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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BMC
2051
Beaton Management Company
Massachusetts
$461K +$77.6K +269 +21%
TWM
2052
Tradition Wealth Management
Minnesota
$460K +$19.3K +67 +5%
EAM
2053
Evanson Asset Management
California
$460K – – –
BB
2054
Busey Bank
Illinois
$458K -$86.6K -300 -16%
SAM
2055
Silvercrest Asset Management
New York
$457K -$97.2K -337 -18%
BWP
2056
Balboa Wealth Partners
Arizona
$457K +$39.5K +137 +10%
SW
2057
SlateStone Wealth
Florida
$457K -$33.5K -116 -7%
KLCM
2058
KG&L Capital Management
Louisiana
$457K -$14.4K -50 -3%
SIM
2059
SSI Investment Management
California
$456K -$4.33K -15 -1%
RIS
2060
Retirement Income Solutions
Michigan
$455K – – –
TWA
2061
TCI Wealth Advisors
Arizona
$454K +$26K +90 +6%
TA
2062
Tactive Advisors
Florida
$453K -$132K -456 -23%
ACM
2063
Ategra Capital Management
Virginia
$453K – – –
BAM
2064
BOCHK Asset Management
Hong Kong
$452K -$144K -500 -25%
AAP
2065
Aristotle Atlantic Partners
Florida
$452K – – –
CB
2066
CNB Bank
Pennsylvania
$450K -$4.62K -16 -1%
WPC
2067
Waters Parkerson & Co
Louisiana
$450K +$11K +38 +3%
WOC
2068
West Oak Capital
California
$450K +$222K +770 +106%
EA
2069
Everpar Advisors
Oklahoma
$450K +$108K +374 +33%
WAM
2070
WNY Asset Management
New York
$449K -$23.7K -82 -5%
P8IP
2071
Pier 88 Investment Partners
California
$449K +$190K +660 +80%
FNFDCM
2072
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$448K +$83.7K +290 +24%
KWM
2073
Kolinsky Wealth Management
New Jersey
$448K +$57.7K +200 +16%
CBFP
2074
Cedar Brook Financial Partners
Ohio
$446K +$1.73K +6 +0.4%
NPA
2075
Nichols & Pratt Advisers
Massachusetts
$446K – – –
81 82
83
84 85