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CRM

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
801
Argent Trust Co
Tennessee
$4.79M +$709K +2,792 +19%
MMG
802
Monetary Management Group
Missouri
$4.75M -$397K -1,565 -8%
BIP
803
Bouvel Investment Partners
Pennsylvania
$4.71M +$118K +466 +3%
AMCA
804
Arthur M. Cohen & Associates
Illinois
$4.69M -$24.1K -95 -0.5%
SAI
805
Systematic Alpha Investments
New Jersey
$4.68M – – –
FIB
806
First Interstate Bank
Montana
$4.64M +$170K +668 +4%
IWC
807
Integrated Wealth Concepts
Massachusetts
$4.63M +$975K +3,838 +29%
WAM
808
World Asset Management
Michigan
$4.63M -$221K -871 -5%
SLI
809
Sumitomo Life Insurance
Japan
$4.62M -$183K -720 -4%
V
810
Veritable
Delaware
$4.62M +$122K +482 +3%
MCM
811
Mitchell Capital Management
Kansas
$4.61M -$20.6K -81 -0.5%
CCM
812
Cohen Capital Management
California
$4.6M – – –
TCOT
813
Trust Company of Toledo
Ohio
$4.58M -$80.3K -316 -2%
LCH
814
Lee Capital Holdings
New York
$4.54M -$2.72M -10,700 -39%
PG
815
Pendal Group
Australia
$4.54M -$473K -1,862 -10%
NFG
816
Next Financial Group
Texas
$4.5M -$197K -777 -4%
PAM
817
Pegasus Asset Management
New York
$4.49M +$22.3K +88 +0.5%
GVAG
818
Great Valley Advisor Group
Delaware
$4.48M +$205K +808 +5%
PT
819
Plimoth Trust
Massachusetts
$4.47M +$14.5K +57 +0.3%
MC
820
Mathes Company
New York
$4.43M -$206K -810 -5%
CWM
821
Cabot Wealth Management
Massachusetts
$4.43M +$68.3K +269 +2%
DA
822
Dillon & Associates
Michigan
$4.41M +$134K +527 +3%
CM
823
Capula Management
Cayman Islands
$4.39M +$2.18M +8,585 +113%
JSMC
824
Jess S. Morgan & Co
California
$4.38M -$45K -177 -1%
SIM
825
Stratos Investment Management
Ohio
$4.36M +$558K +2,197 +16%
31 32
33
34 35