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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
701
Arrow Financial
New York
$6.24M -$557K -1,982 -7%
EWM
702
Executive Wealth Management
Michigan
$6.22M +$215K +765 +3%
RCM
703
RNC Capital Management
California
$6.16M +$214K +761 +3%
HCA
704
Harbour Capital Advisors
Virginia
$6.15M +$20.5K +73 +0.3%
PWS
705
Peloton Wealth Strategists
Indiana
$6.14M -$451K -1,605 -6%
AW
706
ACG Wealth
Georgia
$6.13M -$2.39M -8,516 -26%
BZWA
707
Blue Zone Wealth Advisors
California
$6.12M +$55.6K +198 +0.8%
S
708
Surevest
California
$6.09M -$356K -1,267 -5%
YWP
709
YorkBridge Wealth Partners
New York
$6.05M +$304K +1,081 +5%
RIM
710
Redpoint Investment Management
Australia
$6.04M +$128K +456 +2%
SAM
711
Shikiar Asset Management
New York
$6.03M +$4.21K +15 +0.1%
EWM
712
Elite Wealth Management
Washington
$6.03M -$840K -2,990 -11%
GH
713
GAM Holding
Switzerland
$6.01M -$28.4K -101 -0.4%
VF
714
Virtu Financial
New York
$6.01M +$6.06M +21,558 +1,024%
MLL
715
Moody Lynn & Lieberson
Massachusetts
$6.01M -$780K -2,775 -10%
LNWWM
716
Laird Norton Wetherby Wealth Management
California
$6.01M +$317K +1,128 +5%
TCOK
717
Trust Company of Kansas
Kansas
$5.98M +$327K +1,162 +5%
TCM
718
Twin Capital Management
Pennsylvania
$5.95M -$1.96M -6,980 -23%
FFWA
719
FRG Family Wealth Advisors
Washington
$5.94M -$627K -2,230 -9%
CT
720
Caldwell Trust
Florida
$5.93M +$161K +574 +3%
BFEC
721
Benjamin F. Edwards & Company
Missouri
$5.87M -$37.7K -134 -0.6%
VST
722
Van Strum & Towne
California
$5.86M +$49.2K +175 +0.8%
AP
723
Advisor Partners
California
$5.84M -$629K -2,237 -9%
SIC
724
Salem Investment Counselors
North Carolina
$5.84M +$122K +434 +2%
VAS
725
Vestmark Advisory Solutions
Massachusetts
$5.84M +$489K +1,741 +8%
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