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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
KC
801
Knuff & Co
California
$3.31M +$153K +698 +6%
BOS
802
Bingham Osborn & Scarborough
California
$3.29M -$11.8K -54 -0.4%
WIA
803
Wealthstreet Investment Advisors
Texas
$3.26M – – –
LW
804
Linscomb Wealth
Texas
$3.25M +$64.1K +293 +2%
B
805
Barings
North Carolina
$3.24M +$777K +3,550 +38%
CI
806
Conning Inc
Connecticut
$3.23M +$84.3K +385 +3%
VLC
807
Van Leeuwen & Company
New Jersey
$3.2M -$1.01M -4,620 -27%
LCH
808
Lee Capital Holdings
New York
$3.19M +$2.77M +12,675 New
CAM
809
Centre Asset Management
New York
$3.18M -$169K -770 -6%
MIAN
810
Mariner Independent Advisor Network
Kansas
$3.18M -$82.1K -375 -3%
JSMC
811
Jess S. Morgan & Co
California
$3.15M -$535K -2,442 -16%
S
812
Seeyond
France
$3.13M +$215K +982 +9%
HAG
813
HighPoint Advisor Group
Illinois
$3.13M -$48.2K -220 -2%
BL
814
BFSG LLC
California
$3.1M +$263K +1,200 +11%
CIG
815
Consolidated Investment Group
Colorado
$3.09M – – –
MMG
816
Monetary Management Group
Missouri
$3.08M -$175K -800 -6%
KLWA
817
Kelly Lawrence W & Associates
California
$3.06M -$8.99M -41,050 -77%
WCM
818
Wisconsin Capital Management
Wisconsin
$3.05M -$84.3K -385 -3%
SWM
819
SeaCrest Wealth Management
New York
$3.04M -$43.3K -198 -2%
RC
820
Roundview Capital
New Jersey
$3.03M -$660K -3,015 -20%
ACM
821
Alpha Capital Management
Texas
$3.03M +$324K +1,479 +14%
BB
822
Berkshire Bank
Massachusetts
$3.02M +$2.63M +12,005 New
BCM
823
Boltwood Capital Management
California
$2.98M -$157K -715 -6%
BHIA
824
Birch Hill Investment Advisors
Massachusetts
$2.97M -$61.3K -280 -2%
UFF
825
USA Financial Formulas
Michigan
$2.97M +$2.58M +11,799 +294,975%
31 32
33
34 35