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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1876
Sunpointe
Missouri
$418K -$8.08K -39 -2%
CT
1877
Clearstead Trust
Maine
$417K -$59K -285 -11%
PWMAG
1878
Pinnacle Wealth Management Advisory Group
New Jersey
$414K +$8.08K +39 +2%
KW
1879
KWB Wealth
California
$414K – – –
CAG
1880
Csenge Advisory Group
Florida
$412K -$247K -1,192 -35%
SB
1881
Strategic Blueprint
Georgia
$412K +$66.3K +320 +17%
GDP
1882
Great Diamond Partners
Maine
$411K -$132K -636 -22%
AP
1883
Anchyra Partners
Georgia
$410K +$46.2K +223 +11%
CFO
1884
Cambient Family Office
Michigan
$410K +$58.6K +283 +15%
JSAM
1885
J. Safra Asset Management
New York
$409K +$8.91K +43 +2%
RMDI
1886
R.M. Davis Inc
Maine
$409K -$107K -516 -19%
FFO
1887
Fiduciary Family Office
Florida
$409K -$59.3K -286 -12%
SI
1888
Severin Investments
Missouri
$409K +$454K +2,190 New
CCAM
1889
Cascades Capital Asset Management
North Carolina
$406K -$32.1K -155 -7%
CICI
1890
Capital Investment Counsel Inc
North Carolina
$406K +$451K +2,175 New
NIWA
1891
New Insight Wealth Advisors
California
$405K -$113K -545 -20%
CASB
1892
Cape Ann Savings Bank
Massachusetts
$405K – – –
6F
1893
626 Financial
Michigan
$405K -$561K -2,708 -56%
FMI
1894
F/M Investments
District of Columbia
$403K -$3.98M -19,206 -90%
VCP
1895
Verus Capital Partners
Arizona
$402K +$139K +673 +45%
HAM
1896
Harmony Asset Management
Arizona
$402K – – –
ASBI
1897
American State Bank (Iowa)
Iowa
$400K +$29.8K +144 +7%
ARC
1898
Advisor Resource Council
Texas
$400K +$26.7K +129 +6%
HNB
1899
Hilltop National Bank
Wyoming
$399K +$23.8K +115 +6%
QWM
1900
Quadcap Wealth Management
Texas
$399K -$419K -2,020 -49%
74 75
76
77 78