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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
776
Corient Capital Partners
California
$565K +$81.3K +637 +18%
BL
777
BFSG LLC
California
$565K +$529K +4,144 New
FAIM
778
Financial Advocates Investment Management
Washington
$563K +$72.1K +565 +16%
GBT
779
Grove Bank & Trust
Florida
$561K -$8.93K -70 -2%
WF
780
Welch & Forbes
Massachusetts
$558K +$204K +1,600 +64%
RFO
781
RiverGlades Family Offices
Florida
$556K – – –
FI
782
FormulaFolio Investments
Michigan
$550K +$514K +4,029 New
CA
783
Cetera Advisors
Colorado
$545K +$72K +564 +16%
NIM
784
NuWave Investment Management
New Jersey
$543K +$508K +3,984 New
AA
785
ALPS Advisors
Colorado
$541K +$506K +3,969 New
EWM
786
Edge Wealth Management
New York
$540K +$71.4K +560 +16%
FFWA
787
FRG Family Wealth Advisors
Washington
$538K +$503K +3,941 New
CC
788
Cadinha & Co
Hawaii
$537K +$8.93K +70 +2%
SFSIG
789
San Francisco Sentry Investment Group
California
$535K -$33K -259 -6%
SFG
790
Summit Financial Group
West Virginia
$533K – – –
MA
791
Montag & Associates
Georgia
$529K +$39.3K +308 +9%
BUB
792
BBVA USA Bancshares
Texas
$518K -$11.4K -89 -2%
BA
793
Boston Advisors
Massachusetts
$518K – – –
GLA
794
Great Lakes Advisors
Illinois
$516K +$483K +3,783 New
JFGIW
795
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$515K +$4.08K +32 +0.9%
EFS
796
Essex Financial Services
Connecticut
$504K +$29.7K +233 +7%
SBIA
797
Sheaff Brock Investment Advisors
Indiana
$503K +$114K +894 +32%
LSAG
798
Lake Street Advisors Group
New Hampshire
$499K +$9.06K +71 +2%
WAM
799
Wealthspire Advisors (Maryland)
Maryland
$496K +$19.1K +150 +4%
SCC
800
Spring Creek Capital
Kansas
$494K +$462K +3,625 New
30 31
32
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