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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
551
Alight Capital Management
New York
$10.8M – – –
AC
552
Armistice Capital
New York
$10.8M +$10.2M +40,000 New
EWM
553
Evercore Wealth Management
New York
$10.8M -$268K -1,056 -3%
AC
554
Alexandria Capital
Virginia
$10.8M +$109K +430 +1%
IAA
555
Independent Advisor Alliance
North Carolina
$10.8M +$622K +2,451 +7%
SWM
556
Spire Wealth Management
Virginia
$10.7M +$493K +1,941 +5%
ACI
557
Alpha Cubed Investments
California
$10.7M +$1.97M +7,768 +24%
SHGA
558
Sand Hill Global Advisors
California
$10.7M -$186K -732 -2%
BCV
559
Banque Cantonale Vaudoise
Switzerland
$10.7M -$888K -3,496 -8%
DCM
560
Dupont Capital Management
Delaware
$10.7M -$3.77M -14,832 -27%
PA
561
Parallel Advisors
California
$10.6M +$1.22M +4,794 +14%
XWM
562
Xcel Wealth Management
Florida
$10.6M +$113K +446 +1%
PCM
563
Parsons Capital Management
Rhode Island
$10.6M +$188K +741 +2%
WS
564
Wedbush Securities
California
$10.5M +$188K +741 +2%
GLAM
565
Gardner Lewis Asset Management
Pennsylvania
$10.5M +$942K +3,710 +11%
NIG
566
NFJ Investment Group
Texas
$10.5M +$9.47M +37,281 +2,964%
PMAM
567
Picton Mahoney Asset Management
Ontario, Canada
$10.4M +$9.78M +38,500 New
CTC
568
Central Trust Company
Missouri
$10.4M -$1.75M -6,910 -15%
ASN
569
Advisory Services Network
Georgia
$10.3M +$2.24M +8,833 +30%
PWAG
570
Polaris Wealth Advisory Group
California
$10.3M +$8.35M +32,860 +700%
PWM
571
Perigon Wealth Management
California
$10.3M +$243K +955 +3%
DWA
572
Douglass Winthrop Advisors
New York
$10.2M +$1.13M +4,456 +13%
CCM
573
Crossvault Capital Management
Texas
$10.1M -$59.7K -235 -0.6%
AAM
574
Autus Asset Management
Arizona
$10M +$171K +673 +2%
M
575
MOTCO
Texas
$9.93M +$298K +1,172 +3%
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