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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
751
Advisors Capital Management
New Jersey
$6.88M +$124K +491 +2%
PAS
752
Park Avenue Securities
New York
$6.87M -$1.24M -4,912 -14%
LI
753
Louisbourg Investments
New Brunswick, Canada
$6.78M +$1.93M +7,645 +26%
MFG
754
Merit Financial Group
Georgia
$6.78M -$1.49M -5,918 -17%
MHC
755
Meyer Handelman Company
New York
$6.75M -$571K -2,265 -7%
WAM
756
Wolverine Asset Management
Illinois
$6.69M +$1.81M +7,192 +34%
ATC
757
Argent Trust Co
Tennessee
$6.67M +$286K +1,133 +4%
AWM
758
Apollon Wealth Management
South Carolina
$6.66M -$198K -785 -3%
ZIG
759
Zuckerman Investment Group
Illinois
$6.64M +$7.07M +28,015 New
FNT
760
First Nebraska Trust
Nebraska
$6.64M +$11.9K +47 +0.2%
MWM
761
Marietta Wealth Management
Georgia
$6.6M +$338K +1,341 +5%
MWM
762
Modera Wealth Management
New Jersey
$6.57M +$30.8K +122 +0.4%
AF
763
Ally Financial
Michigan
$6.52M – – –
KIA
764
Knollwood Investment Advisory
Maryland
$6.5M -$10.8K -43 -0.2%
RP
765
Regal Partners
Australia
$6.5M +$6.92M +27,430 New
GCM
766
Gibraltar Capital Management
Oklahoma
$6.46M +$6.87M +27,255 New
SC
767
SummitTX Capital
Texas
$6.45M +$6.33M +25,115 +1,196%
CWM
768
CMH Wealth Management
New Hampshire
$6.44M -$79.2K -314 -1%
CK
769
Cohen Klingenstein
New York
$6.4M -$70.6K -280 -1%
TCA
770
Trifecta Capital Advisors
Illinois
$6.4M +$121K +480 +2%
SPG
771
Strategic Planning Group
Utah
$6.38M +$2.69M +10,665 +66%
BG
772
BDF Gestion
France
$6.3M -$1.39M -5,530 -17%
PC
773
Promethos Capital
Massachusetts
$6.28M +$2.12M +8,417 +47%
LDB
774
Lee, Danner & Bass
Tennessee
$6.25M +$1.68M +6,667 +34%
RDWM
775
Red Door Wealth Management
Tennessee
$6.24M +$405K +1,606 +6%
29 30
31
32 33