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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
701
Edgestream Partners
New Jersey
$3.58M +$4.22M +24,904 New
LNWWM
702
Laird Norton Wetherby Wealth Management
California
$3.58M -$207K -1,219 -5%
VI
703
Vestcor Inc
New Brunswick, Canada
$3.57M +$321K +1,894 +8%
HAS
704
HBW Advisory Services
California
$3.53M +$96.1K +567 +2%
BAMF
705
BI Asset Management Fondsmaeglerselskab
Denmark
$3.52M -$4.15M -24,502 -50%
PGFC
706
Peapack-Gladstone Financial Corp
New Jersey
$3.52M +$2.35M +13,880 +131%
FFWA
707
FRG Family Wealth Advisors
Washington
$3.51M +$52.1K +307 +1%
CCM
708
Cohen Capital Management
California
$3.5M +$1.02K +6 +0%
MWM
709
Meridian Wealth Management
Kentucky
$3.5M +$1.36M +8,013 +49%
AA
710
ALPS Advisors
Colorado
$3.5M -$406K -2,396 -9%
WC
711
Whitney & Co
New York
$3.49M -$7.29K -43 -0.2%
TCM
712
Teza Capital Management
Illinois
$3.48M +$2.47M +14,596 +153%
STA
713
Summit Trail Advisors
New York
$3.44M -$102K -599 -2%
HCA
714
Harbor Capital Advisors
Illinois
$3.44M -$448K -2,643 -10%
CIP
715
Chartwell Investment Partners
Pennsylvania
$3.43M -$26.1K -154 -0.6%
SF
716
Summit Financial
New Jersey
$3.43M +$208K +1,225 +5%
AW
717
ACG Wealth
Georgia
$3.41M +$286K +1,684 +8%
PT
718
Plimoth Trust
Massachusetts
$3.4M +$131K +775 +3%
SFI
719
Siemens Fonds Invest
Germany
$3.4M -$109K -645 -3%
AUB
720
Atlantic Union Bankshares
Virginia
$3.38M -$42.9K -253 -1%
KCM
721
Kornitzer Capital Management
Kansas
$3.38M -$288K -1,699 -7%
RAM
722
Roanoke Asset Management
New Jersey
$3.38M +$1.92M +11,351 +94%
ISB
723
Iowa State Bank
Iowa
$3.37M +$2.2K +13 +0.1%
BCM
724
Bayesian Capital Management
New York
$3.35M +$3.95M +23,300 New
CT
725
Caldwell Trust
Florida
$3.34M -$40.9K -241 -1%
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