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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1776
Arvest Trust
Oklahoma
$339K +$29.8K +146 +11%
BC
1777
Brio Consultants
California
$339K -$2.25K -11 -0.7%
OFG
1778
Oxford Financial Group
Indiana
$339K +$102K +499 +45%
GCMG
1779
Gyroscope Capital Management Group
Florida
$338K +$40.8K +200 +14%
HFM
1780
Hartford Funds Management
Pennsylvania
$338K +$42.3K +207 +15%
IA
1781
Insight Advisors
Pennsylvania
$337K -$158K -772 -33%
CA
1782
Crewe Advisors
Utah
$336K -$70.6K -346 -18%
CPA
1783
Capital Performance Advisors
California
$335K -$7.35K -36 -2%
HTHT
1784
Hemenway Trust Hemenway Trust
New Hampshire
$335K – – –
SSG
1785
Summit Securities Group
New York
$331K +$169K +829 +112%
SIC
1786
Salem Investment Counselors
North Carolina
$329K -$13.7K -67 -4%
PCM
1787
Pointe Capital Management
Michigan
$328K +$249K +1,221 +370%
KIG
1788
Kennedy Investment Group
New Jersey
$327K -$101K -495 -24%
SIM
1789
SSI Investment Management
California
$327K -$64.3K -315 -17%
CB
1790
CNB Bank
Pennsylvania
$327K +$39.4K +193 +14%
TCWA
1791
Ten Capital Wealth Advisors
Washington
$327K +$36.1K +177 +13%
WWP
1792
Waypoint Wealth Partners
California
$327K – – –
MAM
1793
Meeder Asset Management
Ohio
$327K +$5.72K +28 +2%
ATC
1794
Adirondack Trust Company
New York
$324K +$9.39K +46 +3%
JFA
1795
JNBA Financial Advisors
Minnesota
$324K – – –
SOW
1796
State of Wyoming
Wyoming
$324K +$267K +1,308 +581%
SFG
1797
Sovereign Financial Group
Connecticut
$324K -$15.7K -77 -5%
PFA
1798
Pathway Financial Advisors
Vermont
$324K – – –
CWA
1799
Clarity Wealth Advisors
California
$323K +$8.16K +40 +3%
RFO
1800
RiverGlades Family Offices
Florida
$322K – – –
70 71
72
73 74