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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
626
TCI Wealth Advisors
Arizona
$11K +$641 +9 +6%
RIA
627
Regal Investment Advisors
Michigan
$10K -$10.1K -142 -49%
AWS
628
Aris Wealth Services
Pennsylvania
$8K – – –
BCM
629
Brookstone Capital Management
Illinois
$8K +$8.26K +116 New
SF
630
Synovus Financial
Georgia
$7K – – –
TFA
631
Transamerica Financial Advisors
Florida
$7K – – –
ATC
632
Adirondack Trust Company
New York
$7K +$2.49K +35 +58%
SAM
633
Shamrock Asset Management
Texas
$7K +$7.12K +100 New
PG
634
Patten Group
Tennessee
$6.96K +$7.12K +100 New
BBHC
635
Brown Brothers Harriman & Co
New York
$5K – – –
MCM
636
MV Capital Management
Maryland
$4K – – –
TFO
637
Tarbox Family Office
California
$4K +$1.35K +19 +42%
M
638
MOTCO
Texas
$3K – – –
VIA
639
Vident Investment Advisory
Georgia
$3K +$3.06K +43 New
PRS
640
Pinkerton Retirement Specialists
Idaho
$3K +$3.42K +48 New
DBT
641
Dubuque Bank & Trust
Iowa
$2K – – –
OC
642
Oakworth Capital
Alabama
$2K – – –
GXMC
643
Global X Management Company
New York
$2K +$1.71K +24 New
RWM
644
Raffa Wealth Management
District of Columbia
$1.11K – – –
SCP
645
Soroban Capital Partners
New York
– -$70.9M -1,061,000 Closed
SCM
646
Steadfast Capital Management
New York
– -$35.8M -535,475 Closed
CC
647
Curian Capital
Colorado
– -$10.8M -161,568 Closed
TCM
648
TimesSquare Capital Management
New York
– -$10.1M -150,915 Closed
EAM
649
EverPoint Asset Management
Connecticut
– -$10M -150,000 Closed
UPA
650
Union Point Advisors
California
– -$7.33M -109,705 Closed
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