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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CASB
1826
Cape Ann Savings Bank
Massachusetts
$323K -$19.3K -110 -5%
KFS
1827
Keynote Financial Services
Connecticut
$323K +$362K +2,059 New
GLA
1828
Great Lakes Advisors
Illinois
$322K +$103K +583 +40%
CT
1829
Chicago Trust
Illinois
$322K -$196K -1,117 -35%
BMC
1830
Benin Management Corp
Connecticut
$321K -$3.52K -20 -1%
SMH
1831
Sanders Morris Harris
Texas
$321K -$1.32M -7,510 -79%
HAM
1832
Harmony Asset Management
Arizona
$321K -$18.8K -107 -5%
PL
1833
PeakShares LLC
Florida
$320K -$1.06M -6,030 -75%
TP
1834
Tranquility Partners
Tennessee
$319K -$83.3K -474 -19%
PCM
1835
Palisade Capital Management
New Jersey
$318K -$15.5K -88 -4%
MA
1836
Montag & Associates
Georgia
$318K -$8.44K -48 -2%
LWM
1837
Latko Wealth Management
Illinois
$316K – – –
HBW
1838
Hazlett, Burt & Watson
West Virginia
$316K -$60.3K -343 -15%
MPCA
1839
Madison Park Capital Advisors
Washington
$315K +$67.5K +384 +25%
WAG
1840
Winthrop Advisory Group
Massachusetts
$315K +$16K +91 +5%
CUAMC
1841
China Universal Asset Management Company
China
$314K +$352K +2,000 New
CAM
1842
Claret Asset Management
Quebec, Canada
$314K +$66.6K +379 +23%
AIMC
1843
Alley Investment Management Company
Illinois
$313K – – –
SP
1844
SmartHarvest Portfolios
Washington
$313K -$107K -608 -23%
SHFA
1845
SS&H Financial Advisors
Michigan
$313K +$352K +2,000 New
BPW
1846
Bingham Private Wealth
California
$311K -$16.5K -94 -5%
SSWM
1847
Strait & Sound Wealth Management
California
$311K -$130K -739 -27%
HWA
1848
HCR Wealth Advisors
California
$310K -$16K -91 -4%
PPWM
1849
Paragon Private Wealth Management
Kentucky
$306K -$560K -3,182 -62%
CT
1850
Clearstead Trust
Maine
$306K -$49.2K -280 -13%
72 73
74
75 76