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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
726
Pallas Capital Advisors
Massachusetts
$4.33M +$773K +4,578 +26%
IAA
727
Independent Advisor Alliance
North Carolina
$4.31M -$180K -1,063 -5%
CG
728
Colony Group
Massachusetts
$4.29M -$1.17M -6,927 -24%
BF
729
BOK Financial
Oklahoma
$4.28M -$4.18M -24,750 -54%
RCM
730
RB Capital Management
Nevada
$4.26M -$92.9K -550 -3%
SFI
731
Siemens Fonds Invest
Germany
$4.24M +$6.59K +39 +0.2%
OAM
732
Ostrum Asset Management
France
$4.23M +$3.58M +21,194 New
DA
733
Dillon & Associates
Michigan
$4.23M +$102K +603 +3%
GC
734
Garde Capital
Washington
$4.22M +$467K +2,763 +15%
CCM
735
Cobalt Capital Management
New Jersey
$4.2M +$3.55M +21,000 New
EWM
736
Elite Wealth Management
Washington
$4.17M +$5.91K +35 +0.2%
DAS
737
Dynamic Advisor Solutions
Arizona
$4.16M +$864K +5,118 +33%
OCM
738
Once Capital Management
New York
$4.16M – – –
WIA
739
Westbourne Investment Advisors
Maryland
$4.15M +$89.4K +529 +3%
BCCM
740
Bridge Creek Capital Management
Massachusetts
$4.15M +$15.2K +90 +0.4%
VCM
741
Vision Capital Management
Oregon
$4.15M +$1.01M +5,972 +40%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$4.13M +$931K +5,510 +31%
BFM
743
Boston Financial Management
Massachusetts
$4.12M -$1.52K -9 -0%
HCA
744
Harbor Capital Advisors
Illinois
$4.12M +$2.43M +14,369 +230%
SIP
745
Stoneridge Investment Partners
Pennsylvania
$4.11M -$770K -4,556 -18%
CT
746
Caldwell Trust
Florida
$4.11M -$237K -1,403 -6%
PIA
747
Petredis Investment Advisors
Pennsylvania
$4.09M -$78.2K -463 -2%
DWT
748
Dorsey & Whitney Trust
South Dakota
$4.05M +$283K +1,673 +9%
CCA
749
Checchi Capital Advisers
California
$4.04M +$1.86K +11 +0.1%
BBHC
750
Brown Brothers Harriman & Co
New York
$4.03M +$95.6K +566 +3%
28 29
30
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