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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
AFNAS
726
American Financial Network Advisory Services
California
$793K -$1.28K -10 -10%
CCA
727
Checchi Capital Advisers
California
$791K +$18.6K +146 +3%
SBH
728
Segall Bryant & Hamill
Illinois
$781K -$128K -1,000 -15%
DP
729
Dearborn Partners
Illinois
$767K -$89.3K -700 -11%
MAM
730
Martingale Asset Management
Massachusetts
$766K +$716K +5,612 New
PIM
731
Penobscot Investment Management
Massachusetts
$758K +$10.2K +80 +1%
BCM
732
Brown Capital Management
Maryland
$757K +$6.12K +48 +0.9%
IP
733
Intellectus Partners
California
$756K -$1.66M -12,984 -70%
1WA
734
180 Wealth Advisors
Washington
$755K -$28.8K -226 -4%
IDBONY
735
Israel Discount Bank of New York
New York
$751K +$2.81K +22 +0.4%
VFA
736
Voya Financial Advisors
Connecticut
$751K +$89.9K +705 +15%
QIM
737
Quantitative Investment Management
Virginia
$750K -$30.8M -241,100 -98%
CMANY
738
Capital Management Associates (New York)
New York
$750K +$702K +5,500 New
LW
739
Linscomb Wealth
Texas
$744K +$111K +869 +19%
DA
740
DSC Advisors
Illinois
$742K +$65.8K +516 +10%
WEC
741
Winslow Evans & Crocker
Massachusetts
$740K -$35.2K -276 -5%
I
742
INVST
Indiana
$732K +$684K +5,363 New
CRWM
743
Castle Rock Wealth Management
California
$726K -$98.7K -774 -13%
SSP
744
Sapphire Star Partners
Washington
$723K – – –
SCM
745
Shelton Capital Management
Colorado
$713K -$63.8K -500 -9%
AWM
746
Altium Wealth Management
New York
$710K +$246K +1,932 +59%
IBOK
747
Independence Bank of Kentucky
Kentucky
$707K -$67K -525 -9%
H
748
HoyleCohen
California
$702K -$20K -157 -3%
SWM
749
SeaCrest Wealth Management
New York
$700K +$23.5K +184 +4%
1SB
750
1ST Source Bank
Indiana
$690K +$10.3K +81 +2%
28 29
30
31 32