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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
501
Sandy Spring Bank
Maryland
$870K +$227K +2,890 +36%
BCM
502
Boltwood Capital Management
California
$864K +$53.8K +685 +7%
AAM
503
Advisors Asset Management
Colorado
$850K +$314K +3,998 +60%
LH
504
Lebenthal Holdings
New York
$837K -$403K -5,130 -33%
LAM
505
Lebenthal Asset Management
New York
$837K +$827K +10,542 New
ACM
506
Argentus Capital Management
Texas
$824K -$235K -2,990 -22%
HCA
507
Harbour Capital Advisors
Virginia
$820K +$133K +1,700 +20%
IIM
508
Intact Investment Management
Quebec, Canada
$810K +$228K +2,900 +40%
MCM
509
MAI Capital Management
Ohio
$809K -$42.9K -546 -5%
SCM
510
Shelton Capital Management
Colorado
$807K +$369K +4,700 +86%
BPC
511
Banque Pictet & Cie
Switzerland
$778K +$78.5K +1,000 +11%
CA
512
Cornerstone Advisors
North Carolina
$778K +$377K +4,800 +96%
W
513
Wealthfront
California
$776K +$171K +2,182 +29%
BWM
514
Bernicke Wealth Management
Wisconsin
$775K +$5.18K +66 +0.7%
BAAM
515
Baker Avenue Asset Management
California
$757K +$53.4K +680 +8%
LNWWM
516
Laird Norton Wetherby Wealth Management
California
$756K +$72.8K +928 +11%
OMCS
517
Old Mutual Customised Solutions
South Africa
$754K – – –
CIM
518
CIM Investment Management
Pennsylvania
$754K +$24.3K +310 +3%
WS
519
Wedbush Securities
California
$751K +$123K +1,568 +20%
SBA
520
Seven Bridges Advisors
New York
$750K -$41.8K -533 -5%
TIA
521
Tiemann Investment Advisors
California
$746K +$11.8K +150 +2%
GG
522
Gofen & Glossberg
Illinois
$743K +$13.7K +174 +2%
RJT
523
Raymond James Trust
Florida
$738K +$29.4K +374 +4%
CAN
524
Cetera Advisor Networks
California
$721K +$9.18K +117 +1%
QI
525
Quotient Investors
New York
$715K +$706K +9,000 New
19 20
21
22 23