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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
SRFM
551
Shannon River Fund Management
New York
$8.9M -$8.47M -41,469 -50%
GWM
552
GDS Wealth Management
Texas
$8.89M +$153K +749 +2%
ASN
553
Advisory Services Network
Georgia
$8.85M +$160K +783 +2%
CWP
554
CFM Wealth Partners
Texas
$8.84M -$24.7K -121 -0.3%
LMIM
555
Lockheed Martin Investment Management
Maryland
$8.83M -$2.81M -13,760 -25%
ETC
556
Exchange Traded Concepts
Oklahoma
$8.83M +$7.21M +35,334 +547%
NRS
557
Neville Rodie & Shaw
New York
$8.82M +$932K +4,565 +12%
MGP
558
Metis Global Partners
California
$8.82M +$149K +728 +2%
KAS
559
Kemnay Advisory Services
New York
$8.79M +$8.49M +41,592 New
WSFS
560
Wilmington Savings Fund Society
Delaware
$8.74M -$192K -942 -2%
BFS
561
Bradley Foster & Sargent
Connecticut
$8.7M +$57.6K +282 +0.7%
PFM
562
Premier Fund Managers
United Kingdom
$8.64M -$4.19M -20,510 -33%
BCM
563
Brookstone Capital Management
Illinois
$8.59M +$964K +4,724 +13%
AWE
564
Avidian Wealth Enterprises
Texas
$8.56M +$7.59M +37,190 +1,118%
SHGA
565
Sand Hill Global Advisors
California
$8.46M -$171K -837 -2%
NA
566
NewEdge Advisors
Louisiana
$8.42M +$2.04M +9,978 +33%
PTC
567
Philadelphia Trust Company
Pennsylvania
$8.42M -$29.8K -146 -0.4%
MAM
568
Martingale Asset Management
Massachusetts
$8.41M +$8.13M +39,823 New
SCA
569
Stonebridge Capital Advisors
Minnesota
$8.4M +$194K +949 +2%
PA
570
Profund Advisors
Maryland
$8.36M +$850K +4,165 +12%
BWL
571
Bogart Wealth LLC
Virginia
$8.21M +$115K +563 +1%
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$8.14M -$917K -4,493 -10%
CA
573
Cullinan Associates
Kentucky
$8.12M -$1.46M -7,169 -16%
OPCM
574
Osborne Partners Capital Management
California
$8.1M +$192K +943 +3%
KA
575
Kintegral Advisory
New York
$8.08M – – –
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