
Capital Asset Advisory Services
Michigan
$216K -$131K -770 -34%
PL
1768
Parthenon LLC
Kentucky
$216K -$84.8K -500 -25%
CWM
1769
Connecticut Wealth Management
Connecticut
$216K +$46.8K +276 +23%
BFG
1770
Berger Financial Group
Minnesota
$215K -$7.12K -42 -3%
FFG
1771
Ford Financial Group
California
$215K -$1.53K -9 -0.6%
VT
1772
Vise Technologies
New York
$214K +$7.97K +47 +3%
FNBSF
1773
First National Bank Sioux Falls
South Dakota
$213K +$17K +100 +7%
LDB
1774
Lee, Danner & Bass
Tennessee
$212K – – –
CWM
1775
Cedar Wealth Management
California
$212K +$1.7K +10 +0.7%
69 70
71
72 73