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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
801
Westwood Holdings Group
Texas
$3.32M -$151K -620 -4%
LWANC
802
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.31M +$259K +1,065 +8%
FWM
803
Frontier Wealth Management
Missouri
$3.3M +$92.4K +380 +3%
VST
804
Van Strum & Towne
California
$3.29M +$3.37M +13,857 +1,459%
MIAN
805
Mariner Independent Advisor Network
Kansas
$3.29M +$517K +2,126 +17%
HBT
806
Hills Bank & Trust
Iowa
$3.28M -$15.8K -65 -0.4%
GAM
807
Grandview Asset Management
Pennsylvania
$3.27M -$105K -431 -3%
BCP
808
Blackhawk Capital Partners
Wisconsin
$3.27M -$279K -1,147 -8%
Lord, Abbett & Co
809
Lord, Abbett & Co
New Jersey
$3.27M -$2.77M -11,373 -44%
M
810
Mirova
France
$3.26M +$929K +3,821 +35%
UMC
811
United Maritime Capital
New York
$3.25M +$3.55M +14,600 New
AFC
812
AFT Forsyth & Company
Florida
$3.25M +$91.2K +375 +3%
BAS
813
Brown Advisory Securities
Maryland
$3.24M +$147K +605 +4%
GCM
814
Geneva Capital Management
Wisconsin
$3.24M +$4.86K +20 +0.1%
BHA
815
Beech Hill Advisors
New York
$3.24M +$1.97M +8,095 +125%
ACGDR
816
Atmos Capital Gestao de Recursos
Brazil
$3.23M +$3.53M +14,500 New
VWA
817
V Wealth Advisors
Kansas
$3.23M +$1.26M +5,166 +55%
LBD
818
Landsberg Bennett & Dubbaneh
Florida
$3.21M +$645K +2,652 +22%
KFP
819
KMG Fiduciary Partners
Ohio
$3.2M +$693K +2,851 +25%
MSRPS
820
Maryland State Retirement & Pension System
Maryland
$3.19M +$3.46M +14,217 New
IC
821
Iconiq Capital
California
$3.19M – – –
JSMC
822
Jess S. Morgan & Co
California
$3.18M +$433K +1,780 +14%
SWM
823
SeaCrest Wealth Management
New York
$3.17M +$522K +2,147 +18%
QC
824
Quadrature Capital
United Kingdom
$3.15M -$2.82M -11,612 -45%
WAS
825
Winch Advisory Services
Wisconsin
$3.14M +$28.5K +117 +0.8%
31 32
33
34 35