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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1876
Silvercrest Asset Management
New York
$488K +$174K +768 +71%
TC
1877
Truvestments Capital
Florida
$487K -$51.1K -226 -11%
VI
1878
VanderPol Investments
Michigan
$486K +$418K +1,846 New
JFA
1879
JNBA Financial Advisors
Minnesota
$482K +$37.1K +164 +10%
PA
1880
Perennial Advisors
New York
$480K -$1.13K -5 -0.3%
BB
1881
Busey Bank
Illinois
$479K +$412K +1,821 New
PB
1882
Pinnacle Bancorp
Nebraska
$478K -$905 -4 -0.2%
ACM
1883
Arcataur Capital Management
Wisconsin
$478K -$20.4K -90 -5%
AWM
1884
Accel Wealth Management
Iowa
$475K +$17.7K +78 +5%
RWP
1885
Revolve Wealth Partners
New Jersey
$475K -$2.26K -10 -0.6%
FA
1886
FF Advisors
California
$474K +$408K +1,803 New
HFM
1887
Hartford Funds Management
Pennsylvania
$474K +$26.9K +119 +7%
MG
1888
Mather Group
Illinois
$474K -$10.2K -45 -2%
HNW
1889
High Note Wealth
Minnesota
$474K +$70.4K +311 +21%
CC
1890
Copperleaf Capital
North Carolina
$472K +$3.85K +17 +1%
CCM
1891
Chaney Capital Management
Washington
$472K +$406K +1,793 New
IIC
1892
Integrated Investment Consultants
Michigan
$472K – – –
TW
1893
Traveka Wealth
California
$471K +$405K +1,790 New
EWM
1894
Evermay Wealth Management
Virginia
$470K +$98K +433 +32%
TWM
1895
Trueblood Wealth Management
Ohio
$469K +$404K +1,783 New
PNC
1896
Park National Corp
Ohio
$468K -$119K -525 -23%
DTL
1897
Dynamic Technology Lab
Singapore
$468K -$5.13M -22,672 -93%
APWM
1898
Argonautica Private Wealth Management
Massachusetts
$464K – – –
DWA
1899
Dougherty Wealth Advisers
Minnesota
$463K – – –
BFG
1900
Berger Financial Group
Minnesota
$463K -$20.1K -89 -5%
74 75
76
77 78