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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
701
Executive Wealth Management
Michigan
$6.43M -$178K -702 -3%
RCM
702
RNC Capital Management
California
$6.37M +$299K +1,178 +5%
GWSG
703
GPS Wealth Strategies Group
Colorado
$6.36M +$299K +1,178 +5%
RIM
704
Redpoint Investment Management
Australia
$6.32M -$34.3K -135 -0.6%
MAM
705
Martingale Asset Management
Massachusetts
$6.31M +$4.73M +18,615 +400%
SAM
706
Sabadell Asset Management
Spain
$6.3M -$3.41M -13,439 -37%
AAS
707
Annex Advisory Services
Wisconsin
$6.3M -$67.3K -265 -1%
DADC
708
D.A. Davidson & Co
Montana
$6.3M +$250K +985 +4%
BFEC
709
Benjamin F. Edwards & Company
Missouri
$6.29M +$143K +562 +2%
MFAM
710
Motley Fool Asset Management
Virginia
$6.28M +$58.2K +229 +1%
AWS
711
AJ Wealth Strategies
New York
$6.25M -$791K -3,113 -12%
MHC
712
Meyer Handelman Company
New York
$6.25M +$419K +1,650 +8%
PCA
713
Pallas Capital Advisors
Massachusetts
$6.25M +$1.15M +4,547 +28%
SFI
714
Siemens Fonds Invest
Germany
$6.23M +$416K +1,638 +8%
VST
715
Van Strum & Towne
California
$6.21M +$1.99M +7,852 +52%
ECM
716
ExodusPoint Capital Management
New York
$6.17M -$29.5M -116,057 -84%
CT
717
Caldwell Trust
Florida
$6.17M +$322K +1,269 +6%
YWP
718
YorkBridge Wealth Partners
New York
$6.16M +$252K +993 +5%
NEI
719
Northwest & Ethical Investments
Ontario, Canada
$6.12M +$2.93M +11,528 +104%
SIC
720
Salem Investment Counselors
North Carolina
$6.12M +$290K +1,140 +5%
LNWWM
721
Laird Norton Wetherby Wealth Management
California
$6.11M +$140K +551 +3%
MIAN
722
Mariner Independent Advisor Network
Kansas
$6.09M -$4.32K -17 -0.1%
TCOK
723
Trust Company of Kansas
Kansas
$6.07M +$13.7K +54 +0.2%
FC
724
FORA Capital
Florida
$6.07M -$172K -679 -3%
WC
725
Whitney & Co
New York
$6.04M +$165K +650 +3%
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