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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
801
Vestmark Advisory Solutions
Massachusetts
$2.26M +$503K +2,987 +33%
HI
802
Horizon Investments
North Carolina
$2.26M +$785K +4,656 +63%
CAM
803
Cresset Asset Management
Illinois
$2.25M +$259K +1,536 +15%
PCIA
804
Prime Capital Investment Advisors
Kansas
$2.23M +$626K +3,714 +45%
PRC
805
Pearl River Capital
Michigan
$2.21M +$1.99M +11,822 New
RC
806
RegentAtlantic Capital
New Jersey
$2.21M +$1.02M +6,059 +105%
JRP
807
Jasper Ridge Partners
California
$2.19M – – –
BAM
808
Beaumont Asset Management
Texas
$2.19M +$34K +202 +2%
FDS
809
Freedom Day Solutions
Texas
$2.18M -$61.5K -365 -3%
AAM
810
Azzad Asset Management
Virginia
$2.17M +$44.8K +266 +2%
VIA
811
Vident Investment Advisory
Georgia
$2.16M +$1.1M +6,540 +130%
PRWA
812
Platte River Wealth Advisors
Colorado
$2.16M +$1.84M +10,919 New
S
813
Seeyond
France
$2.15M +$793K +4,709 +70%
HA
814
H2O AM
United Kingdom
$2.15M -$152K -900 -7%
M
815
Mirova
France
$2.15M +$519K +3,079 +37%
MCP
816
Mirador Capital Partners
California
$2.14M +$7.08K +42 +0.4%
IWA
817
IBEX Wealth Advisors
New Jersey
$2.14M +$1.92M +11,408 New
NB
818
NBT Bank
New York
$2.12M +$73.3K +435 +4%
IAA
819
Independent Advisor Alliance
North Carolina
$2.12M +$453K +2,689 +31%
CMANY
820
Capital Management Associates (New York)
New York
$2.11M +$14.3K +85 +0.8%
AL
821
Aspiriant LLC
California
$2.11M +$135K +800 +8%
BP
822
Ballentine Partners
Massachusetts
$2.11M -$214K -1,273 -10%
WPP
823
Whalerock Point Partners
Rhode Island
$2.11M +$350K +2,078 +23%
AWM
824
Avior Wealth Management
Nebraska
$2.09M +$363K +2,157 +22%
BL
825
BFSG LLC
California
$2.08M +$89.3K +530 +5%
31 32
33
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