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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
776
Parsons Capital Management
Rhode Island
$4.23M – – –
YDMI
777
Y.D. More Investments
Israel
$4.19M +$926K +4,538 +30%
FFWA
778
FRG Family Wealth Advisors
Washington
$4.15M -$437K -2,143 -10%
CT
779
Caldwell Trust
Florida
$4.12M -$211K -1,033 -5%
ZB
780
Zions Bancorporation
Utah
$4.11M +$77K +377 +2%
CIP
781
Chartwell Investment Partners
Pennsylvania
$4.09M -$10.2K -50 -0.3%
SCM
782
Shelton Capital Management
Colorado
$4.08M -$655K -3,208 -14%
SAM
783
Sompo Asset Management
Japan
$4.07M – – –
BONST
784
Bank of Nova Scotia Trust
Ontario, Canada
$4.06M +$256K +1,252 +7%
EF
785
Empowered Funds
Pennsylvania
$4.06M -$1.37M -6,706 -26%
EST
786
EA Series Trust
Pennsylvania
$4.06M +$3.92M +19,222 New
BCA
787
Bray Capital Advisors
Florida
$4.04M -$28.6K -140 -0.7%
GIA
788
Gladstone Institutional Advisory
Florida
$4.04M -$51.4K -252 -1%
OA
789
Oak Associates
Ohio
$4.04M -$2.01M -9,825 -34%
FIB
790
First Interstate Bank
Montana
$4.02M -$16.3K -80 -0.4%
BIP
791
Bouvel Investment Partners
Pennsylvania
$3.99M +$99.6K +488 +3%
PAS
792
Park Avenue Securities
New York
$3.99M +$121K +593 +3%
V
793
Veritable
Delaware
$3.97M -$23.7K -116 -0.6%
TFS
794
Thoroughbred Financial Services
Tennessee
$3.96M +$546K +2,674 +17%
WAOTB
795
Wealth Advisors of Tampa Bay
Florida
$3.92M +$4.7K +23 +0.1%
GLAM
796
Gardner Lewis Asset Management
Pennsylvania
$3.91M – – –
HSC
797
Harbor Spring Capital
New York
$3.89M -$5.42M -26,567 -59%
VVP
798
Venture Visionary Partners
Ohio
$3.89M -$133K -650 -3%
MWA
799
Meridian Wealth Advisors
Texas
$3.89M +$174K +851 +5%
BF
800
BOK Financial
Oklahoma
$3.88M -$624K -3,057 -14%
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