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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
776
Birch Hill Investment Advisors
Massachusetts
$1.53M +$229K +1,505 +17%
BFM
777
Boothbay Fund Management
New York
$1.52M -$2.57M -16,929 -62%
FT
778
Fiduciary Trust
Massachusetts
$1.51M +$148K +971 +11%
BW
779
Bison Wealth
Georgia
$1.5M +$862K +5,669 +127%
BJL
780
Brighton Jones LLC
Washington
$1.5M +$395K +2,599 +35%
CG
781
Caprock Group
Idaho
$1.5M -$9.73K -64 -0.6%
SIM
782
Stratos Investment Management
Ohio
$1.5M +$283K +1,860 +23%
DC
783
Davenport & Co
Virginia
$1.49M -$11.4K -75 -0.8%
WA
784
Winfield Associates
Ohio
$1.49M +$193K +1,271 +14%
PIM
785
Partner Investment Management
California
$1.49M -$1.07M -7,020 -41%
AAP
786
Aristotle Atlantic Partners
Florida
$1.49M +$180K +1,183 +13%
AMCA
787
Arthur M. Cohen & Associates
Illinois
$1.49M +$143K +940 +10%
WCM
788
Wisconsin Capital Management
Wisconsin
$1.48M – – –
GFA
789
Gifford Fong Associates
California
$1.48M +$1.52M +10,000 New
UAM
790
UAS Asset Management
New York
$1.48M +$1.52M +10,000 New
SSWM
791
Sheets Smith Wealth Management
North Carolina
$1.46M -$670K -4,406 -31%
MCM
792
Mainstay Capital Management
Michigan
$1.45M +$93.5K +615 +7%
MMG
793
Monetary Management Group
Missouri
$1.45M – – –
MCP
794
Mirador Capital Partners
California
$1.45M +$1.07M +7,009 +253%
SCM
795
Southport Capital Management
Tennessee
$1.45M +$73.7K +485 +5%
CAM
796
Cypress Asset Management
Texas
$1.45M -$12.9K -85 -0.9%
SCM
797
Shelton Capital Management
Colorado
$1.44M – – –
BRWM
798
B. Riley Wealth Management
Tennessee
$1.41M -$131K -862 -8%
IB
799
Intrust Bank
Kansas
$1.41M -$32.1K -211 -2%
RMA
800
Roffman Miller Associates
Pennsylvania
$1.41M +$1.44M +9,464 New
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