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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1901
Beacon Financial Group
Texas
$466K +$40.9K +153 +9%
CCM
1902
Chaney Capital Management
Washington
$466K +$4.82K +18 +1%
RWP
1903
Revolve Wealth Partners
New Jersey
$465K -$23.5K -88 -5%
SAM
1904
Strategy Asset Managers
California
$464K -$929K -3,471 -61%
FFC
1905
First Financial Corp
Indiana
$464K -$55.4K -207 -10%
RA
1906
Riversedge Advisors
Delaware
$462K -$15K -56 -3%
MBT
1907
Montecito Bank & Trust
California
$461K -$55.9K -209 -10%
RFP
1908
Root Financial Partners
California
$459K +$477K +1,784 New
APWM
1909
Argonautica Private Wealth Management
Massachusetts
$458K +$2.41K +9 +0.5%
SPWG
1910
Sage Private Wealth Group
Illinois
$458K +$88.3K +330 +23%
S
1911
Sunpointe
Missouri
$457K +$10.7K +40 +2%
CSA
1912
Cottage Street Advisors
Massachusetts
$457K +$268 +1 +0.1%
MSR
1913
Main Street Research
Connecticut
$456K -$27.5M -102,708 -98%
PSP
1914
Pacific Sage Partners
Washington
$456K +$6.69K +25 +1%
GA
1915
Geller Advisors
New York
$455K -$13.6K -51 -3%
T
1916
TOBAM
France
$455K – – –
PB
1917
Pinnacle Bancorp
Nebraska
$454K – – –
3IP
1918
3Chopt Investment Partners
Virginia
$454K +$472K +1,765 New
AWAP
1919
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$452K +$38.8K +145 +9%
WPC
1920
Waters Parkerson & Co
Louisiana
$452K +$70.1K +262 +18%
EL
1921
Essex LLC
Illinois
$451K -$62.9K -235 -12%
CNBTD
1922
Citizens National Bank Trust Department
Mississippi
$450K -$66.9K -250 -12%
HFA
1923
Harbert Fund Advisors
Alabama
$450K – – –
HTHT
1924
Hemenway Trust Hemenway Trust
New Hampshire
$449K – – –
RA
1925
Ransom Advisory
Rhode Island
$448K +$26.8K +100 +6%
75 76
77
78 79